Trust Company of the South’s UnitedHealth UNH Stock Holding History

Trust Company of the South’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	$734K	Buy	1,767 +23	+1%	+$8.53K	0.1%	69
2026 Q1	$472K	Hold	1,744	–	–	0.08%	86
2025 Q4	$576K	Sell	1,744 -446	-20%	-$151K	0.09%	72
2025 Q3	$756K	Sell	2,190 -299	-12%	-$90.4K	0.13%	59
2025 Q2	$776K	Buy	2,489 +76	+3%	+$29K	0.14%	56
2025 Q1	$1.26M	Buy	2,413 +31	+1%	+$15.8K	0.26%	42
2024 Q4	$1.2M	Sell	2,382 -204	-8%	-$116K	0.25%	45
2024 Q3	$1.51M	Buy	2,586 +478	+23%	+$270K	0.32%	32
2024 Q2	$1.07M	Hold	2,108	–	–	0.25%	40
2024 Q1	$1.04M	Sell	2,108 -1,243	-37%	-$632K	0.24%	41
2023 Q4	$1.76M	Buy	+3,351	New	+$1.79M	0.47%	24

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Trust Company of the South's UNH Position: Q2 2026 in Review

Trust Company of the South increased its UnitedHealth (UNH) stake by 1.3% in Q2 2026, buying an estimated $8.53K and bringing the position to 1,767 shares worth $734K. The position accounts for 0.1% of the portfolio, ranked #69.

Trust Company of the South first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.76M in Q4 2023. 2,125 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Trust Company of the South held 1,767 shares of UnitedHealth worth $734K as of Q2 2026.
Trust Company of the South bought 23 UnitedHealth shares in Q2 2026, an estimated $8.53K.
UnitedHealth made up 0.1% of Trust Company of the South's portfolio in Q2 2026, its #69 holding.
Trust Company of the South first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Trust Company of the South's UnitedHealth position peaked at $1.76M in Q4 2023.
2,125 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.