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Arbor Trust Wealth Advisors, LLC

SEC CIK
0001797135
Latest filing
Aug 6, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Arbor Trust Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q2 2023
Holdings of UNH by Arbor Trust Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−3,065−100.0%Sold outHolders
Q2 20253,065$956.2K0.5%−134−4.2%ReducedHolders
Q1 20253,199$1.68M0.8%+182+6.0%AddedHolders
Q4 20243,017$1.53M0.7%+304+11.2%AddedHolders
Q3 20242,713$1.38M0.7%00.0%UnchangedHolders
Q2 20242,713$1.38M0.7%+150+5.9%AddedHolders
Q1 20242,563$1.15M0.6%+140+5.8%AddedHolders
Q4 20232,423$1.28M0.8%+569+30.7%AddedHolders
Q3 20231,854$934.8K0.6%+405+28.0%AddedHolders
Q2 20231,449$696.5K0.4%+1,449NewHolders