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Sabal Trust’s UnitedHealth UNH Stock Holding History

Sabal 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
Q1 		$32.6M Buy
62,252
+326
+0.5% +$167K 1.81% 16
2024
Q4 		$31.3M Buy
61,926
+443
+0.7% +$252K 1.81% 15
2024
Q3 		$35.9M Sell
61,483
-786
-1% -$445K 1.96% 13
2024
Q2 		$31.7M Sell
62,269
-343
-0.5% -$168K 1.89% 14
2024
Q1 		$31M Buy
62,612
+195
+0.3% +$99.1K 1.8% 20
2023
Q4 		$32.9M Sell
62,417
-2,106
-3% -$1.12M 2.02% 16
2023
Q3 		$32.5M Sell
64,523
-367
-0.6% -$181K 2.17% 16
2023
Q2 		$31.2M Buy
64,890
+4,885
+8% +$2.39M 1.98% 20
2023
Q1 		$28.4M Buy
60,005
+287
+0.5% +$138K 1.98% 23
2022
Q4 		$31.7M Sell
59,718
-951
-2% -$504K 2.16% 19
2022
Q3 		$30.6M Sell
60,669
-457
-0.7% -$240K 2.31% 12
2022
Q2 		$31.4M Sell
61,126
-1,076
-2% -$540K 2.25% 12
2022
Q1 		$31.7M Sell
62,202
-376
-0.6% -$181K 2.2% 21
2021
Q4 		$31.4M Sell
62,578
-473
-0.8% -$214K 2% 22
2021
Q3 		$24.6M Buy
63,051
+823
+1% +$341K 1.76% 27
2021
Q2 		$24.9M Buy
62,228
+323
+0.5% +$129K 1.8% 26
2021
Q1 		$23M Buy
61,905
+1,934
+3% +$670K 1.71% 25
2020
Q4 		$21M Buy
59,971
+59,209
+7,770% +$19.8M 1.69% 29
2020
Q3 		$237K Buy
762
+40
+6% +$12.3K 0.02% 122
2020
Q2 		$213K Buy
+722
New +$207K 0.02% 126
2020
Q1 		– Sell
-889
Closed -$261K – 151
2019
Q4 		$261K Buy
+889
New +$233K 0.02% 136
2019
Q2 		– Sell
-843
Closed -$209K – 141
2019
Q1 		$209K Sell
843
-173
-17% -$44.1K 0.02% 130
2018
Q4 		$253K Buy
+1,016
New +$268K 0.03% 121
2018
Q2 		– Sell
-1,284
Closed -$275K – 163
2018
Q1 		$275K Buy
+1,284
New +$293K 0.03% 138

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sabal Trust's UNH Position: Q1 2025 in Review

Sabal Trust increased its UnitedHealth (UNH) stake by 0.53% in Q1 2025, buying an estimated $167K and bringing the position to 62,252 shares worth $32.6M. The position accounts for 1.81% of the portfolio, ranked #16.

Sabal Trust first reported a position in UNH in Q1 2018 and has held it in 24 quarters since. The position peaked at $35.9M in Q3 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Sabal Trust held 62,252 shares of UnitedHealth worth $32.6M as of Q1 2025.
  • Sabal Trust bought 326 UnitedHealth shares in Q1 2025, an estimated $167K.
  • UnitedHealth made up 1.81% of Sabal Trust's portfolio in Q1 2025, its #16 holding.
  • Sabal Trust first reported a position in UnitedHealth in Q1 2018 and has held it in 24 quarters since.
  • Sabal Trust's UnitedHealth position peaked at $35.9M in Q3 2024.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.