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Sentinel Trust’s UnitedHealth UNH Stock Holding History

Sentinel 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
2026
Q2 		$1.87M Sell
4,504
-100
-2% -$37.1K 0.17% 61
2026
Q1 		$1.25M Buy
4,604
+100
+2% +$29.8K 0.12% 70
2025
Q4 		$1.49M Buy
4,504
+4
+0.1% +$1.36K 0.15% 63
2025
Q3 		$1.55M Sell
4,500
-385
-8% -$116K 0.16% 59
2025
Q2 		$1.52M Sell
4,885
-813
-14% -$311K 0.17% 60
2025
Q1 		$2.98M Sell
5,698
-253
-4% -$129K 0.35% 38
2024
Q4 		$3.01M Buy
5,951
+261
+5% +$148K 0.35% 38
2024
Q3 		$3.33M Hold
5,690
– – 0.38% 38
2024
Q2 		$2.9M Hold
5,690
– – 0.36% 43
2024
Q1 		$2.81M Hold
5,690
– – 0.36% 43
2023
Q4 		$3M Hold
5,690
– – 0.39% 38
2023
Q3 		$2.87M Buy
5,690
+140
+3% +$68.9K 0.41% 39
2023
Q2 		$2.67M Buy
5,550
+4,500
+429% +$2.2M 0.36% 40
2023
Q1 		$496K Buy
+1,050
New +$507K 0.07% 100
2022
Q1 		– Sell
-2,100
Closed -$1.05M – 182
2021
Q4 		$1.05M Buy
+2,100
New +$951K 0.13% 55
2016
Q1 		– Sell
-1,778
Closed -$209K – 153
2015
Q4 		$209K Sell
1,778
-206
-10% -$24.1K 0.03% 126
2015
Q3 		$230K Sell
1,984
-40
-2% -$4.79K 0.03% 124
2015
Q2 		$247K Sell
2,024
-248
-11% -$29.3K 0.07% 137
2015
Q1 		$269K Sell
2,272
-10
-0.4% -$1.11K 0.07% 125
2014
Q4 		$231K Sell
2,282
-12,430
-84% -$1.18M 0.07% 128
2014
Q3 		$1.27M Sell
14,712
-20
-0.1% -$1.69K 0.33% 80
2014
Q2 		$1.21M Buy
14,732
+230
+2% +$18.1K 0.31% 78
2014
Q1 		$1.19M Hold
14,502
– – 0.33% 79
2013
Q4 		$1.09M Buy
+14,502
New +$1.04M 0.3% 87

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 $3.37T AUM 44.26% 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

Sentinel Trust's UNH Position: Q2 2026 in Review

Sentinel Trust reduced its UnitedHealth (UNH) stake by 2.2% in Q2 2026, selling an estimated $37.1K and leaving 4,504 shares worth $1.87M. The position accounts for 0.17% of the portfolio, ranked #61.

Sentinel Trust first reported a position in UNH in Q4 2013 and has held it in 24 quarters since. The position peaked at $3.33M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sentinel Trust held 4,504 shares of UnitedHealth worth $1.87M as of Q2 2026.
  • Sentinel Trust sold 100 UnitedHealth shares in Q2 2026, an estimated $37.1K.
  • UnitedHealth made up 0.17% of Sentinel Trust's portfolio in Q2 2026, its #61 holding.
  • Sentinel Trust first reported a position in UnitedHealth in Q4 2013 and has held it in 24 quarters since.
  • Sentinel Trust's UnitedHealth position peaked at $3.33M in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sentinel Trust's 13F filing for Q2 2026, filed 13 Jul 2026.