Colonial Trust Advisors

Position in UNH — Unitedhealth Group Inc

CIK 1567993 SPARTANBURG, SC

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$11,749,860

+$4,019,645 QoQ

Shares Held

28,270

-1.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#694

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Colonial Trust Advisors holds $13,989,813 across 5 Healthcare Plans names. UNH ranks #1 (84.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	28,270	$11,749,860
2	CI	Cigna Group	6,482	$1,786,957
3	CVS	CVS HEALTH Corp	2,602	$269,176
4	HUM	Humana Inc	233	$92,552
5	ELV	Elevance Health, Inc.	236	$91,268

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,749,860	28,270	-1.0%	Shares	Sole	2026-08-11
2026-03-31	$7,730,215	28,568	-5.8%	Shares	Sole	2026-05-12
2025-12-31	$10,012,896	30,332	-4.4%	Shares	Sole	2026-02-12
2025-09-30	$10,957,750	31,734	-18.7%	Shares	Sole	2025-11-10
2025-06-30	$12,177,436	39,034	-1.9%	Shares	Sole	2025-08-13
2025-03-31	$20,834,775	39,780	-0.8%	Shares	Sole	2025-05-14
2024-12-31	$20,282,456	40,095	-2.1%	Shares	Sole	2025-02-13
2024-09-30	$23,948,492	40,960	+1.2%	Shares	Sole	2024-11-12
2024-06-30	$20,607,715	40,466	+0.4%	Shares	Sole	2024-08-14
2024-03-31	$19,936,410	40,300	-1.6%	Shares	Sole	2024-05-14
2023-12-31	$21,562,631	40,957	-1.9%	Shares	Sole	2024-02-14
2023-09-30	$21,053,461	41,757	+0.5%	Shares	Sole	2023-11-13
2023-06-30	$19,976,840	41,563	-1.8%	Shares	Sole	2023-08-14
2023-03-31	$20,002,371	42,325	-1.3%	Shares	Sole	2023-05-11
2022-12-31	$22,725,105	42,863	-0.9%	Shares	Sole	2023-02-14
2022-09-30	$21,847,525	43,259	+1.8%	Shares	Sole	2022-11-14
2022-06-30	$21,823,111	42,488	-1.0%	Shares	Sole	2022-08-12
2022-03-31	$21,875,673	42,896	-0.2%	Shares	Sole	2022-05-09
2021-12-31	$21,588,505	42,993	-1.7%	Shares	Sole	2022-02-14
2021-09-30	$17,094,484	43,749	-1.4%	Shares	Sole	2021-11-12
2021-06-30	$17,767,122	44,369	-0.6%	Shares	Sole	2021-08-05
2021-03-31	$16,604,739	44,628	-0.5%	Shares	Sole	2021-05-10
2020-12-31	$15,725,543	44,843	-0.1%	Shares	Sole	2021-01-29
2020-09-30	$13,992,237	44,880	-1.7%	Shares	Sole	2020-10-26
2020-06-30	$13,462,697	45,644	+1.6%	Shares	Sole	2020-08-10
2020-03-31	$11,201,650	44,918	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.