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Riverview Trust Company’s UnitedHealth UNH Stock Holding History

Riverview 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 		$20.8K Hold
50
– – 0.02% 133
2026
Q1 		$13.5K Sell
50
-110
-69% -$32.8K 0.02% 164
2025
Q4 		$52.8K Buy
160
+35
+28% +$11.9K 0.06% 118
2025
Q3 		$43.2K Hold
125
– – 0.05% 132
2025
Q2 		$39K Sell
125
-751
-86% -$287K 0.05% 138
2025
Q1 		$459K Sell
876
-245
-22% -$125K 0.45% 40
2024
Q4 		$567K Buy
1,121
+33
+3% +$18.8K 0.52% 38
2024
Q3 		$636K Sell
1,088
-8
-0.7% -$4.53K 0.56% 33
2024
Q2 		$558K Sell
1,096
-1,618
-60% -$793K 0.53% 37
2024
Q1 		$1.34M Buy
2,714
+85
+3% +$43.2K 1.04% 22
2023
Q4 		$1.38M Hold
2,629
– – 1.41% 15
2023
Q3 		$1.33M Hold
2,629
– – 1.18% 16
2023
Q2 		$1.26M Hold
2,629
– – 1.15% 17
2023
Q1 		$1.24M Sell
2,629
-105
-4% -$50.7K 1.14% 19
2022
Q4 		$1.45M Sell
2,734
-8
-0.3% -$4.24K 1.37% 13
2022
Q3 		$1.39M Sell
2,742
-12
-0.4% -$6.31K 1.34% 12
2022
Q2 		$1.42M Buy
2,754
+125
+5% +$62.8K 1.23% 16
2022
Q1 		$1.34M Buy
2,629
+649
+33% +$313K 0.99% 18
2021
Q4 		$994 Hold
1,980
– – 0.58% 24
2021
Q3 		$774K Hold
1,980
– – 0.82% 28
2021
Q2 		$793K Hold
1,980
– – 0.84% 26
2021
Q1 		$737K Hold
1,980
– – 0.82% 28
2020
Q4 		$694K Sell
1,980
-366
-16% -$123K 0.77% 29
2020
Q3 		$731K Sell
2,346
-514
-18% -$158K 0.84% 25
2020
Q2 		$844K Hold
2,860
– – 0.82% 25
2020
Q1 		$713K Sell
2,860
-250
-8% -$68.8K 0.68% 27
2019
Q4 		$914K Hold
3,110
– – 0.62% 30
2019
Q3 		$676K Hold
3,110
– – 0.47% 40
2019
Q2 		$759K Hold
3,110
– – 0.53% 31
2019
Q1 		$769K Hold
3,110
– – 0.58% 29
2018
Q4 		$775K Buy
+3,110
New +$822K 0.61% 27

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Riverview Trust Company held its UnitedHealth (UNH) position steady in Q2 2026 at 50 shares worth $20.8K. The position accounts for 0.02% of the portfolio, ranked #133.

Riverview Trust Company first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.45M in Q4 2022. 1,652 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Riverview Trust Company held 50 shares of UnitedHealth worth $20.8K as of Q2 2026.
  • Riverview Trust Company left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.02% of Riverview Trust Company's portfolio in Q2 2026, its #133 holding.
  • Riverview Trust Company first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • Riverview Trust Company's UnitedHealth position peaked at $1.45M in Q4 2022.
  • 1,652 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Riverview Trust Company's 13F filing for Q2 2026, filed 3 Aug 2026.