Old Point Trust & Financial Services N A’s UnitedHealth UNH Stock Holding History

Old Point Trust & Financial Services N A’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$212K	Hold	510	–	–	0.06%	128
2026 Q1	$138K	Hold	510	–	–	0.04%	137
2025 Q4	$168K	Sell	510 -30	-6%	-$10.2K	0.05%	136
2025 Q3	$186K	Sell	540 -11	-2%	-$3.33K	0.06%	133
2025 Q2	$172K	Sell	551 -44	-7%	-$16.8K	0.06%	132
2025 Q1	$312K	Hold	595	–	–	0.11%	109
2024 Q4	$301K	Hold	595	–	–	0.11%	106
2024 Q3	$348K	Hold	595	–	–	0.13%	93
2024 Q2	$303K	Hold	595	–	–	0.12%	94
2024 Q1	$294K	Hold	595	–	–	0.11%	96
2023 Q4	$313K	Hold	595	–	–	0.13%	83
2023 Q3	$300K	Hold	595	–	–	0.14%	73
2023 Q2	$286K	Hold	595	–	–	0.12%	73
2023 Q1	$281K	Buy	+595	New	+$287K	0.12%	73

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Old Point Trust & Financial Services N A's UNH Position: Q2 2026 in Review

Old Point Trust & Financial Services N A held its UnitedHealth (UNH) position steady in Q2 2026 at 510 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #128.

Old Point Trust & Financial Services N A first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. The position peaked at $348K in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Old Point Trust & Financial Services N A held 510 shares of UnitedHealth worth $212K as of Q2 2026.
Old Point Trust & Financial Services N A left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.06% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #128 holding.
Old Point Trust & Financial Services N A first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
Old Point Trust & Financial Services N A's UnitedHealth position peaked at $348K in Q3 2024.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.