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Capital City Trust’s UnitedHealth UNH Stock Holding History

Capital City 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
2025
Q2 		– Sell
-8,089
Closed -$4.24M – 119
2025
Q1 		$4.24M Buy
8,089
+22
+0.3% +$11.2K 1.16% 30
2024
Q4 		$4.08M Buy
8,067
+355
+5% +$202K 1.02% 31
2024
Q3 		$4.51M Buy
7,712
+534
+7% +$302K 1.12% 31
2024
Q2 		$3.66M Buy
7,178
+282
+4% +$138K 0.99% 33
2024
Q1 		$3.41M Buy
6,896
+154
+2% +$78.3K 0.95% 35
2023
Q4 		$3.55M Buy
6,742
+327
+5% +$174K 1.06% 32
2023
Q3 		$3.23M Buy
6,415
+203
+3% +$99.9K 1.07% 32
2023
Q2 		$2.99M Buy
6,212
+58
+0.9% +$28.4K 0.93% 39
2023
Q1 		$2.91M Buy
6,154
+172
+3% +$83K 0.93% 38
2022
Q4 		$3.17M Sell
5,982
-39
-0.6% -$20.7K 1.05% 34
2022
Q3 		$3.04M Sell
6,021
-2
-0% -$1.05K 1.06% 34
2022
Q2 		$3.09M Buy
6,023
+857
+17% +$430K 1.01% 33
2022
Q1 		$2.63M Buy
5,166
+16
+0.3% +$7.72K 0.76% 43
2021
Q4 		$2.59M Buy
5,150
+87
+2% +$39.4K 0.73% 43
2021
Q3 		$1.98M Sell
5,063
-15
-0.3% -$6.21K 0.61% 51
2021
Q2 		$2.03M Buy
5,078
+201
+4% +$80.1K 0.62% 51
2021
Q1 		$1.81M Buy
4,877
+275
+6% +$95.3K 0.58% 52
2020
Q4 		$1.61M Buy
4,602
+3
+0.1% +$1.01K 0.56% 50
2020
Q3 		$1.43M Buy
4,599
+193
+4% +$59.3K 0.53% 50
2020
Q2 		$1.3M Buy
4,406
+757
+21% +$217K 0.5% 53
2020
Q1 		$909 Buy
3,649
+92
+3% +$25.3K 0.41% 62
2019
Q4 		$1.05M Buy
3,557
+38
+1% +$9.94K 0.4% 62
2019
Q3 		$765K Sell
3,519
-41
-1% -$9.89K 0.34% 67
2019
Q2 		$868K Buy
+3,560
New +$856K 0.36% 65

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital City Trust's UNH Position: Q2 2025 in Review

Capital City Trust sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 8,089 shares — an estimated $4.24M sold.

Capital City Trust first reported a position in UNH in Q2 2019 and held it in 24 quarters. The position peaked at $4.51M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Capital City Trust reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Capital City Trust sold 8,089 UnitedHealth shares in Q2 2025, an estimated $4.24M.
  • Capital City Trust first reported a position in UnitedHealth in Q2 2019 and held it in 24 quarters.
  • Capital City Trust's UnitedHealth position peaked at $4.51M in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Capital City Trust's 13F filing for Q2 2025, filed 22 Jul 2025.