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Philadelphia Trust Company’s UnitedHealth UNH Stock Holding History

Philadelphia Trust Company’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
Q1 		– Sell
-820
Closed -$271K – 275
2025
Q4 		$271K Buy
820
+100
+14% +$33.9K 0.02% 219
2025
Q3 		$249K Hold
720
– – 0.02% 218
2025
Q2 		$225K Hold
720
– – 0.02% 223
2025
Q1 		$377K Hold
720
– – 0.03% 176
2024
Q4 		$364K Sell
720
-231
-24% -$131K 0.03% 183
2024
Q3 		$556K Buy
951
+163
+21% +$92.2K 0.04% 152
2024
Q2 		$401K Sell
788
-28
-3% -$13.7K 0.03% 160
2024
Q1 		$404K Buy
816
+20
+3% +$10.2K 0.03% 165
2023
Q4 		$419K Buy
796
+19
+2% +$10.1K 0.04% 161
2023
Q3 		$392K Hold
777
– – 0.04% 164
2023
Q2 		$373K Hold
777
– – 0.04% 172
2023
Q1 		$367K Hold
777
– – 0.04% 177
2022
Q4 		$412K Hold
777
– – 0.04% 168
2022
Q3 		$392K Buy
777
+82
+12% +$43.1K 0.04% 164
2022
Q2 		$357K Sell
695
-6,029
-90% -$3.03M 0.04% 172
2022
Q1 		$3.43M Sell
6,724
-86
-1% -$41.5K 0.27% 76
2021
Q4 		$3.42M Sell
6,810
-202
-3% -$91.4K 0.25% 74
2021
Q3 		$2.74M Buy
7,012
+6,106
+674% +$2.53M 0.2% 84
2021
Q2 		$363K Hold
906
– – 0.03% 191
2021
Q1 		$337K Hold
906
– – 0.03% 185
2020
Q4 		$318K Sell
906
-6,811
-88% -$2.28M 0.03% 180
2020
Q3 		$2.41M Buy
7,717
+6,857
+797% +$2.11M 0.23% 72
2020
Q2 		$254K Buy
+860
New +$246K 0.03% 161
2020
Q1 		– Sell
-872
Closed -$256K – 191
2019
Q4 		$256K Buy
+872
New +$228K 0.02% 184

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Philadelphia Trust Company's UNH Position: Q1 2026 in Review

Philadelphia Trust Company sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 820 shares — an estimated $271K sold.

Philadelphia Trust Company first reported a position in UNH in Q4 2019 and held it in 24 quarters. The position peaked at $3.43M in Q1 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Philadelphia Trust Company reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Philadelphia Trust Company sold 820 UnitedHealth shares in Q1 2026, an estimated $271K.
  • Philadelphia Trust Company first reported a position in UnitedHealth in Q4 2019 and held it in 24 quarters.
  • Philadelphia Trust Company's UnitedHealth position peaked at $3.43M in Q1 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Philadelphia Trust Company's 13F filing for Q1 2026, filed 13 May 2026.