Spinnaker Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.44M | Buy |
27,482
+584
| +2% | +$174K | 0.41% | 59 |
|
|
2025
Q4 | $8.88M | Buy |
26,898
+413
| +2% | +$140K | 0.48% | 47 |
|
|
2025
Q3 | $9.15M | Buy |
26,485
+5,309
| +25% | +$1.61M | 0.51% | 46 |
|
|
2025
Q2 | $6.61M | Buy |
21,176
+6,873
| +48% | +$2.63M | 0.4% | 59 |
|
|
2025
Q1 | $7.49M | Buy |
14,303
+134
| +0.9% | +$68.5K | 0.49% | 47 |
|
|
2024
Q4 | $7.17M | Buy |
14,169
+23
| +0.2% | +$13.1K | 0.45% | 54 |
|
|
2024
Q3 | $8.27M | Sell |
14,146
-518
| -4% | -$293K | 0.51% | 49 |
|
|
2024
Q2 | $7.47M | Buy |
14,664
+427
| +3% | +$209K | 0.48% | 51 |
|
|
2024
Q1 | $7.04M | Buy |
14,237
+840
| +6% | +$427K | 0.45% | 58 |
|
|
2023
Q4 | $7.05M | Buy |
13,397
+495
| +4% | +$264K | 0.48% | 51 |
|
|
2023
Q3 | $6.51M | Sell |
12,902
-692
| -5% | -$341K | 0.49% | 48 |
|
|
2023
Q2 | $6.53M | Sell |
13,594
-9
| -0.1% | -$4.4K | 0.47% | 54 |
|
|
2023
Q1 | $6.43M | Sell |
13,603
-1,011
| -7% | -$488K | 0.49% | 52 |
|
|
2022
Q4 | $7.75M | Buy |
14,614
+203
| +1% | +$108K | 0.6% | 46 |
|
|
2022
Q3 | $7.28M | Sell |
14,411
-850
| -6% | -$447K | 0.6% | 39 |
|
|
2022
Q2 | $7.84M | Buy |
15,261
+363
| +2% | +$182K | 0.6% | 40 |
|
|
2022
Q1 | $7.6M | Sell |
14,898
-2,115
| -12% | -$1.02M | 0.51% | 47 |
|
|
2021
Q4 | $8.54M | Buy |
17,013
+20
| +0.1% | +$9.05K | 0.55% | 45 |
|
|
2021
Q3 | $6.64M | Buy |
16,993
+351
| +2% | +$145K | 0.46% | 52 |
|
|
2021
Q2 | $6.66M | Buy |
16,642
+195
| +1% | +$77.8K | 0.46% | 50 |
|
|
2021
Q1 | $6.12M | Buy |
16,447
+267
| +2% | +$92.5K | 0.46% | 52 |
|
|
2020
Q4 | $5.67M | Sell |
16,180
-157
| -1% | -$52.6K | 0.45% | 52 |
|
|
2020
Q3 | $5.09M | Buy |
16,337
+135
| +0.8% | +$41.5K | 0.45% | 53 |
|
|
2020
Q2 | $4.78M | Buy |
16,202
+409
| +3% | +$117K | 0.45% | 50 |
|
|
2020
Q1 | $3.94M | Buy |
15,793
+17
| +0.1% | +$4.68K | 0.43% | 56 |
|
|
2019
Q4 | $4.64M | Sell |
15,776
-667
| -4% | -$175K | 0.42% | 51 |
|
|
2019
Q3 | $3.57M | Buy |
16,443
+200
| +1% | +$48.3K | 0.35% | 60 |
|
|
2019
Q2 | $3.96M | Buy |
16,243
+1,570
| +11% | +$378K | 0.4% | 52 |
|
|
2019
Q1 | $3.63M | Buy |
14,673
+394
| +3% | +$100K | 0.36% | 58 |
|
|
2018
Q4 | $3.56M | Sell |
14,279
-1,496
| -9% | -$395K | 0.4% | 50 |
|
|
2018
Q3 | $4.2M | Sell |
15,775
-406
| -3% | -$106K | 0.41% | 46 |
|
|
2018
Q2 | $3.97M | Buy |
16,181
+326
| +2% | +$78.3K | 0.42% | 43 |
|
|
2018
Q1 | $3.39M | Buy |
15,855
+1,861
| +13% | +$425K | 0.37% | 45 |
|
|
2017
Q4 | $3.08M | Buy |
+13,994
| New | +$2.97M | 0.36% | 55 |
|
Other funds holding UNH
VCM
VPM
Spinnaker Trust's UNH Position: Q1 2026 in Review
Spinnaker Trust increased its UnitedHealth (UNH) stake by 2.2% in Q1 2026, buying an estimated $174K and bringing the position to 27,482 shares worth $7.44M. The position accounts for 0.41% of the portfolio, ranked #59.
Spinnaker Trust first reported a position in UNH in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.15M in Q3 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Spinnaker Trust held 27,482 shares of UnitedHealth worth $7.44M as of Q1 2026.
- Spinnaker Trust bought 584 UnitedHealth shares in Q1 2026, an estimated $174K.
- UnitedHealth made up 0.41% of Spinnaker Trust's portfolio in Q1 2026, its #59 holding.
- Spinnaker Trust first reported a position in UnitedHealth in Q4 2017 and has held it in 34 quarters since.
- Spinnaker Trust's UnitedHealth position peaked at $9.15M in Q3 2025.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Spinnaker Trust's 13F filing for Q1 2026, filed 23 Apr 2026.