Trust Investment Advisors’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 | $1.25M | Buy |
3,004
+4
| +0.1% | +$1.48K | 0.6% | 49 |
|
|
2026
Q1 | $812K | Sell |
3,000
-99
| -3% | -$29.5K | 0.47% | 65 |
|
|
2025
Q4 | $1.02M | Sell |
3,099
-19
| -0.6% | -$6.44K | 0.54% | 57 |
|
|
2025
Q3 | $1.08M | Sell |
3,118
-102
| -3% | -$30.8K | 0.61% | 54 |
|
|
2025
Q2 | $1M | Sell |
3,220
-221
| -6% | -$84.5K | 0.61% | 53 |
|
|
2025
Q1 | $1.8M | Buy |
3,441
+249
| +8% | +$127K | 1.16% | 26 |
|
|
2024
Q4 | $1.61M | Sell |
3,192
-119
| -4% | -$67.6K | 1.03% | 28 |
|
|
2024
Q3 | $1.94M | Sell |
3,311
-19
| -0.6% | -$10.7K | 1.23% | 21 |
|
|
2024
Q2 | $1.7M | Sell |
3,330
-9
| -0.3% | -$4.41K | 1.08% | 24 |
|
|
2024
Q1 | $1.65M | Sell |
3,339
-70
| -2% | -$35.6K | 1.19% | 24 |
|
|
2023
Q4 | $1.79M | Sell |
3,409
-52
| -2% | -$27.7K | 1.4% | 19 |
|
|
2023
Q3 | $1.74M | Sell |
3,461
-20
| -0.6% | -$9.84K | 1.5% | 10 |
|
|
2023
Q2 | $1.67M | Sell |
3,481
-1,179
| -25% | -$577K | 1.35% | 15 |
|
|
2023
Q1 | $2.2M | Buy |
4,660
+2
| +0% | +$965 | 1.97% | 6 |
|
|
2022
Q4 | $2.47M | Buy |
4,658
+16
| +0.3% | +$8.47K | 2.33% | 5 |
|
|
2022
Q3 | $2.34M | Sell |
4,642
-315
| -6% | -$166K | 2.45% | 4 |
|
|
2022
Q2 | $2.55M | Sell |
4,957
-27
| -0.5% | -$13.6K | 2.45% | 4 |
|
|
2022
Q1 | $2.54M | Sell |
4,984
-257
| -5% | -$124K | 2.07% | 6 |
|
|
2021
Q4 | $2.63M | Buy |
5,241
+283
| +6% | +$128K | 2.07% | 5 |
|
|
2021
Q3 | $1.94M | Sell |
4,958
-18
| -0.4% | -$7.46K | 1.73% | 10 |
|
|
2021
Q2 | $1.99M | Sell |
4,976
-1,298
| -21% | -$518K | 1.76% | 10 |
|
|
2021
Q1 | $2.33M | Sell |
6,274
-208
| -3% | -$72.1K | 2.29% | 7 |
|
|
2020
Q4 | $2.27M | Sell |
6,482
-15
| -0.2% | -$5.03K | 2.3% | 6 |
|
|
2020
Q3 | $2.03M | Sell |
6,497
-263
| -4% | -$80.8K | 2.35% | 6 |
|
|
2020
Q2 | $1.99M | Sell |
6,760
-118
| -2% | -$33.8K | 2.56% | 5 |
|
|
2020
Q1 | $1.72M | Buy |
6,878
+33
| +0.5% | +$9.08K | 2.84% | 5 |
|
|
2019
Q4 | $2.01M | Sell |
6,845
-165
| -2% | -$43.2K | 2.5% | 5 |
|
|
2019
Q3 | $1.52M | Sell |
7,010
-460
| -6% | -$111K | 1.97% | 9 |
|
|
2019
Q2 | $1.82M | Sell |
7,470
-850
| -10% | -$204K | 2.3% | 6 |
|
|
2019
Q1 | $2.06M | Sell |
8,320
-400
| -5% | -$102K | 2.42% | 6 |
|
|
2018
Q4 | $2.17M | Sell |
8,720
-240
| -3% | -$63.4K | 2.74% | 5 |
|
|
2018
Q3 | $2.38M | Buy |
8,960
+100
| +1% | +$26K | 2.45% | 5 |
|
|
2018
Q2 | $2.17M | Sell |
8,860
-200
| -2% | -$48K | 2.39% | 4 |
|
|
2018
Q1 | $1.94M | Sell |
9,060
-775
| -8% | -$177K | 2.23% | 5 |
|
|
2017
Q4 | $2.17M | Sell |
9,835
-300
| -3% | -$63.6K | 2.4% | 5 |
|
|
2017
Q3 | $1.99M | Sell |
10,135
-600
| -6% | -$116K | 2.24% | 5 |
|
|
2017
Q2 | $1.99M | Sell |
10,735
-300
| -3% | -$52.6K | 2.14% | 5 |
|
|
2017
Q1 | $1.81M | Sell |
11,035
-302
| -3% | -$49.5K | 1.95% | 5 |
|
|
2016
Q4 | $1.81M | Sell |
11,337
-500
| -4% | -$74.7K | 2.06% | 6 |
|
|
2016
Q3 | $1.66M | Sell |
11,837
-250
| -2% | -$35K | 1.88% | 6 |
|
|
2016
Q2 | $1.71M | Sell |
12,087
-421
| -3% | -$56.1K | 2.01% | 7 |
|
|
2016
Q1 | $1.61M | Buy |
12,508
+118
| +1% | +$14K | 1.82% | 9 |
|
|
2015
Q4 | $1.46M | Buy |
12,390
+100
| +0.8% | +$11.7K | 1.76% | 12 |
|
|
2015
Q3 | $1.43M | Sell |
12,290
-550
| -4% | -$65.8K | 1.62% | 13 |
|
|
2015
Q2 | $1.57M | Buy |
12,840
+4,455
| +53% | +$527K | 1.59% | 10 |
|
|
2015
Q1 | $992K | Sell |
8,385
-3,050
| -27% | -$339K | 0.99% | 51 |
|
|
2014
Q4 | $1.16M | Sell |
11,435
-6,750
| -37% | -$640K | 1.18% | 39 |
|
|
2014
Q3 | $1.57M | Sell |
18,185
-573
| -3% | -$48.4K | 1.51% | 15 |
|
|
2014
Q2 | $1.53M | Buy |
18,758
+873
| +5% | +$68.7K | 1.47% | 18 |
|
|
2014
Q1 | $1.47M | Sell |
17,885
-1,750
| -9% | -$132K | 1.47% | 16 |
|
|
2013
Q4 | $1.48M | Buy |
+19,635
| New | +$1.41M | 1.53% | 14 |
|
Other funds holding UNH
LMFP
PAM
DC
Trust Investment Advisors's UNH Position: Q2 2026 in Review
Trust Investment Advisors increased its UnitedHealth (UNH) stake by 0.13% in Q2 2026, buying an estimated $1.48K and bringing the position to 3,004 shares worth $1.25M. The position accounts for 0.6% of the portfolio, ranked #49.
Trust Investment Advisors first reported a position in UNH in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.63M in Q4 2021. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Trust Investment Advisors held 3,004 shares of UnitedHealth worth $1.25M as of Q2 2026.
- Trust Investment Advisors bought 4 UnitedHealth shares in Q2 2026, an estimated $1.48K.
- UnitedHealth made up 0.6% of Trust Investment Advisors's portfolio in Q2 2026, its #49 holding.
- Trust Investment Advisors first reported a position in UnitedHealth in Q4 2013 and has held it in 51 quarters since.
- Trust Investment Advisors's UnitedHealth position peaked at $2.63M in Q4 2021.
- 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Trust Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.