Sanibel Captiva Trust Company
UNH icon

Sanibel Captiva Trust Company’s UnitedHealth UNH Stock Holding History

Sanibel Captiva Trust Company’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 		$12.8M Sell
30,900
-2,037
-6% -$755K 0.32% 73
2026
Q1 		$8.91M Sell
32,937
-10,101
-23% -$3.01M 0.25% 98
2025
Q4 		$14.2M Sell
43,038
-8,446
-16% -$2.86M 0.39% 67
2025
Q3 		$17.8M Sell
51,484
-5,020
-9% -$1.52M 0.51% 57
2025
Q2 		$17.6M Sell
56,504
-10,788
-16% -$4.12M 0.54% 53
2025
Q1 		$35.2M Sell
67,292
-1,724
-2% -$881K 1.15% 19
2024
Q4 		$34.9M Buy
69,016
+2,272
+3% +$1.29M 1.12% 22
2024
Q3 		$39M Sell
66,744
-80
-0.1% -$45.2K 1.25% 19
2024
Q2 		$34M Sell
66,824
-2,238
-3% -$1.1M 1.16% 20
2024
Q1 		$34.2M Buy
69,062
+1,342
+2% +$682K 1.16% 20
2023
Q4 		$35.7M Buy
+67,720
New +$36.1M 1.31% 17

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 $3.38T AUM 44.17% 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

Sanibel Captiva Trust Company's UNH Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its UnitedHealth (UNH) stake by 6.2% in Q2 2026, selling an estimated $755K and leaving 30,900 shares worth $12.8M. The position accounts for 0.32% of the portfolio, ranked #73.

Sanibel Captiva Trust Company first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $39M in Q3 2024. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sanibel Captiva Trust Company held 30,900 shares of UnitedHealth worth $12.8M as of Q2 2026.
  • Sanibel Captiva Trust Company sold 2,037 UnitedHealth shares in Q2 2026, an estimated $755K.
  • UnitedHealth made up 0.32% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #73 holding.
  • Sanibel Captiva Trust Company first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Sanibel Captiva Trust Company's UnitedHealth position peaked at $39M in Q3 2024.
  • 3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.