Trust Company of Vermont’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $2.57M | Sell |
7,800
-837
| -10% | -$284K | 0.11% | 123 |
|
|
2025
Q3 | $2.98M | Sell |
8,637
-4,108
| -32% | -$1.24M | 0.13% | 116 |
|
|
2025
Q2 | $3.98M | Sell |
12,745
-26,799
| -68% | -$10.2M | 0.19% | 110 |
|
|
2025
Q1 | $20.7M | Buy |
39,544
+551
| +1% | +$282K | 1.03% | 25 |
|
|
2024
Q4 | $19.7M | Buy |
38,993
+3,268
| +9% | +$1.86M | 0.96% | 28 |
|
|
2024
Q3 | $20.9M | Buy |
35,725
+1,779
| +5% | +$1.01M | 1.05% | 25 |
|
|
2024
Q2 | $17.3M | Buy |
33,946
+1,814
| +6% | +$889K | 0.94% | 26 |
|
|
2024
Q1 | $15.9M | Buy |
32,132
+4,860
| +18% | +$2.47M | 0.89% | 31 |
|
|
2023
Q4 | $14.4M | Buy |
27,272
+2,661
| +11% | +$1.42M | 0.96% | 27 |
|
|
2023
Q3 | $12.4M | Buy |
24,611
+4,363
| +22% | +$2.15M | 0.84% | 35 |
|
|
2023
Q2 | $9.73M | Buy |
20,248
+3,015
| +17% | +$1.47M | 0.63% | 47 |
|
|
2023
Q1 | $8.14M | Buy |
17,233
+2,687
| +18% | +$1.3M | 0.57% | 52 |
|
|
2022
Q4 | $7.71M | Buy |
14,546
+610
| +4% | +$323K | 0.57% | 52 |
|
|
2022
Q3 | $7.04M | Buy |
13,936
+174
| +1% | +$91.5K | 0.56% | 52 |
|
|
2022
Q2 | $7.07M | Buy |
13,762
+221
| +2% | +$111K | 0.54% | 60 |
|
|
2022
Q1 | $6.91M | Buy |
13,541
+69
| +0.5% | +$33.3K | 0.47% | 73 |
|
|
2021
Q4 | $6.76M | Buy |
13,472
+223
| +2% | +$101K | 0.43% | 72 |
|
|
2021
Q3 | $5.18M | Buy |
13,249
+125
| +1% | +$51.8K | 0.37% | 86 |
|
|
2021
Q2 | $5.26M | Buy |
13,124
+245
| +2% | +$97.7K | 0.37% | 89 |
|
|
2021
Q1 | $4.79M | Sell |
12,879
-2
| -0% | -$693 | 0.36% | 84 |
|
|
2020
Q4 | $4.52M | Buy |
12,881
+554
| +4% | +$186K | 0.36% | 83 |
|
|
2020
Q3 | $3.84M | Buy |
12,327
+572
| +5% | +$176K | 0.35% | 83 |
|
|
2020
Q2 | $3.47M | Sell |
11,755
-154
| -1% | -$44.1K | 0.34% | 87 |
|
|
2020
Q1 | $2.97M | Buy |
11,909
+459
| +4% | +$126K | 0.28% | 89 |
|
|
2019
Q4 | $3.37M | Buy |
11,450
+254
| +2% | +$66.5K | 0.25% | 93 |
|
|
2019
Q3 | $2.43M | Sell |
11,196
-684
| -6% | -$165K | 0.2% | 111 |
|
|
2019
Q2 | $2.9M | Buy |
11,880
+123
| +1% | +$29.6K | 0.24% | 97 |
|
|
2019
Q1 | $2.91M | Buy |
11,757
+1,743
| +17% | +$445K | 0.25% | 95 |
|
|
2018
Q4 | $2.5M | Buy |
10,014
+533
| +6% | +$141K | 0.24% | 97 |
|
|
2018
Q3 | $2.52M | Buy |
9,481
+163
| +2% | +$42.4K | 0.21% | 107 |
|
|
2018
Q2 | $2.29M | Buy |
9,318
+1,927
| +26% | +$463K | 0.2% | 110 |
|
|
2018
Q1 | $1.58M | Buy |
7,391
+102
| +1% | +$23.3K | 0.15% | 135 |
|
|
2017
Q4 | $1.61M | Buy |
7,289
+67
| +0.9% | +$14.2K | 0.15% | 140 |
|
|
2017
Q3 | $1.42M | Buy |
7,222
+248
| +4% | +$47.9K | 0.14% | 143 |
|
|
2017
Q2 | $1.29M | Buy |
6,974
+922
| +15% | +$162K | 0.13% | 146 |
|
|
2017
Q1 | $992K | Buy |
6,052
+550
| +10% | +$90.1K | 0.11% | 156 |
|
|
2016
Q4 | $880K | Sell |
5,502
-10
| -0.2% | -$1.49K | 0.1% | 159 |
|
|
2016
Q3 | $772K | Buy |
5,512
+949
| +21% | +$133K | 0.1% | 157 |
|
|
2016
Q2 | $644K | Buy |
4,563
+39
| +0.9% | +$5.2K | 0.09% | 162 |
|
|
2016
Q1 | $584K | Sell |
4,524
-145
| -3% | -$17.2K | 0.08% | 163 |
|
|
2015
Q4 | $549K | Buy |
4,669
+239
| +5% | +$27.9K | 0.08% | 166 |
|
|
2015
Q3 | $514K | Buy |
4,430
+48
| +1% | +$5.75K | 0.08% | 167 |
|
|
2015
Q2 | $535K | Buy |
4,382
+245
| +6% | +$29K | 0.08% | 169 |
|
|
2015
Q1 | $490K | Sell |
4,137
-45
| -1% | -$5K | 0.07% | 174 |
|
|
2014
Q4 | $423K | Buy |
4,182
+310
| +8% | +$29.4K | 0.06% | 187 |
|
|
2014
Q3 | $334K | Buy |
3,872
+230
| +6% | +$19.4K | 0.05% | 194 |
|
|
2014
Q2 | $298K | Sell |
3,642
-130
| -3% | -$10.2K | 0.05% | 194 |
|
|
2014
Q1 | $309K | Sell |
3,772
-275
| -7% | -$20.7K | 0.05% | 186 |
|
|
2013
Q4 | $304K | Buy |
4,047
+300
| +8% | +$21.6K | 0.05% | 189 |
|
|
2013
Q3 | $269K | Buy |
3,747
+100
| +3% | +$7.16K | 0.05% | 189 |
|
|
2013
Q2 | $239K | Buy |
+3,647
| New | +$227K | 0.05% | 192 |
|
Other funds holding UNH
Trust Company of Vermont's UNH Position: Q4 2025 in Review
Trust Company of Vermont reduced its UnitedHealth (UNH) stake by 9.7% in Q4 2025, selling an estimated $284K and leaving 7,800 shares worth $2.57M. The position accounts for 0.11% of the portfolio, ranked #123.
Trust Company of Vermont first reported a position in UNH in Q2 2013 and has held it in 51 quarters since. The position peaked at $20.9M in Q3 2024. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.
- Trust Company of Vermont held 7,800 shares of UnitedHealth worth $2.57M as of Q4 2025.
- Trust Company of Vermont sold 837 UnitedHealth shares in Q4 2025, an estimated $284K.
- UnitedHealth made up 0.11% of Trust Company of Vermont's portfolio in Q4 2025, its #123 holding.
- Trust Company of Vermont first reported a position in UnitedHealth in Q2 2013 and has held it in 51 quarters since.
- Trust Company of Vermont's UnitedHealth position peaked at $20.9M in Q3 2024.
- 3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.
Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.