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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
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 		$9.88M 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 		$9.73M Sell
20,253
-34
-0.2% -$16.6K 1.27% 17
2023
Q1 		$9.59M 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 		$9.99M 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Caldwell Trust's UNH Position: Q2 2026 in Review

Caldwell Trust reduced its UnitedHealth (UNH) stake by 1.8% in Q2 2026, selling an estimated $26.3K and leaving 3,804 shares worth $1.58M. The position accounts for 0.13% of the portfolio, ranked #136.

Caldwell Trust first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $11M in Q3 2024. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Caldwell Trust held 3,804 shares of UnitedHealth worth $1.58M as of Q2 2026.
  • Caldwell Trust sold 71 UnitedHealth shares in Q2 2026, an estimated $26.3K.
  • UnitedHealth made up 0.13% of Caldwell Trust's portfolio in Q2 2026, its #136 holding.
  • Caldwell Trust first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's UnitedHealth position peaked at $11M in Q3 2024.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.