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Washington Trust Advisors’s UnitedHealth UNH Stock Holding History

Washington Trust Advisors’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
Q1 		$248K Sell
916
-12
-1% -$3.57K 0.02% 205
2025
Q4 		$306K Buy
928
+70
+8% +$23.7K 0.02% 181
2025
Q3 		$296K Sell
858
-9
-1% -$2.72K 0.02% 184
2025
Q2 		$270K Sell
867
-18
-2% -$6.88K 0.02% 172
2025
Q1 		$463K Sell
885
-86
-9% -$44K 0.04% 133
2024
Q4 		$491K Buy
971
+153
+19% +$86.9K 0.04% 129
2024
Q3 		$478K Sell
818
-210
-20% -$119K 0.04% 132
2024
Q2 		$523K Sell
1,028
-150
-13% -$73.5K 0.05% 122
2024
Q1 		$583K Buy
1,178
+68
+6% +$34.6K 0.05% 114
2023
Q4 		$584K Sell
1,110
-225
-17% -$120K 0.06% 117
2023
Q3 		$673K Buy
1,335
+18
+1% +$8.86K 0.07% 110
2023
Q2 		$633K Sell
1,317
-300
-19% -$147K 0.06% 112
2023
Q1 		$764K Sell
1,617
-201
-11% -$97K 0.08% 107
2022
Q4 		$964K Sell
1,818
-955
-34% -$506K 0.11% 101
2022
Q3 		$1.4M Sell
2,773
-33
-1% -$17.4K 0.13% 91
2022
Q2 		$1.44M Sell
2,806
-1,127
-29% -$566K 0.13% 93
2022
Q1 		$2.01M Sell
3,933
-490
-11% -$236K 0.14% 86
2021
Q4 		$2.22M Buy
+4,423
New +$2M 0.15% 86

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Washington Trust Advisors's UNH Position: Q1 2026 in Review

Washington Trust Advisors reduced its UnitedHealth (UNH) stake by 1.3% in Q1 2026, selling an estimated $3.57K and leaving 916 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #205.

Washington Trust Advisors first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.22M in Q4 2021. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Washington Trust Advisors held 916 shares of UnitedHealth worth $248K as of Q1 2026.
  • Washington Trust Advisors sold 12 UnitedHealth shares in Q1 2026, an estimated $3.57K.
  • UnitedHealth made up 0.02% of Washington Trust Advisors's portfolio in Q1 2026, its #205 holding.
  • Washington Trust Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Washington Trust Advisors's UnitedHealth position peaked at $2.22M in Q4 2021.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.