Colonial Trust Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.73M | Sell |
28,568
-1,764
| -6% | -$525K | 0.6% | 56 |
|
|
2025
Q4 | $10M | Sell |
30,332
-1,402
| -4% | -$475K | 0.75% | 41 |
|
|
2025
Q3 | $11M | Sell |
31,734
-7,300
| -19% | -$2.21M | 0.84% | 37 |
|
|
2025
Q2 | $12.2M | Sell |
39,034
-746
| -2% | -$285K | 1.01% | 31 |
|
|
2025
Q1 | $20.8M | Sell |
39,780
-315
| -0.8% | -$161K | 1.85% | 11 |
|
|
2024
Q4 | $20.3M | Sell |
40,095
-865
| -2% | -$491K | 1.8% | 11 |
|
|
2024
Q3 | $23.9M | Buy |
40,960
+494
| +1% | +$279K | 2.07% | 7 |
|
|
2024
Q2 | $20.6M | Buy |
40,466
+166
| +0.4% | +$81.4K | 1.97% | 11 |
|
|
2024
Q1 | $19.9M | Sell |
40,300
-657
| -2% | -$334K | 1.97% | 9 |
|
|
2023
Q4 | $21.6M | Sell |
40,957
-800
| -2% | -$427K | 2.29% | 5 |
|
|
2023
Q3 | $21.1M | Buy |
41,757
+194
| +0.5% | +$95.5K | 2.41% | 5 |
|
|
2023
Q2 | $20M | Sell |
41,563
-762
| -2% | -$373K | 2.22% | 6 |
|
|
2023
Q1 | $20M | Sell |
42,325
-538
| -1% | -$260K | 2.35% | 5 |
|
|
2022
Q4 | $22.7M | Sell |
42,863
-396
| -0.9% | -$210K | 2.79% | 5 |
|
|
2022
Q3 | $21.8M | Buy |
43,259
+771
| +2% | +$405K | 2.96% | 3 |
|
|
2022
Q2 | $21.8M | Sell |
42,488
-408
| -1% | -$205K | 3.07% | 5 |
|
|
2022
Q1 | $21.9M | Sell |
42,896
-97
| -0.2% | -$46.8K | 2.59% | 5 |
|
|
2021
Q4 | $21.6M | Sell |
42,993
-756
| -2% | -$342K | 2.41% | 5 |
|
|
2021
Q3 | $17.1M | Sell |
43,749
-620
| -1% | -$257K | 2.11% | 9 |
|
|
2021
Q2 | $17.8M | Sell |
44,369
-259
| -0.6% | -$103K | 2.17% | 9 |
|
|
2021
Q1 | $16.6M | Sell |
44,628
-215
| -0.5% | -$74.5K | 2.18% | 10 |
|
|
2020
Q4 | $15.7M | Sell |
44,843
-37
| -0.1% | -$12.4K | 2.18% | 11 |
|
|
2020
Q3 | $14M | Sell |
44,880
-764
| -2% | -$235K | 2.2% | 11 |
|
|
2020
Q2 | $13.5M | Buy |
45,644
+726
| +2% | +$208K | 2.3% | 9 |
|
|
2020
Q1 | $11.2M | Sell |
44,918
-21
| -0% | -$5.78K | 2.34% | 10 |
|
|
2019
Q4 | $13.2M | Sell |
44,939
-239
| -0.5% | -$62.5K | 2.19% | 11 |
|
|
2019
Q3 | $9.82M | Sell |
45,178
-36
| -0.1% | -$8.69K | 1.74% | 17 |
|
|
2019
Q2 | $11M | Sell |
45,214
-331
| -0.7% | -$79.6K | 2% | 15 |
|
|
2019
Q1 | $11.3M | Buy |
45,545
+4,077
| +10% | +$1.04M | 2.14% | 13 |
|
|
2018
Q4 | $10.3M | Sell |
41,468
-3,609
| -8% | -$953K | 2.52% | 6 |
|
|
2018
Q3 | $12M | Sell |
45,077
-810
| -2% | -$211K | 2.24% | 10 |
|
|
2018
Q2 | $11.3M | Sell |
45,887
-615
| -1% | -$148K | 2.23% | 7 |
|
|
2018
Q1 | $9.95M | Sell |
46,502
-12,098
| -21% | -$2.76M | 2.03% | 13 |
|
|
2017
Q4 | $12.9M | Buy |
58,600
+11,951
| +26% | +$2.53M | 2% | 15 |
|
|
2017
Q3 | $9.14M | Buy |
46,649
+426
| +0.9% | +$82.3K | 2.01% | 14 |
|
|
2017
Q2 | $8.57M | Buy |
46,223
+12,080
| +35% | +$2.12M | 1.95% | 14 |
|
|
2017
Q1 | $5.92M | Buy |
34,143
+570
| +2% | +$93.3K | 1.82% | 15 |
|
|
2016
Q4 | $5.37M | Sell |
33,573
-708
| -2% | -$106K | 1.73% | 18 |
|
|
2016
Q3 | $4.8M | Buy |
34,281
+296
| +0.9% | +$41.5K | 1.51% | 21 |
|
|
2016
Q2 | $4.8M | Buy |
33,985
+446
| +1% | +$59.5K | 1.54% | 19 |
|
|
2016
Q1 | $4.32M | Buy |
33,539
+175
| +0.5% | +$20.7K | 1.41% | 22 |
|
|
2015
Q4 | $3.92M | Sell |
33,364
-775
| -2% | -$90.6K | 1.31% | 25 |
|
|
2015
Q3 | $3.96M | Buy |
34,139
+1,035
| +3% | +$124K | 1.33% | 25 |
|
|
2015
Q2 | $4.04M | Buy |
33,104
+2,620
| +9% | +$310K | 1.25% | 27 |
|
|
2015
Q1 | $3.61M | Buy |
30,484
+7,875
| +35% | +$875K | 1.1% | 29 |
|
|
2014
Q4 | $2.29M | Sell |
22,609
-4,960
| -18% | -$470K | 0.88% | 38 |
|
|
2014
Q3 | $2.38M | Sell |
27,569
-60
| -0.2% | -$5.07K | 0.74% | 48 |
|
|
2014
Q2 | $2.26M | Sell |
27,629
-400
| -1% | -$31.5K | 0.69% | 52 |
|
|
2014
Q1 | $2.3M | Sell |
28,029
-34
| -0.1% | -$2.56K | 0.72% | 52 |
|
|
2013
Q4 | $2.11M | Buy |
+28,063
| New | +$2.02M | 0.66% | 57 |
|
Other funds holding UNH
VCM
VPM
Colonial Trust Advisors's UNH Position: Q1 2026 in Review
Colonial Trust Advisors reduced its UnitedHealth (UNH) stake by 5.8% in Q1 2026, selling an estimated $525K and leaving 28,568 shares worth $7.73M. The position accounts for 0.6% of the portfolio, ranked #56.
Colonial Trust Advisors first reported a position in UNH in Q4 2013 and has held it in 50 quarters since. The position peaked at $23.9M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Colonial Trust Advisors held 28,568 shares of UnitedHealth worth $7.73M as of Q1 2026.
- Colonial Trust Advisors sold 1,764 UnitedHealth shares in Q1 2026, an estimated $525K.
- UnitedHealth made up 0.6% of Colonial Trust Advisors's portfolio in Q1 2026, its #56 holding.
- Colonial Trust Advisors first reported a position in UnitedHealth in Q4 2013 and has held it in 50 quarters since.
- Colonial Trust Advisors's UnitedHealth position peaked at $23.9M in Q3 2024.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.