Heritage Trust’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 | $7.77M | Buy |
28,702
+439
| +2% | +$131K | 0.78% | 30 |
|
|
2025
Q4 | $9.33M | Buy |
28,263
+805
| +3% | +$273K | 0.95% | 22 |
|
|
2025
Q3 | $9.48M | Buy |
27,458
+342
| +1% | +$103K | 1% | 21 |
|
|
2025
Q2 | $8.46M | Buy |
27,116
+236
| +0.9% | +$90.2K | 0.98% | 20 |
|
|
2025
Q1 | $14.1M | Sell |
26,880
-462
| -2% | -$236K | 1.71% | 9 |
|
|
2024
Q4 | $13.8M | Buy |
+27,342
| New | +$15.5M | 1.63% | 10 |
|
|
2024
Q2 | $13.3M | Buy |
26,073
+143
| +0.6% | +$70.1K | 1.75% | 9 |
|
|
2024
Q1 | $12.8M | Buy |
25,930
+502
| +2% | +$255K | 1.72% | 8 |
|
|
2023
Q4 | $13.4M | Sell |
25,428
-88
| -0.3% | -$46.9K | 1.88% | 6 |
|
|
2023
Q3 | $12.9M | Buy |
25,516
+272
| +1% | +$134K | 2.01% | 6 |
|
|
2023
Q2 | $12.1M | Buy |
25,244
+885
| +4% | +$433K | 1.78% | 6 |
|
|
2023
Q1 | $11.5M | Sell |
24,359
-218
| -0.9% | -$105K | 1.81% | 7 |
|
|
2022
Q4 | $13M | Sell |
24,577
-247
| -1% | -$131K | 2.12% | 6 |
|
|
2022
Q3 | $12.5M | Sell |
24,824
-729
| -3% | -$383K | 2.19% | 4 |
|
|
2022
Q2 | $13.1M | Sell |
25,553
-237
| -0.9% | -$119K | 2.15% | 5 |
|
|
2022
Q1 | $13.2M | Buy |
25,790
+325
| +1% | +$157K | 1.86% | 8 |
|
|
2021
Q4 | $12.8M | Sell |
25,465
-46
| -0.2% | -$20.8K | 1.64% | 10 |
|
|
2021
Q3 | $9.97M | Buy |
25,511
+339
| +1% | +$140K | 1.4% | 14 |
|
|
2021
Q2 | $10.1M | Sell |
25,172
-905
| -3% | -$361K | 1.44% | 12 |
|
|
2021
Q1 | $9.7M | Sell |
26,077
-379
| -1% | -$131K | 1.48% | 14 |
|
|
2020
Q4 | $9.28M | Sell |
26,456
-405
| -2% | -$136K | 1.5% | 15 |
|
|
2020
Q3 | $8.37M | Sell |
26,861
-3,696
| -12% | -$1.14M | 1.56% | 12 |
|
|
2020
Q2 | $9.01M | Sell |
30,557
-608
| -2% | -$174K | 1.77% | 8 |
|
|
2020
Q1 | $7.77M | Sell |
31,165
-1,917
| -6% | -$528K | 1.94% | 8 |
|
|
2019
Q4 | $9.73M | Sell |
33,082
-312
| -0.9% | -$81.6K | 1.94% | 8 |
|
|
2019
Q3 | $7.26M | Sell |
33,394
-113
| -0.3% | -$27.3K | 1.57% | 11 |
|
|
2019
Q2 | $8.18M | Buy |
33,507
+358
| +1% | +$86.1K | 1.82% | 8 |
|
|
2019
Q1 | $8.2M | Buy |
33,149
+29,999
| +952% | +$7.65M | 1.89% | 8 |
|
|
2018
Q4 | $785K | Hold |
3,150
| – | – | 0.32% | 64 |
|
|
2018
Q3 | $838K | Hold |
3,150
| – | – | 0.3% | 67 |
|
|
2018
Q2 | $773K | Hold |
3,150
| – | – | 0.29% | 67 |
|
|
2018
Q1 | $674K | Sell |
3,150
-37
| -1% | -$8.45K | 0.25% | 68 |
|
|
2017
Q4 | $703K | Hold |
3,187
| – | – | 0.25% | 70 |
|
|
2017
Q3 | $624K | Buy |
3,187
+19
| +0.6% | +$3.67K | 0.23% | 74 |
|
|
2017
Q2 | $587K | Hold |
3,168
| – | – | 0.23% | 72 |
|
|
2017
Q1 | $520K | Buy |
+3,168
| New | +$519K | 0.2% | 76 |
|
Other funds holding UNH
VCM
VPM
Heritage Trust's UNH Position: Q1 2026 in Review
Heritage Trust increased its UnitedHealth (UNH) stake by 1.6% in Q1 2026, buying an estimated $131K and bringing the position to 28,702 shares worth $7.77M. The position accounts for 0.78% of the portfolio, ranked #30.
Heritage Trust first reported a position in UNH in Q1 2017 and has held it in 36 quarters since. The position peaked at $14.1M in Q1 2025. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Heritage Trust held 28,702 shares of UnitedHealth worth $7.77M as of Q1 2026.
- Heritage Trust bought 439 UnitedHealth shares in Q1 2026, an estimated $131K.
- UnitedHealth made up 0.78% of Heritage Trust's portfolio in Q1 2026, its #30 holding.
- Heritage Trust first reported a position in UnitedHealth in Q1 2017 and has held it in 36 quarters since.
- Heritage Trust's UnitedHealth position peaked at $14.1M in Q1 2025.
- 3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.