Caldwell Trust Co

Bank

Position in UNH — Unitedhealth Group Inc

CIK 2080218 Venice, FL

Position in UNH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,581,056

+$532,520 QoQ

Shares Held

3,804

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,535

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Caldwell Trust Co holds $2,460,357 across 5 Healthcare Plans names. UNH ranks #1 (64.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	3,804	$1,581,056
2	CI	Cigna Group	1,708	$470,861
3	HUM	Humana Inc	621	$246,673
4	ELV	Elevance Health, Inc.	280	$108,284
5	CVS	CVS HEALTH Corp	517	$53,483

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,581,056	3,804	-1.8%	Shares	Sole	2026-08-03
2026-03-31	$1,048,536	3,875	-45.0%	Shares	Sole	2026-04-22
2025-12-31	$2,324,964	7,043	-10.9%	Shares	Sole	2026-01-30
2025-09-30	$2,730,287	7,907	-45.4%	Shares	Sole	2025-10-23
2025-06-30	$4,520,133	14,489	-13.7%	Shares	Sole	2025-09-22
2025-03-31	$8,789,572	16,782	-3.3%	Shares	Sole	2025-09-23
2024-12-31	$8,782,235	17,361	-7.5%	Shares	Sole	2025-09-24
2024-09-30	$10,975,612	18,772	-3.2%	Shares	Sole	2025-09-24
2024-06-30	$9,876,588	19,394	+1.2%	Shares	Sole	2025-09-24
2024-03-31	$9,477,956	19,159	-3.3%	Shares	Sole	2025-09-24
2023-12-31	$10,426,211	19,804	-1.5%	Shares	Sole	2025-10-01
2023-09-30	$10,135,226	20,102	-0.7%	Shares	Sole	2025-10-01
2023-06-30	$9,734,401	20,253	-0.2%	Shares	Sole	2025-10-01
2023-03-31	$9,587,433	20,287	-0.3%	Shares	Sole	2025-10-01
2022-12-31	$10,789,162	20,350	-1.0%	Shares	Sole	2025-10-01
2022-09-30	$10,377,561	20,548	+2.5%	Shares	Sole	2025-10-01
2022-06-30	$10,294,171	20,042	+0.4%	Shares	Sole	2025-10-02
2022-03-31	$10,181,551	19,965	+0.3%	Shares	Sole	2025-10-02
2021-12-31	$9,994,092	19,903	+1.1%	Shares	Sole	2025-10-02
2021-09-30	$7,689,372	19,679	+3.7%	Shares	Sole	2025-10-02
2021-06-30	$7,598,749	18,976	+1.3%	Shares	Sole	2025-10-02
2021-03-31	$6,969,614	18,732	+1.7%	Shares	Sole	2025-10-02
2020-12-31	$6,460,226	18,422	+0.7%	Shares	Sole	2025-10-02
2020-09-30	$5,705,390	18,300	-4.0%	Shares	Sole	2025-10-02
2020-06-30	$5,621,746	19,060	-1.6%	Shares	Sole	2025-10-02
2020-03-31	$4,828,994	19,364	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.