Charter Trust Co

SEC CIK: 0001035463
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

UNH holding history

UnitedHealth Group Inc in every 13F filed by Charter Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overview All 13F holders of UNH Full Q2 2026 holdings

Shares (Q2 2026): 2,430
Value: $1.01M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UNH by Charter Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,430	$1.01M	0.1%	−25−1.0%	Reduced	Holders
Q1 2026	2,455	$664.3K	<0.1%	−1,469−37.4%	Reduced	Holders
Q4 2025	3,924	$1.30M	0.1%	−2,170−35.6%	Reduced	Holders
Q3 2025	6,094	$2.10M	0.1%	−4,337−41.6%	Reduced	Holders
Q2 2025	10,431	$3.25M	0.2%	−345−3.2%	Reduced	Holders
Q1 2025	10,776	$5.64M	0.4%	−992−8.4%	Reduced	Holders
Q4 2024	11,768	$5.95M	0.4%	−777−6.2%	Reduced	Holders
Q3 2024	12,545	$7.33M	0.5%	−248−1.9%	Reduced	Holders
Q2 2024	12,793	$6.51M	0.4%	−92−0.7%	Reduced	Holders
Q1 2024	12,885	$6.37M	0.4%	+161+1.3%	Added	Holders
Q4 2023	12,724	$6.70M	0.5%	+215+1.7%	Added	Holders
Q3 2023	12,509	$6.31M	0.5%	−29−0.2%	Reduced	Holders
Q2 2023	12,538	$6.03M	0.5%	−127−1.0%	Reduced	Holders
Q1 2023	12,665	$5.99M	0.5%	−253−2.0%	Reduced	Holders
Q4 2022	12,918	$6.85M	0.5%	+211+1.7%	Added	Holders
Q3 2022	12,707	$6.42M	0.6%	−60−0.5%	Reduced	Holders
Q2 2022	12,767	$6.56M	0.5%	+4,555+55.5%	Added	Holders
Q1 2022	8,212	$4.19M	0.4%	+2,713+49.3%	Added	Holders
Q4 2021	5,499	$2.76M	0.2%	−348−6.0%	Reduced	Holders
Q3 2021	5,847	$2.28M	0.2%	−156−2.6%	Reduced	Holders
Q2 2021	6,003	$2.40M	0.2%	−129−2.1%	Reduced	Holders
Q1 2021	6,132	$2.28M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.