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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Sanibel Captiva Trust Company's UNH Position: Q1 2026 in Review

Sanibel Captiva Trust Company reduced its UnitedHealth (UNH) stake by 23% in Q1 2026, selling an estimated $3.01M and leaving 32,937 shares worth $8.91M. The position accounts for 0.25% of the portfolio, ranked #98.

Sanibel Captiva Trust Company first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $39M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Sanibel Captiva Trust Company held 32,937 shares of UnitedHealth worth $8.91M as of Q1 2026.
Sanibel Captiva Trust Company sold 10,101 UnitedHealth shares in Q1 2026, an estimated $3.01M.
UnitedHealth made up 0.25% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #98 holding.
Sanibel Captiva Trust Company first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Sanibel Captiva Trust Company's UnitedHealth position peaked at $39M in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.