Trust Company’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 | $113K | Sell |
271
-66
| -20% | -$24.5K | 0.01% | 219 |
|
|
2026
Q1 | $91.2K | Buy |
337
+22
| +7% | +$6.55K | 0.01% | 234 |
|
|
2025
Q4 | $104K | Buy |
315
+262
| +494% | +$88.8K | 0.01% | 222 |
|
|
2025
Q3 | $18.3K | Hold |
53
| – | – | ﹤0.01% | 284 |
|
|
2025
Q2 | $16.5K | Sell |
53
-1,350
| -96% | -$516K | ﹤0.01% | 288 |
|
|
2025
Q1 | $735K | Buy |
1,403
+722
| +106% | +$369K | 0.09% | 70 |
|
|
2024
Q4 | $344K | Sell |
681
-113
| -14% | -$64.2K | 0.04% | 113 |
|
|
2024
Q3 | $464K | Sell |
794
-180
| -18% | -$102K | 0.06% | 93 |
|
|
2024
Q2 | $496K | Buy |
974
+613
| +170% | +$300K | 0.06% | 84 |
|
|
2024
Q1 | $179K | Sell |
361
-493
| -58% | -$251K | 0.02% | 128 |
|
|
2023
Q4 | $450K | Buy |
854
+438
| +105% | +$234K | 0.06% | 88 |
|
|
2023
Q3 | $210K | Buy |
416
+381
| +1,089% | +$188K | 0.03% | 123 |
|
|
2023
Q2 | $16.8K | Hold |
35
| – | – | ﹤0.01% | 251 |
|
|
2023
Q1 | $16.5K | Hold |
35
| – | – | ﹤0.01% | 241 |
|
|
2022
Q4 | $19K | Sell |
35
-63
| -64% | -$33.4K | ﹤0.01% | 228 |
|
|
2022
Q3 | $49K | Hold |
98
| – | – | 0.01% | 182 |
|
|
2022
Q2 | $50K | Hold |
98
| – | – | 0.01% | 188 |
|
|
2022
Q1 | $50K | Hold |
98
| – | – | 0.01% | 197 |
|
|
2021
Q4 | $49K | Hold |
98
| – | – | 0.01% | 177 |
|
|
2021
Q3 | $38K | Sell |
98
-23
| -19% | -$9.53K | 0.01% | 187 |
|
|
2021
Q2 | $48K | Sell |
121
-1,313
| -92% | -$524K | 0.03% | 170 |
|
|
2021
Q1 | $534K | Sell |
1,434
-892
| -38% | -$309K | 0.38% | 64 |
|
|
2020
Q4 | $816K | Sell |
2,326
-84
| -3% | -$28.2K | 0.64% | 48 |
|
|
2020
Q3 | $751K | Sell |
2,410
-29
| -1% | -$8.91K | 0.63% | 50 |
|
|
2020
Q2 | $719K | Buy |
2,439
+963
| +65% | +$276K | 0.68% | 46 |
|
|
2020
Q1 | $368K | Sell |
1,476
-9
| -0.6% | -$2.48K | 0.41% | 55 |
|
|
2019
Q4 | $437K | Buy |
1,485
+104
| +8% | +$27.2K | 0.38% | 58 |
|
|
2019
Q3 | $300K | Buy |
1,381
+642
| +87% | +$155K | 0.28% | 68 |
|
|
2019
Q2 | $180K | Buy |
739
+657
| +801% | +$158K | 0.17% | 90 |
|
|
2019
Q1 | $20K | Hold |
82
| – | – | 0.01% | 232 |
|
|
2018
Q4 | $20K | Hold |
82
| – | – | 0.01% | 211 |
|
|
2018
Q3 | $22K | Buy |
82
+45
| +122% | +$11.7K | 0.01% | 217 |
|
|
2018
Q2 | $9K | Hold |
37
| – | – | ﹤0.01% | 279 |
|
|
2018
Q1 | $8K | Hold |
37
| – | – | ﹤0.01% | 290 |
|
|
2017
Q4 | $8K | Buy |
+37
| New | +$7.84K | ﹤0.01% | 304 |
|
|
2017
Q3 | – | Sell |
-125
| Closed | -$23K | – | 326 |
|
|
2017
Q2 | $23K | Sell |
125
-225
| -64% | -$39.5K | 0.01% | 208 |
|
|
2017
Q1 | $57K | Buy |
350
+55
| +19% | +$9.01K | 0.03% | 173 |
|
|
2016
Q4 | $47K | Hold |
295
| – | – | 0.02% | 178 |
|
|
2016
Q3 | $41K | Hold |
295
| – | – | 0.02% | 195 |
|
|
2016
Q2 | $42K | Hold |
295
| – | – | 0.02% | 187 |
|
|
2016
Q1 | $38K | Sell |
295
-47
| -14% | -$5.56K | 0.02% | 183 |
|
|
2015
Q4 | $40.2K | Sell |
342
-214
| -38% | -$25K | 0.02% | 178 |
|
|
2015
Q3 | $65K | Buy |
556
+8
| +1% | +$958 | 0.04% | 153 |
|
|
2015
Q2 | $67K | Buy |
548
+501
| +1,066% | +$59.3K | 0.04% | 168 |
|
|
2015
Q1 | $6K | Buy |
+47
| New | +$5.22K | ﹤0.01% | 259 |
|
Other funds holding UNH
VAM
Trust Company's UNH Position: Q2 2026 in Review
Trust Company reduced its UnitedHealth (UNH) stake by 20% in Q2 2026, selling an estimated $24.5K and leaving 271 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #219.
Trust Company first reported a position in UNH in Q1 2015 and has held it in 45 quarters since. The position peaked at $816K in Q4 2020. 1,714 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Trust Company held 271 shares of UnitedHealth worth $113K as of Q2 2026.
- Trust Company sold 66 UnitedHealth shares in Q2 2026, an estimated $24.5K.
- UnitedHealth made up 0.01% of Trust Company's portfolio in Q2 2026, its #219 holding.
- Trust Company first reported a position in UnitedHealth in Q1 2015 and has held it in 45 quarters since.
- Trust Company's UnitedHealth position peaked at $816K in Q4 2020.
- 1,714 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.