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Somerset Trust’s UnitedHealth UNH Stock Holding History

Somerset Trust’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
2025
Q3 		– Sell
-6,425
Closed -$2M – 190
2025
Q2 		$2M Sell
6,425
-558
-8% -$213K 0.65% 46
2025
Q1 		$3.66M Buy
6,983
+410
+6% +$210K 1.3% 32
2024
Q4 		$3.33M Buy
6,573
+310
+5% +$176K 1.25% 32
2024
Q3 		$3.66M Sell
6,263
-36
-0.6% -$20.4K 1.37% 29
2024
Q2 		$3.21M Buy
6,299
+85
+1% +$41.7K 1.32% 31
2024
Q1 		$3.07M Buy
6,214
+532
+9% +$270K 1.25% 34
2023
Q4 		$2.99M Buy
5,682
+87
+2% +$46.4K 1.31% 32
2023
Q3 		$2.82M Sell
5,595
-9
-0.2% -$4.43K 1.29% 30
2023
Q2 		$2.69M Sell
5,604
-147
-3% -$71.9K 1.16% 35
2023
Q1 		$2.72M Sell
5,751
-55
-0.9% -$26.5K 1.18% 35
2022
Q4 		$3.08M Sell
5,806
-14
-0.2% -$7.42K 1.29% 34
2022
Q3 		$2.94M Buy
5,820
+76
+1% +$40K 1.37% 31
2022
Q2 		$2.95M Buy
5,744
+122
+2% +$61.3K 1.29% 33
2022
Q1 		$2.87M Buy
5,622
+29
+0.5% +$14K 1.11% 39
2021
Q4 		$2.81M Buy
5,593
+340
+6% +$154K 1.02% 40
2021
Q3 		$2.05M Sell
5,253
-97
-2% -$40.2K 0.84% 46
2021
Q2 		$2.14M Buy
5,350
+69
+1% +$27.5K 0.87% 45
2021
Q1 		$1.96M Buy
5,281
+172
+3% +$59.6K 0.85% 44
2020
Q4 		$1.79M Sell
5,109
-27
-0.5% -$9.05K 0.81% 46
2020
Q3 		$1.6M Buy
5,136
+121
+2% +$37.2K 0.81% 47
2020
Q2 		$1.48M Buy
+5,015
New +$1.44M 0.79% 48

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Somerset Trust's UNH Position: Q3 2025 in Review

Somerset Trust sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 6,425 shares — an estimated $2M sold.

Somerset Trust first reported a position in UNH in Q2 2020 and held it in 21 quarters. The position peaked at $3.66M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Somerset Trust reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Somerset Trust sold 6,425 UnitedHealth shares in Q3 2025, an estimated $2M.
  • Somerset Trust first reported a position in UnitedHealth in Q2 2020 and held it in 21 quarters.
  • Somerset Trust's UnitedHealth position peaked at $3.66M in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Somerset Trust's 13F filing for Q3 2025, filed 14 Oct 2025.