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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
Q2 		$266K Buy
+640
New +$237K 0.02% 236
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Philadelphia Trust Company's UNH Position: Q2 2026 in Review

Philadelphia Trust Company opened a new position in UnitedHealth (UNH) in Q2 2026: 640 shares worth $266K. The stake represents 0.02% of the portfolio and ranks #236 among its holdings. This is a return to the name: Philadelphia Trust Company previously reported a position in UNH as recently as Q4 2025.

Philadelphia Trust Company first reported a position in UNH in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.43M in Q1 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Philadelphia Trust Company held 640 shares of UnitedHealth worth $266K as of Q2 2026.
  • UnitedHealth was a new Philadelphia Trust Company position in Q2 2026.
  • UnitedHealth made up 0.02% of Philadelphia Trust Company's portfolio in Q2 2026, its #236 holding.
  • Philadelphia Trust Company first reported a position in UnitedHealth in Q4 2019 and has held it in 25 quarters since.
  • Philadelphia Trust Company's UnitedHealth position peaked at $3.43M in Q1 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Philadelphia Trust Company's 13F filing for Q2 2026, filed 10 Aug 2026.