Truist Financial’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 | $66.2M | Sell |
244,671
-18,227
| -7% | -$5.43M | 0.09% | 198 |
|
|
2025
Q4 | $86.8M | Sell |
262,898
-65,704
| -20% | -$22.3M | 0.12% | 167 |
|
|
2025
Q3 | $113M | Sell |
328,602
-66,576
| -17% | -$20.1M | 0.15% | 134 |
|
|
2025
Q2 | $123M | Sell |
395,178
-189,257
| -32% | -$72.3M | 0.18% | 116 |
|
|
2025
Q1 | $306M | Sell |
584,435
-2,200
| -0.4% | -$1.12M | 0.49% | 38 |
|
|
2024
Q4 | $297M | Sell |
586,635
-29,421
| -5% | -$16.7M | 0.46% | 40 |
|
|
2024
Q3 | $360M | Sell |
616,056
-282,350
| -31% | -$160M | 0.56% | 35 |
|
|
2024
Q2 | $458M | Buy |
898,406
+286,122
| +47% | +$140M | 0.7% | 27 |
|
|
2024
Q1 | $303M | Sell |
612,284
-29,014
| -5% | -$14.8M | 0.46% | 44 |
|
|
2023
Q4 | $338M | Sell |
641,298
-86,525
| -12% | -$46.1M | 0.54% | 38 |
|
|
2023
Q3 | $367M | Buy |
727,823
+64,443
| +10% | +$31.7M | 0.61% | 32 |
|
|
2023
Q2 | $319M | Sell |
663,380
-35,452
| -5% | -$17.3M | 0.53% | 36 |
|
|
2023
Q1 | $330M | Sell |
698,832
-8,581
| -1% | -$4.14M | 0.57% | 33 |
|
|
2022
Q4 | $375M | Sell |
707,413
-3,330
| -0.5% | -$1.76M | 0.66% | 30 |
|
|
2022
Q3 | $359M | Sell |
710,743
-39,155
| -5% | -$20.6M | 0.69% | 25 |
|
|
2022
Q2 | $385M | Sell |
749,898
-8,367
| -1% | -$4.2M | 0.71% | 24 |
|
|
2022
Q1 | $387M | Buy |
758,265
+6,683
| +0.9% | +$3.22M | 0.61% | 30 |
|
|
2021
Q4 | $377M | Sell |
751,582
-8,292
| -1% | -$3.75M | 0.58% | 34 |
|
|
2021
Q3 | $297M | Sell |
759,874
-13,194
| -2% | -$5.46M | 0.49% | 48 |
|
|
2021
Q2 | $310M | Sell |
773,068
-38,879
| -5% | -$15.5M | 0.51% | 40 |
|
|
2021
Q1 | $302M | Buy |
811,947
+43,422
| +6% | +$15M | 0.53% | 42 |
|
|
2020
Q4 | $270M | Sell |
768,525
-41,114
| -5% | -$13.8M | 0.52% | 43 |
|
|
2020
Q3 | $252M | Sell |
809,639
-94,486
| -10% | -$29M | 0.55% | 34 |
|
|
2020
Q2 | $267M | Sell |
904,125
-24,479
| -3% | -$7.01M | 0.6% | 27 |
|
|
2020
Q1 | $232M | Sell |
928,604
-20,483
| -2% | -$5.64M | 0.61% | 30 |
|
|
2019
Q4 | $279M | Buy |
949,087
+781,688
| +467% | +$205M | 0.57% | 31 |
|
|
2019
Q3 | $36.4M | Sell |
167,399
-2,104
| -1% | -$508K | 0.62% | 38 |
|
|
2019
Q2 | $41.4M | Sell |
169,503
-7,067
| -4% | -$1.7M | 0.72% | 31 |
|
|
2019
Q1 | $43.7M | Sell |
176,570
-1,236
| -0.7% | -$315K | 0.78% | 25 |
|
|
2018
Q4 | $44.3M | Sell |
177,806
-1,288
| -0.7% | -$340K | 0.91% | 21 |
|
|
2018
Q3 | $47.6M | Sell |
179,094
-4,406
| -2% | -$1.15M | 0.86% | 20 |
|
|
2018
Q2 | $45M | Sell |
183,500
-1,950
| -1% | -$468K | 0.86% | 19 |
|
|
2018
Q1 | $39.7M | Sell |
185,450
-17,298
| -9% | -$3.95M | 0.76% | 24 |
|
|
2017
Q4 | $44.7M | Sell |
202,748
-6,888
| -3% | -$1.46M | 0.84% | 18 |
|
|
2017
Q3 | $41.1M | Sell |
209,636
-13,990
| -6% | -$2.7M | 0.8% | 21 |
|
|
2017
Q2 | $41.5M | Sell |
223,626
-6,948
| -3% | -$1.22M | 0.82% | 19 |
|
|
2017
Q1 | $37.8M | Sell |
230,574
-13,803
| -6% | -$2.26M | 0.76% | 20 |
|
|
2016
Q4 | $39.1M | Buy |
244,377
+7,068
| +3% | +$1.06M | 0.8% | 22 |
|
|
2016
Q3 | $33.2M | Buy |
237,309
+10,191
| +4% | +$1.43M | 0.68% | 28 |
|
|
2016
Q2 | $32.1M | Buy |
227,118
+152,430
| +204% | +$20.3M | 0.67% | 26 |
|
|
2016
Q1 | $9.63M | Sell |
74,688
-1,812
| -2% | -$214K | 0.25% | 110 |
|
|
2015
Q4 | $9M | Buy |
76,500
+3,888
| +5% | +$454K | 0.23% | 119 |
|
|
2015
Q3 | $8.42M | Buy |
72,612
+41
| +0.1% | +$4.91K | 0.22% | 126 |
|
|
2015
Q2 | $8.85M | Sell |
72,571
-2,791
| -4% | -$330K | 0.24% | 112 |
|
|
2015
Q1 | $8.91M | Sell |
75,362
-1,785
| -2% | -$198K | 0.26% | 109 |
|
|
2014
Q4 | $7.8M | Sell |
77,147
-2,277
| -3% | -$216K | 0.23% | 112 |
|
|
2014
Q3 | $6.85M | Sell |
79,424
-2,466
| -3% | -$208K | 0.21% | 125 |
|
|
2014
Q2 | $6.7M | Sell |
81,890
-3,113
| -4% | -$245K | 0.2% | 130 |
|
|
2014
Q1 | $6.97M | Sell |
85,003
-14,040
| -14% | -$1.06M | 0.22% | 125 |
|
|
2013
Q4 | $7.46M | Sell |
99,043
-3,227
| -3% | -$232K | 0.24% | 114 |
|
|
2013
Q3 | $7.32M | Sell |
102,270
-18,194
| -15% | -$1.3M | 0.26% | 107 |
|
|
2013
Q2 | $7.89M | Buy |
+120,464
| New | +$7.5M | 0.29% | 95 |
|
Other funds holding UNH
VCM
VPM
Truist Financial's UNH Position: Q1 2026 in Review
Truist Financial reduced its UnitedHealth (UNH) stake by 6.9% in Q1 2026, selling an estimated $5.43M and leaving 244,671 shares worth $66.2M. The position accounts for 0.09% of the portfolio, ranked #198.
Truist Financial first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $458M in Q2 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Truist Financial held 244,671 shares of UnitedHealth worth $66.2M as of Q1 2026.
- Truist Financial sold 18,227 UnitedHealth shares in Q1 2026, an estimated $5.43M.
- UnitedHealth made up 0.09% of Truist Financial's portfolio in Q1 2026, its #198 holding.
- Truist Financial first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Truist Financial's UnitedHealth position peaked at $458M in Q2 2024.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.