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Colonial Trust’s UnitedHealth UNH Stock Holding History

Colonial Trust’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
Q1 		$2.76M Sell
10,187
-196
-2% -$58.4K 0.38% 72
2025
Q4 		$3.43M Sell
10,383
-747
-7% -$253K 0.46% 61
2025
Q3 		$3.84M Sell
11,130
-3,885
-26% -$1.17M 0.52% 55
2025
Q2 		$4.68M Sell
15,015
-1,386
-8% -$530K 0.68% 46
2025
Q1 		$8.59M Buy
16,401
+75
+0.5% +$38.3K 1.33% 12
2024
Q4 		$8.26M Buy
16,326
+100
+0.6% +$56.8K 1.23% 15
2024
Q3 		$9.49M Buy
16,226
+834
+5% +$472K 1.46% 9
2024
Q2 		$7.84M Buy
15,392
+698
+5% +$342K 1.38% 11
2024
Q1 		$7.27M Sell
14,694
-115
-0.8% -$58.5K 1.36% 13
2023
Q4 		$7.8M Buy
14,809
+1,332
+10% +$710K 1.62% 6
2023
Q3 		$6.79M Sell
13,477
-456
-3% -$224K 1.68% 6
2023
Q2 		$6.7M Buy
13,933
+203
+1% +$99.3K 1.6% 8
2023
Q1 		$6.49M Sell
13,730
-151
-1% -$72.9K 1.65% 6
2022
Q4 		$7.36M Sell
13,881
-13
-0.1% -$6.89K 2.01% 5
2022
Q3 		$7.02M Buy
+13,894
New +$7.31M 2.24% 5

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Colonial Trust's UNH Position: Q1 2026 in Review

Colonial Trust reduced its UnitedHealth (UNH) stake by 1.9% in Q1 2026, selling an estimated $58.4K and leaving 10,187 shares worth $2.76M. The position accounts for 0.38% of the portfolio, ranked #72.

Colonial Trust first reported a position in UNH in Q3 2022 and has held it in 15 quarters since. The position peaked at $9.49M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Colonial Trust held 10,187 shares of UnitedHealth worth $2.76M as of Q1 2026.
  • Colonial Trust sold 196 UnitedHealth shares in Q1 2026, an estimated $58.4K.
  • UnitedHealth made up 0.38% of Colonial Trust's portfolio in Q1 2026, its #72 holding.
  • Colonial Trust first reported a position in UnitedHealth in Q3 2022 and has held it in 15 quarters since.
  • Colonial Trust's UnitedHealth position peaked at $9.49M in Q3 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.