Caldwell Trust
UNH icon

Caldwell Trust’s UnitedHealth UNH Stock Holding History

Caldwell Trust’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
2026
Q3 		$1.33M Sell
3,621
-183
-5% -$73.7K 0.11% 150
2026
Q2 		$1.58M Sell
3,804
-71
-2% -$26.3K 0.13% 136
2026
Q1 		$1.05M Sell
3,875
-3,168
-45% -$943K 0.09% 159
2025
Q4 		$2.32M Sell
7,043
-864
-11% -$293K 0.21% 95
2025
Q3 		$2.73M Sell
7,907
-6,582
-45% -$1.99M 0.26% 84
2025
Q2 		$4.52M Sell
14,489
-2,293
-14% -$876K 0.45% 57
2025
Q1 		$8.79M Sell
16,782
-579
-3% -$296K 0.94% 30
2024
Q4 		$8.78M Sell
17,361
-1,411
-8% -$802K 0.92% 27
2024
Q3 		$11M Sell
18,772
-622
-3% -$352K 1.15% 18
2024
Q2 		$9.9M Buy
19,394
+235
+1% +$115K 1.09% 21
2024
Q1 		$9.48M Sell
19,159
-645
-3% -$328K 1.1% 22
2023
Q4 		$10.4M Sell
19,804
-298
-1% -$159K 1.32% 15
2023
Q3 		$10.1M Sell
20,102
-151
-0.7% -$74.3K 1.38% 15
2023
Q2 		$9.7M Sell
20,253
-34
-0.2% -$16.6K 1.27% 17
2023
Q1 		$9.6M Sell
20,287
-63
-0.3% -$30.4K 1.33% 15
2022
Q4 		$10.8M Sell
20,350
-198
-1% -$105K 1.53% 13
2022
Q3 		$10.4M Buy
20,548
+506
+3% +$266K 1.54% 10
2022
Q2 		$10.3M Buy
20,042
+77
+0.4% +$38.7K 1.42% 14
2022
Q1 		$10.2M Buy
19,965
+62
+0.3% +$29.9K 1.21% 16
2021
Q4 		$10M Buy
19,903
+224
+1% +$101K 1.15% 18
2021
Q3 		$7.69M Buy
19,679
+703
+4% +$291K 0.97% 24
2021
Q2 		$7.6M Buy
18,976
+244
+1% +$97.3K 0.99% 23
2021
Q1 		$6.97M Buy
18,732
+310
+2% +$107K 0.97% 27
2020
Q4 		$6.46M Buy
18,422
+122
+0.7% +$40.9K 0.98% 25
2020
Q3 		$5.71M Sell
18,300
-760
-4% -$233K 0.94% 28
2020
Q2 		$5.62M Sell
19,060
-304
-2% -$87.1K 0.94% 28
2020
Q1 		$4.83M Buy
19,364
+1,329
+7% +$366K 0.91% 29
2019
Q4 		$5.3M Buy
+18,035
New +$4.72M 0.81% 38

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Caldwell Trust's UNH Position: Q3 2026 in Review

Caldwell Trust reduced its UnitedHealth (UNH) stake by 4.8% in Q3 2026, selling an estimated $73.7K and leaving 3,621 shares worth $1.33M. The position accounts for 0.11% of the portfolio, ranked #150.

Caldwell Trust first reported a position in UNH in Q4 2019 and has held it in 28 quarters since. The position peaked at $11M in Q3 2024. 2,169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Caldwell Trust held 3,621 shares of UnitedHealth worth $1.33M as of Q3 2026.
  • Caldwell Trust sold 183 UnitedHealth shares in Q3 2026, an estimated $73.7K.
  • UnitedHealth made up 0.11% of Caldwell Trust's portfolio in Q3 2026, its #150 holding.
  • Caldwell Trust first reported a position in UnitedHealth in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's UnitedHealth position peaked at $11M in Q3 2024.
  • 2,169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.