Washington Trust Bank’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.52M | Buy |
35,169
+5,854
| +20% | +$1.74M | 0.7% | 38 |
|
|
2025
Q4 | $9.68M | Sell |
29,315
-1,858
| -6% | -$630K | 0.68% | 38 |
|
|
2025
Q3 | $10.8M | Sell |
31,173
-396
| -1% | -$120K | 0.79% | 38 |
|
|
2025
Q2 | $9.85M | Buy |
31,569
+577
| +2% | +$221K | 0.83% | 37 |
|
|
2025
Q1 | $16.2M | Buy |
30,992
+100
| +0.3% | +$51.1K | 1.63% | 22 |
|
|
2024
Q4 | $15.6M | Sell |
30,892
-1,439
| -4% | -$818K | 1.5% | 22 |
|
|
2024
Q3 | $18.9M | Sell |
32,331
-1,058
| -3% | -$598K | 1.81% | 16 |
|
|
2024
Q2 | $17M | Buy |
33,389
+404
| +1% | +$198K | 1.68% | 18 |
|
|
2024
Q1 | $16.3M | Buy |
32,985
+518
| +2% | +$263K | 1.56% | 19 |
|
|
2023
Q4 | $17.1M | Sell |
32,467
-1,540
| -5% | -$821K | 1.51% | 18 |
|
|
2023
Q3 | $17.1M | Sell |
34,007
-191
| -0.6% | -$94K | 1.79% | 11 |
|
|
2023
Q2 | $16.4M | Sell |
34,198
-554
| -2% | -$271K | 1.68% | 13 |
|
|
2023
Q1 | $16.4M | Buy |
34,752
+3,790
| +12% | +$1.83M | 1.76% | 11 |
|
|
2022
Q4 | $16.4M | Sell |
30,962
-686
| -2% | -$363K | 1.86% | 7 |
|
|
2022
Q3 | $16M | Sell |
31,648
-1,061
| -3% | -$558K | 2.03% | 8 |
|
|
2022
Q2 | $16.8M | Sell |
32,709
-1,535
| -4% | -$771K | 2.16% | 10 |
|
|
2022
Q1 | $17.5M | Sell |
34,244
-1,830
| -5% | -$883K | 2.02% | 9 |
|
|
2021
Q4 | $18.1M | Sell |
36,074
-206
| -0.6% | -$93.2K | 1.75% | 13 |
|
|
2021
Q3 | $14.2M | Buy |
36,280
+517
| +1% | +$214K | 1.66% | 16 |
|
|
2021
Q2 | $14.3M | Sell |
35,763
-770
| -2% | -$307K | 1.7% | 14 |
|
|
2021
Q1 | $13.6M | Buy |
36,533
+841
| +2% | +$291K | 1.67% | 14 |
|
|
2020
Q4 | $12.5M | Sell |
35,692
-231
| -0.6% | -$77.4K | 1.63% | 14 |
|
|
2020
Q3 | $11.2M | Sell |
35,923
-926
| -3% | -$284K | 1.66% | 9 |
|
|
2020
Q2 | $10.9M | Buy |
36,849
+486
| +1% | +$139K | 1.73% | 9 |
|
|
2020
Q1 | $9.07M | Buy |
36,363
+146
| +0.4% | +$40.2K | 1.74% | 8 |
|
|
2019
Q4 | $10.6M | Sell |
36,217
-626
| -2% | -$164K | 1.51% | 11 |
|
|
2019
Q3 | $8.01M | Buy |
36,843
+238
| +0.7% | +$57.4K | 1.31% | 23 |
|
|
2019
Q2 | $8.93M | Sell |
36,605
-1,023
| -3% | -$246K | 1.45% | 16 |
|
|
2019
Q1 | $9.3M | Buy |
37,628
+307
| +0.8% | +$78.3K | 1.48% | 12 |
|
|
2018
Q4 | $9.3M | Sell |
37,321
-24
| -0.1% | -$6.34K | 1.22% | 19 |
|
|
2018
Q3 | $9.94M | Sell |
37,345
-3,476
| -9% | -$904K | 1.48% | 11 |
|
|
2018
Q2 | $10M | Sell |
40,821
-1,578
| -4% | -$379K | 1.39% | 12 |
|
|
2018
Q1 | $9.07M | Sell |
42,399
-2,212
| -5% | -$505K | 1.3% | 13 |
|
|
2017
Q4 | $9.84M | Sell |
44,611
-458
| -1% | -$97.1K | 1.44% | 10 |
|
|
2017
Q3 | $8.83M | Buy |
45,069
+19,546
| +77% | +$3.78M | 1.4% | 10 |
|
|
2017
Q2 | $4.73M | Sell |
25,523
-761
| -3% | -$133K | 1.02% | 19 |
|
|
2017
Q1 | $4.31M | Sell |
26,284
-2,156
| -8% | -$353K | 0.93% | 22 |
|
|
2016
Q4 | $4.55M | Sell |
28,440
-466
| -2% | -$69.6K | 1.03% | 18 |
|
|
2016
Q3 | $4.05M | Sell |
28,906
-413
| -1% | -$57.8K | 0.97% | 19 |
|
|
2016
Q2 | $4.14M | Buy |
29,319
+109
| +0.4% | +$14.5K | 1.07% | 18 |
|
|
2016
Q1 | $3.77M | Buy |
29,210
+1,337
| +5% | +$158K | 0.97% | 19 |
|
|
2015
Q4 | $3.28M | Sell |
27,873
-276
| -1% | -$32.3K | 0.71% | 28 |
|
|
2015
Q3 | $3.27M | Sell |
28,149
-98
| -0.3% | -$11.7K | 0.87% | 20 |
|
|
2015
Q2 | $3.45M | Sell |
28,247
-516
| -2% | -$61K | 0.84% | 19 |
|
|
2015
Q1 | $3.4M | Buy |
28,763
+1,287
| +5% | +$143K | 0.82% | 18 |
|
|
2014
Q4 | $2.78M | Buy |
27,476
+3,391
| +14% | +$321K | 0.73% | 27 |
|
|
2014
Q3 | $2.08M | Sell |
24,085
-41,926
| -64% | -$3.54M | 0.65% | 29 |
|
|
2014
Q2 | $5.4M | Sell |
66,011
-1,165
| -2% | -$91.7K | 1.1% | 24 |
|
|
2014
Q1 | $5.51M | Buy |
+67,176
| New | +$5.06M | 1.16% | 23 |
|
|
2013
Q4 | – | Sell |
-57,639
| Closed | -$4.14M | – | 76 |
|
|
2013
Q3 | $4.13M | Buy |
57,639
+807
| +1% | +$57.8K | 1.08% | 31 |
|
|
2013
Q2 | $3.72M | Buy |
+56,832
| New | +$3.54M | 1.07% | 30 |
|
Other funds holding UNH
VCM
VPM
Washington Trust Bank's UNH Position: Q1 2026 in Review
Washington Trust Bank increased its UnitedHealth (UNH) stake by 20% in Q1 2026, buying an estimated $1.74M and bringing the position to 35,169 shares worth $9.52M. The position accounts for 0.7% of the portfolio, ranked #38.
Washington Trust Bank first reported a position in UNH in Q2 2013 and has held it in 51 quarters since. The position peaked at $18.9M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Washington Trust Bank held 35,169 shares of UnitedHealth worth $9.52M as of Q1 2026.
- Washington Trust Bank bought 5,854 UnitedHealth shares in Q1 2026, an estimated $1.74M.
- UnitedHealth made up 0.7% of Washington Trust Bank's portfolio in Q1 2026, its #38 holding.
- Washington Trust Bank first reported a position in UnitedHealth in Q2 2013 and has held it in 51 quarters since.
- Washington Trust Bank's UnitedHealth position peaked at $18.9M in Q3 2024.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Washington Trust Bank's 13F filing for Q1 2026, filed 7 May 2026.