Colonial Trust Advisors

SEC CIK: 0001567993
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

UNH holding history

UnitedHealth Group Inc in every 13F filed by Colonial Trust Advisors, 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): 28,270
Value: $11.8M
% of portfolio: 0.8%
Quarters held: 22; Since Q1 2021

Holdings of UNH by Colonial Trust Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	28,270	$11.8M	0.8%	−298−1.0%	Reduced	Holders
Q1 2026	28,568	$7.73M	0.6%	−1,764−5.8%	Reduced	Holders
Q4 2025	30,332	$10.0M	0.8%	−1,402−4.4%	Reduced	Holders
Q3 2025	31,734	$11.0M	0.8%	−7,300−18.7%	Reduced	Holders
Q2 2025	39,034	$12.2M	1.0%	−746−1.9%	Reduced	Holders
Q1 2025	39,780	$20.8M	1.9%	−315−0.8%	Reduced	Holders
Q4 2024	40,095	$20.3M	1.8%	−865−2.1%	Reduced	Holders
Q3 2024	40,960	$23.9M	2.1%	+494+1.2%	Added	Holders
Q2 2024	40,466	$20.6M	2.0%	+166+0.4%	Added	Holders
Q1 2024	40,300	$19.9M	2.0%	−657−1.6%	Reduced	Holders
Q4 2023	40,957	$21.6M	2.3%	−800−1.9%	Reduced	Holders
Q3 2023	41,757	$21.1M	2.4%	+194+0.5%	Added	Holders
Q2 2023	41,563	$20.0M	2.2%	−762−1.8%	Reduced	Holders
Q1 2023	42,325	$20.0M	2.3%	−538−1.3%	Reduced	Holders
Q4 2022	42,863	$22.7M	2.8%	−396−0.9%	Reduced	Holders
Q3 2022	43,259	$21.8M	3.0%	+771+1.8%	Added	Holders
Q2 2022	42,488	$21.8M	3.1%	−408−1.0%	Reduced	Holders
Q1 2022	42,896	$21.9M	2.6%	−97−0.2%	Reduced	Holders
Q4 2021	42,993	$21.6M	2.4%	−756−1.7%	Reduced	Holders
Q3 2021	43,749	$17.1M	2.1%	−620−1.4%	Reduced	Holders
Q2 2021	44,369	$17.8M	2.2%	−259−0.6%	Reduced	Holders
Q1 2021	44,628	$16.6M	2.2%	–	–	Holders

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