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Colonial Trust Co / SC

Bank

Position in UNH — Unitedhealth Group Inc

CIK 1954093 SPARTANBURG, SC

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$3,901,103
+$1,144,603 QoQ
Shares Held
9,386
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,082
of 3,349 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Colonial Trust Co / SC holds $15,509,599 across 8 Healthcare Plans names. UNH ranks #2 (25.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 UNH
Unitedhealth Group Inc
This page
9,386 $3,901,103

All Filings in UNH

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,901,103 9,386
2026-03-31 $2,756,500 10,187
2025-12-31 $3,427,532 10,383
2025-09-30 $3,843,189 11,130
2025-06-30 $4,684,229 15,015
2025-03-31 $8,590,023 16,401
2024-12-31 $8,258,670 16,326
2024-09-30 $9,487,017 16,226
2024-06-30 $7,838,529 15,392
2024-03-31 $7,269,121 14,694
2023-12-31 $7,796,494 14,809
2023-09-30 $6,794,968 13,477
2023-06-30 $6,696,757 13,933
2023-03-31 $6,488,660 13,730
2022-12-31 $7,359,428 13,881
2022-09-30 $7,017,025 13,894