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Community Trust & Investment’s UnitedHealth UNH Stock Holding History

Community Trust & Investment’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 		$26.7M Sell
64,215
-1,154
-2% -$428K 1.38% 20
2026
Q1 		$17.7M Buy
65,369
+3,275
+5% +$975K 0.96% 37
2025
Q4 		$20.5M Sell
62,094
-570
-0.9% -$193K 1.08% 29
2025
Q3 		$21.6M Buy
62,664
+984
+2% +$298K 1.17% 24
2025
Q2 		$19.2M Buy
61,680
+2,495
+4% +$954K 1.11% 29
2025
Q1 		$31M Buy
59,185
+684
+1% +$350K 1.98% 11
2024
Q4 		$29.6M Buy
58,501
+969
+2% +$551K 1.83% 11
2024
Q3 		$33.6M Sell
57,532
-1,123
-2% -$635K 2.13% 10
2024
Q2 		$29.9M Sell
58,655
-887
-1% -$435K 2.04% 10
2024
Q1 		$29.5M Buy
59,542
+735
+1% +$374K 2.07% 10
2023
Q4 		$31M Sell
58,807
-244
-0.4% -$130K 2.37% 9
2023
Q3 		$29.8M Buy
59,051
+1,753
+3% +$863K 2.49% 6
2023
Q2 		$27.5M Buy
57,298
+6,034
+12% +$2.95M 2.21% 8
2023
Q1 		$24.2M Buy
51,264
+615
+1% +$297K 2.08% 9
2022
Q4 		$26.9M Sell
50,649
-1,534
-3% -$813K 2.44% 6
2022
Q3 		$26.4M Sell
52,183
-5,580
-10% -$2.93M 2.52% 7
2022
Q2 		$29.7M Sell
57,763
-1,324
-2% -$665K 2.74% 7
2022
Q1 		$30.1M Sell
59,087
-7,616
-11% -$3.67M 2.66% 6
2021
Q4 		$33.5M Sell
66,703
-111
-0.2% -$50.2K 2.59% 8
2021
Q3 		$26.1M Buy
66,814
+1,066
+2% +$442K 2.18% 9
2021
Q2 		$26.3M Sell
65,748
-9,634
-13% -$3.84M 2.41% 8
2021
Q1 		$28M Sell
75,382
-12,430
-14% -$4.31M 2.74% 8
2020
Q4 		$30.8M Sell
87,812
-10,291
-10% -$3.45M 3.13% 7
2020
Q3 		$30.6M Sell
98,103
-617
-0.6% -$190K 3.5% 7
2020
Q2 		$29.1M Sell
98,720
-923
-0.9% -$264K 3.5% 7
2020
Q1 		$24.8M Sell
99,643
-1,823
-2% -$502K 3.51% 6
2019
Q4 		$29.8M Sell
101,466
-3,894
-4% -$1.02M 3.41% 7
2019
Q3 		$22.9M Sell
105,360
-2,181
-2% -$526K 2.75% 8
2019
Q2 		$26.2M Buy
107,541
+4,056
+4% +$976K 3.23% 8
2019
Q1 		$25.6M Sell
103,485
-965
-0.9% -$246K 3.15% 8
2018
Q4 		$26M Sell
104,450
-4,630
-4% -$1.22M 3.9% 5
2018
Q3 		$29M Sell
109,080
-11,125
-9% -$2.89M 3.33% 8
2018
Q2 		$29.5M Sell
120,205
-1,438
-1% -$345K 3.43% 6
2018
Q1 		$26M Sell
121,643
-16
-0% -$3.65K 3.15% 8
2017
Q4 		$26.8M Sell
121,659
-14,641
-11% -$3.1M 3.35% 8
2017
Q3 		$26.7M Buy
136,300
+560
+0.4% +$108K 2.87% 9
2017
Q2 		$25.2M Sell
135,740
-197
-0.1% -$34.5K 2.81% 8
2017
Q1 		$22.3M Buy
135,937
+4,321
+3% +$708K 2.58% 10
2016
Q4 		$21.1M Sell
131,616
-1,409
-1% -$210K 2.51% 9
2016
Q3 		$18.6M Sell
133,025
-1,717
-1% -$240K 2.38% 10
2016
Q2 		$19M Buy
134,742
+233
+0.2% +$31.1K 2.42% 12
2016
Q1 		$17.3M Sell
134,509
-1,488
-1% -$176K 2.22% 17
2015
Q4 		$16M Sell
135,997
-3,159
-2% -$369K 2.09% 16
2015
Q3 		$16.1M Buy
139,156
+2,705
+2% +$324K 2.18% 13
2015
Q2 		$16.6M Sell
136,451
-3,823
-3% -$452K 2.18% 14
2015
Q1 		$16.6M Buy
140,274
+2,880
+2% +$320K 2.23% 13
2014
Q4 		$13.9M Sell
137,394
-61,585
-31% -$5.84M 1.91% 21
2014
Q3 		$17.2M Sell
198,979
-24,262
-11% -$2.05M 2.51% 16
2014
Q2 		$18.3M Buy
223,241
+4,670
+2% +$367K 2.76% 9
2014
Q1 		$17.9M Buy
218,571
+32,166
+17% +$2.42M 3.03% 6
2013
Q4 		$14M Buy
186,405
+13,968
+8% +$1M 2.58% 8
2013
Q3 		$12.3M Buy
172,437
+4,212
+3% +$301K 2.53% 9
2013
Q2 		$11M Buy
+168,225
New +$10.5M 2.34% 13

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Community Trust & Investment's UNH Position: Q2 2026 in Review

Community Trust & Investment reduced its UnitedHealth (UNH) stake by 1.8% in Q2 2026, selling an estimated $428K and leaving 64,215 shares worth $26.7M. The position accounts for 1.38% of the portfolio, ranked #20.

Community Trust & Investment first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $33.6M in Q3 2024. 1,529 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Community Trust & Investment held 64,215 shares of UnitedHealth worth $26.7M as of Q2 2026.
  • Community Trust & Investment sold 1,154 UnitedHealth shares in Q2 2026, an estimated $428K.
  • UnitedHealth made up 1.38% of Community Trust & Investment's portfolio in Q2 2026, its #20 holding.
  • Community Trust & Investment first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Community Trust & Investment's UnitedHealth position peaked at $33.6M in Q3 2024.
  • 1,529 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Community Trust & Investment's 13F filing for Q2 2026, filed 8 Jul 2026.