Canandaigua National Trust of Florida’s UnitedHealth UNH Stock Holding History

Canandaigua National Trust of Florida’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 Q1	$205K	Hold	758	–	–	0.16%	107
2025 Q4	$250K	Hold	758	–	–	0.16%	113
2025 Q3	$262K	Hold	758	–	–	0.21%	92
2025 Q2	$236K	Sell	758 -75	-9%	-$28.7K	0.17%	113
2025 Q1	$436K	Sell	833 -42	-5%	-$21.5K	0.38%	64
2024 Q4	$443K	Buy	875 +121	+16%	+$68.8K	0.35%	69
2024 Q3	$441K	Buy	+754	New	+$426K	0.38%	66

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Canandaigua National Trust of Florida's UNH Position: Q1 2026 in Review

Canandaigua National Trust of Florida held its UnitedHealth (UNH) position steady in Q1 2026 at 758 shares worth $205K. The position accounts for 0.16% of the portfolio, ranked #107.

Canandaigua National Trust of Florida first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $443K in Q4 2024. 3,032 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Canandaigua National Trust of Florida held 758 shares of UnitedHealth worth $205K as of Q1 2026.
Canandaigua National Trust of Florida left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.16% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #107 holding.
Canandaigua National Trust of Florida first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
Canandaigua National Trust of Florida's UnitedHealth position peaked at $443K in Q4 2024.
3,032 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Canandaigua National Trust of Florida's 13F filing for Q1 2026, filed 8 Apr 2026.