Colonial River Investments’s UnitedHealth UNH Stock Holding History

Colonial River Investments’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	$1.11M	Sell	2,666 -658	-20%	-$244K	0.32%	67
2026 Q1	$899K	Buy	3,324 +50	+2%	+$14.9K	0.32%	68
2025 Q4	$1.08M	Sell	3,274 -63	-2%	-$21.4K	0.39%	54
2025 Q3	$1.15M	Buy	3,337 +60	+2%	+$18.1K	0.43%	56
2025 Q2	$981K	Buy	3,277 +794	+32%	+$303K	0.42%	57
2025 Q1	$1.3M	Sell	2,483 -275	-10%	-$141K	0.72%	34
2024 Q4	$1.39M	Buy	2,758 +81	+3%	+$46K	0.68%	45
2024 Q3	$1.57M	Buy	2,677 +458	+21%	+$259K	0.78%	39
2024 Q2	$1.13M	Sell	2,219 -43	-2%	-$21.1K	0.61%	51
2024 Q1	$1.12M	Sell	2,262 -904	-29%	-$460K	0.63%	49
2023 Q4	$1.67M	Buy	3,166 +733	+30%	+$391K	0.99%	24
2023 Q3	$1.23M	Buy	2,433 +588	+32%	+$289K	0.8%	39
2023 Q2	$887K	Sell	1,845 -380	-17%	-$186K	0.58%	44
2023 Q1	$1.05M	Sell	2,225 -190	-8%	-$91.7K	0.62%	46
2022 Q4	$1.28M	Buy	2,415 +163	+7%	+$86.3K	0.82%	36
2022 Q3	$1.14M	Sell	2,252 -119	-5%	-$62.6K	0.79%	38
2022 Q2	$1.22M	Buy	2,371 +284	+14%	+$143K	0.8%	35
2022 Q1	$1.06M	Sell	2,087 -384	-16%	-$185K	0.61%	44
2021 Q4	$1.24M	Buy	+2,471	New	+$1.12M	0.67%	40
2021 Q3	–	Sell	-1,892	Closed	-$758K	–	174
2021 Q2	$758K	Sell	1,892 -53	-3%	-$21.1K	0.54%	54
2021 Q1	$724K	Sell	1,945 -128	-6%	-$44.4K	0.58%	53
2020 Q4	$683K	Buy	+2,073	New	+$695K	0.31%	56

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Colonial River Investments's UNH Position: Q2 2026 in Review

Colonial River Investments reduced its UnitedHealth (UNH) stake by 20% in Q2 2026, selling an estimated $244K and leaving 2,666 shares worth $1.11M. The position accounts for 0.32% of the portfolio, ranked #67.

Colonial River Investments first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.67M in Q4 2023. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Colonial River Investments held 2,666 shares of UnitedHealth worth $1.11M as of Q2 2026.
Colonial River Investments sold 658 UnitedHealth shares in Q2 2026, an estimated $244K.
UnitedHealth made up 0.32% of Colonial River Investments's portfolio in Q2 2026, its #67 holding.
Colonial River Investments first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
Colonial River Investments's UnitedHealth position peaked at $1.67M in Q4 2023.
3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.