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Cadence Bank’s UnitedHealth UNH Stock Holding History

Cadence Bank’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$874K Sell
2,648
-28
-1% -$9.49K 0.05% 182
2025
Q3 		$924K Buy
2,676
+29
+1% +$8.77K 0.06% 178
2025
Q2 		$826K Buy
2,647
+31
+1% +$11.8K 0.05% 185
2025
Q1 		$1.37M Buy
2,616
+12
+0.5% +$6.13K 0.1% 137
2024
Q4 		$1.32M Sell
2,604
-190
-7% -$108K 0.09% 140
2024
Q3 		$1.63M Buy
2,794
+46
+2% +$26K 0.11% 129
2024
Q2 		$1.4M Sell
2,748
-6
-0.2% -$2.94K 0.11% 123
2024
Q1 		$1.36M Sell
2,754
-66
-2% -$33.6K 0.1% 136
2023
Q4 		$1.48M Sell
2,820
-16
-0.6% -$8.53K 0.12% 123
2023
Q3 		$1.43M Buy
2,836
+45
+2% +$22.1K 0.13% 119
2023
Q2 		$1.34M Buy
2,791
+26
+0.9% +$12.7K 0.12% 126
2023
Q1 		$1.31M Sell
2,765
-26
-0.9% -$12.5K 0.12% 128
2022
Q4 		$1.48M Sell
2,791
-4
-0.1% -$2.12K 0.14% 124
2022
Q3 		$1.41M Buy
+2,795
New +$1.47M 0.15% 120
2021
Q1 		– Sell
-14,549
Closed -$5.1M – 219
2020
Q4 		$5.1M Buy
+14,549
New +$4.88M 0.8% 34

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cadence Bank's UNH Position: Q4 2025 in Review

Cadence Bank reduced its UnitedHealth (UNH) stake by 1% in Q4 2025, selling an estimated $9.49K and leaving 2,648 shares worth $874K. The position accounts for 0.05% of the portfolio, ranked #182.

Cadence Bank first reported a position in UNH in Q4 2020 and has held it in 15 quarters since. The position peaked at $5.1M in Q4 2020. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Cadence Bank held 2,648 shares of UnitedHealth worth $874K as of Q4 2025.
  • Cadence Bank sold 28 UnitedHealth shares in Q4 2025, an estimated $9.49K.
  • UnitedHealth made up 0.05% of Cadence Bank's portfolio in Q4 2025, its #182 holding.
  • Cadence Bank first reported a position in UnitedHealth in Q4 2020 and has held it in 15 quarters since.
  • Cadence Bank's UnitedHealth position peaked at $5.1M in Q4 2020.
  • 3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.