UnitedHealth shares owned by Amg National Trust Bank
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Amg National Trust Bank
from 13F filings
Historical chart of Amg National Trust Bank investment in UnitedHealth
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All positions including UnitedHealth held by Amg National Trust Bank consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Amg National Trust Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 16k | 345.29 |
| 2025-06-30 | $4.7M | 15k | 311.98 |
| 2025-03-31 | $7.7M | 15k | 523.74 |
| 2024-12-31 | $7.6M | 15k | 506.06 |
| 2024-09-30 | $10M | 18k | 584.69 |
| 2024-06-30 | $8.6M | 17k | 509.26 |
| 2024-03-31 | $7.7M | 16k | 494.71 |
| 2023-12-31 | $8.3M | 16k | 526.48 |
| 2023-09-30 | $7.9M | 16k | 504.18 |
| 2023-06-30 | $7.6M | 16k | 480.63 |
| 2023-03-31 | $7.0M | 15k | 472.60 |
| 2022-12-31 | $7.6M | 14k | 530.19 |
| 2022-09-30 | $7.5M | 15k | 505.06 |
| 2022-06-30 | $7.6M | 14k | 540.62 |
| 2022-03-31 | $7.4M | 15k | 510.01 |
| 2021-12-31 | $7.5M | 15k | 502.14 |
| 2021-09-30 | $6.0M | 15k | 390.75 |
| 2021-06-30 | $6.0M | 15k | 400.44 |
| 2021-03-31 | $5.5M | 15k | 372.07 |
| 2020-12-31 | $5.2M | 15k | 350.71 |
| 2020-09-30 | $4.6M | 15k | 311.76 |
| 2020-06-30 | $4.3M | 15k | 294.97 |