Global Trust Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $223K | Sell |
536
-22
| -4% | -$8.15K | 0.07% | 133 |
|
|
2026
Q1 | $151K | Hold |
558
| – | – | 0.06% | 159 |
|
|
2025
Q4 | $184K | Sell |
558
-352
| -39% | -$119K | 0.07% | 149 |
|
|
2025
Q3 | $314K | Sell |
910
-270
| -23% | -$81.7K | 0.14% | 132 |
|
|
2025
Q2 | $368K | Sell |
1,180
-188
| -14% | -$71.9K | 0.2% | 107 |
|
|
2025
Q1 | $716K | Sell |
1,368
-306
| -18% | -$156K | 0.44% | 55 |
|
|
2024
Q4 | $847K | Buy |
1,674
+57
| +4% | +$32.4K | 0.32% | 73 |
|
|
2024
Q3 | $945K | Sell |
1,617
-10
| -0.6% | -$5.66K | 0.35% | 72 |
|
|
2024
Q2 | $828K | Hold |
1,627
| – | – | 0.33% | 73 |
|
|
2024
Q1 | $805K | Sell |
1,627
-135
| -8% | -$68.6K | 0.33% | 72 |
|
|
2023
Q4 | $928K | Buy |
1,762
+135
| +8% | +$72K | 0.41% | 60 |
|
|
2023
Q3 | $820K | Sell |
1,627
-15
| -0.9% | -$7.38K | 0.39% | 67 |
|
|
2023
Q2 | $789K | Hold |
1,642
| – | – | 0.35% | 69 |
|
|
2023
Q1 | $776K | Buy |
1,642
+10
| +0.6% | +$4.83K | 0.37% | 68 |
|
|
2022
Q4 | $865K | Sell |
1,632
-150
| -8% | -$79.5K | 0.44% | 66 |
|
|
2022
Q3 | $900K | Buy |
1,782
+86
| +5% | +$45.2K | 0.47% | 60 |
|
|
2022
Q2 | $871K | Sell |
1,696
-8
| -0.5% | -$4.02K | 0.43% | 60 |
|
|
2022
Q1 | $869K | Sell |
1,704
-631
| -27% | -$304K | 0.36% | 63 |
|
|
2021
Q4 | $1.17M | Buy |
2,335
+731
| +46% | +$331K | 0.46% | 53 |
|
|
2021
Q3 | $627K | Sell |
1,604
-2
| -0.1% | -$828 | 0.28% | 83 |
|
|
2021
Q2 | $643K | Sell |
1,606
-670
| -29% | -$267K | 0.31% | 79 |
|
|
2021
Q1 | $847K | Buy |
2,276
+640
| +39% | +$222K | 0.47% | 56 |
|
|
2020
Q4 | $574K | Hold |
1,636
| – | – | 0.32% | 85 |
|
|
2020
Q3 | $512K | Hold |
1,636
| – | – | 0.33% | 83 |
|
|
2020
Q2 | $483K | Buy |
1,636
+176
| +12% | +$50.4K | 0.34% | 78 |
|
|
2020
Q1 | $367K | Sell |
1,460
-700
| -32% | -$193K | 0.29% | 91 |
|
|
2019
Q4 | $635K | Buy |
2,160
+700
| +48% | +$183K | 0.38% | 79 |
|
|
2019
Q3 | $317K | Sell |
1,460
-12,569
| -90% | -$3.03M | 0.21% | 109 |
|
|
2019
Q2 | $241K | Buy |
14,029
+13,402
| +2,137% | +$3.22M | 0.16% | 137 |
|
|
2019
Q1 | $155K | Sell |
627
-1,698
| -73% | -$433K | 0.11% | 155 |
|
|
2018
Q4 | $579K | Sell |
2,325
-709
| -23% | -$187K | 0.52% | 59 |
|
|
2018
Q3 | $807K | Sell |
3,034
-444
| -13% | -$115K | 0.56% | 48 |
|
|
2018
Q2 | $853K | Buy |
3,478
+1,908
| +122% | +$458K | 0.64% | 43 |
|
|
2018
Q1 | $336K | Sell |
1,570
-1,244
| -44% | -$284K | 0.26% | 98 |
|
|
2017
Q4 | $620K | Buy |
+2,814
| New | +$596K | 0.44% | 64 |
|
Other funds holding UNH
VAM
Global Trust Asset Management's UNH Position: Q2 2026 in Review
Global Trust Asset Management reduced its UnitedHealth (UNH) stake by 3.9% in Q2 2026, selling an estimated $8.15K and leaving 536 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #133.
Global Trust Asset Management first reported a position in UNH in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.17M in Q4 2021. 1,729 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Global Trust Asset Management held 536 shares of UnitedHealth worth $223K as of Q2 2026.
- Global Trust Asset Management sold 22 UnitedHealth shares in Q2 2026, an estimated $8.15K.
- UnitedHealth made up 0.07% of Global Trust Asset Management's portfolio in Q2 2026, its #133 holding.
- Global Trust Asset Management first reported a position in UnitedHealth in Q4 2017 and has held it in 35 quarters since.
- Global Trust Asset Management's UnitedHealth position peaked at $1.17M in Q4 2021.
- 1,729 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.