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City National Bank of Florida’s UnitedHealth UNH Stock Holding History

City National Bank 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
2025
Q2 		– Sell
-735
Closed -$385K – 143
2025
Q1 		$385K Buy
735
+266
+57% +$136K 0.35% 58
2024
Q4 		$237K Buy
+469
New +$266K 0.22% 102

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $484B AUM 34.9% 1-Year Est. Return

City National Bank of Florida's UNH Position: Q2 2025 in Review

City National Bank of Florida sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 735 shares — an estimated $385K sold.

City National Bank of Florida first reported a position in UNH in Q4 2024 and held it in 2 quarters. The position peaked at $385K in Q1 2025. 3,180 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • City National Bank of Florida reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • City National Bank of Florida sold 735 UnitedHealth shares in Q2 2025, an estimated $385K.
  • City National Bank of Florida first reported a position in UnitedHealth in Q4 2024 and held it in 2 quarters.
  • City National Bank of Florida's UnitedHealth position peaked at $385K in Q1 2025.
  • 3,180 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on City National Bank of Florida's 13F filing for Q2 2025, filed 14 Aug 2025.