Trust Company of Toledo’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 | $2.26M | Buy |
5,447
+91
| +2% | +$33.7K | 0.19% | 110 |
|
|
2026
Q1 | $1.45M | Buy |
5,356
+1,430
| +36% | +$426K | 0.14% | 142 |
|
|
2025
Q4 | $1.3M | Sell |
3,926
-1,500
| -28% | -$508K | 0.13% | 141 |
|
|
2025
Q3 | $1.87M | Hold |
5,426
| – | – | 0.19% | 107 |
|
|
2025
Q2 | $1.69M | Sell |
5,426
-350
| -6% | -$134K | 0.19% | 112 |
|
|
2025
Q1 | $3.03M | Sell |
5,776
-48
| -0.8% | -$24.5K | 0.4% | 60 |
|
|
2024
Q4 | $2.95M | Buy |
5,824
+170
| +3% | +$96.6K | 0.39% | 64 |
|
|
2024
Q3 | $3.31M | Sell |
5,654
-21
| -0.4% | -$11.9K | 0.45% | 57 |
|
|
2024
Q2 | $2.89M | Buy |
5,675
+499
| +10% | +$245K | 0.42% | 59 |
|
|
2024
Q1 | $2.56M | Sell |
5,176
-40
| -0.8% | -$20.3K | 0.4% | 64 |
|
|
2023
Q4 | $2.75M | Buy |
5,216
+651
| +14% | +$347K | 0.47% | 58 |
|
|
2023
Q3 | $2.3M | Buy |
4,565
+1,290
| +39% | +$635K | 0.45% | 61 |
|
|
2023
Q2 | $1.57M | Buy |
3,275
+198
| +6% | +$96.8K | 0.27% | 84 |
|
|
2023
Q1 | $1.45M | Sell |
3,077
-24
| -0.8% | -$11.6K | 0.26% | 86 |
|
|
2022
Q4 | $1.64K | Buy |
3,101
+86
| +3% | +$45.6K | 0.31% | 77 |
|
|
2022
Q3 | $1.52M | Buy |
3,015
+45
| +2% | +$23.7K | 0.3% | 76 |
|
|
2022
Q2 | $1.52M | Buy |
2,970
+25
| +0.8% | +$12.6K | 0.27% | 87 |
|
|
2022
Q1 | $1.5M | Sell |
2,945
-22
| -0.7% | -$10.6K | 0.23% | 93 |
|
|
2021
Q4 | $1.49M | Sell |
2,967
-46
| -2% | -$20.8K | 0.22% | 93 |
|
|
2021
Q3 | $1.18M | Buy |
3,013
+746
| +33% | +$309K | 0.19% | 102 |
|
|
2021
Q2 | $908K | Hold |
2,267
| – | – | 0.15% | 112 |
|
|
2021
Q1 | $843K | Hold |
2,267
| – | – | 0.15% | 114 |
|
|
2020
Q4 | $795K | Buy |
2,267
+138
| +6% | +$46.3K | 0.15% | 113 |
|
|
2020
Q3 | $664K | Hold |
2,129
| – | – | 0.15% | 108 |
|
|
2020
Q2 | $628K | Hold |
2,129
| – | – | 0.15% | 110 |
|
|
2020
Q1 | $531K | Hold |
2,129
| – | – | 0.15% | 108 |
|
|
2019
Q4 | $626K | Hold |
2,129
| – | – | 0.15% | 110 |
|
|
2019
Q3 | $463K | Hold |
2,129
| – | – | 0.11% | 128 |
|
|
2019
Q2 | $519K | Sell |
2,129
-100
| -4% | -$24.1K | 0.13% | 120 |
|
|
2019
Q1 | $551K | Hold |
2,229
| – | – | 0.14% | 114 |
|
|
2018
Q4 | $555K | Buy |
2,229
+137
| +7% | +$36.2K | 0.16% | 115 |
|
|
2018
Q3 | $557K | Sell |
2,092
-100
| -5% | -$26K | 0.14% | 117 |
|
|
2018
Q2 | $538K | Hold |
2,192
| – | – | 0.14% | 114 |
|
|
2018
Q1 | $469K | Hold |
2,192
| – | – | 0.12% | 123 |
|
|
2017
Q4 | $483K | Sell |
2,192
-277
| -11% | -$58.7K | 0.12% | 130 |
|
|
2017
Q3 | $484K | Hold |
2,469
| – | – | 0.12% | 127 |
|
|
2017
Q2 | $458K | Sell |
2,469
-75
| -3% | -$13.2K | 0.12% | 131 |
|
|
2017
Q1 | $417K | Hold |
2,544
| – | – | 0.11% | 133 |
|
|
2016
Q4 | $407K | Hold |
2,544
| – | – | 0.11% | 132 |
|
|
2016
Q3 | $356K | Buy |
2,544
+225
| +10% | +$31.5K | 0.1% | 135 |
|
|
2016
Q2 | $327K | Hold |
2,319
| – | – | 0.09% | 140 |
|
|
2016
Q1 | $299K | Hold |
2,319
| – | – | 0.09% | 142 |
|
|
2015
Q4 | $273K | Sell |
2,319
-477
| -17% | -$55.8K | 0.08% | 148 |
|
|
2015
Q3 | $324K | Buy |
2,796
+477
| +21% | +$57.1K | 0.1% | 142 |
|
|
2015
Q2 | $283K | Hold |
2,319
| – | – | 0.08% | 158 |
|
|
2015
Q1 | $274K | Hold |
2,319
| – | – | 0.08% | 157 |
|
|
2014
Q4 | $234K | Buy |
+2,319
| New | +$220K | 0.07% | 165 |
|
|
2014
Q1 | – | Sell |
-7,924
| Closed | -$597K | – | 189 |
|
|
2013
Q4 | $597K | Hold |
7,924
| – | – | 0.19% | 119 |
|
|
2013
Q3 | $567K | Sell |
7,924
-168
| -2% | -$12K | 0.2% | 114 |
|
|
2013
Q2 | $530K | Buy |
+8,092
| New | +$503K | 0.2% | 113 |
|
Other funds holding UNH
PAM
Trust Company of Toledo's UNH Position: Q2 2026 in Review
Trust Company of Toledo increased its UnitedHealth (UNH) stake by 1.7% in Q2 2026, buying an estimated $33.7K and bringing the position to 5,447 shares worth $2.26M. The position accounts for 0.19% of the portfolio, ranked #110.
Trust Company of Toledo first reported a position in UNH in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.31M in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Trust Company of Toledo held 5,447 shares of UnitedHealth worth $2.26M as of Q2 2026.
- Trust Company of Toledo bought 91 UnitedHealth shares in Q2 2026, an estimated $33.7K.
- UnitedHealth made up 0.19% of Trust Company of Toledo's portfolio in Q2 2026, its #110 holding.
- Trust Company of Toledo first reported a position in UnitedHealth in Q2 2013 and has held it in 50 quarters since.
- Trust Company of Toledo's UnitedHealth position peaked at $3.31M in Q3 2024.
- 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.