Caldwell Trust CO Unitedhealth Group Inc Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Caldwell Trust CO holds 7,907 shares of UNH stock, worth $2.62 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

7,907

Previous 14,489 45.43%

Holding current value

$2.62 Million

Previous $4.52 Billion 39.6%

% of portfolio

0.26%

Previous 0.45%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$237.77 - $353.61 $1.57 Million - $2.33 Million	-6,582 Reduced 45.43%	7,907 $2.73 Billion
Q2 2025 Sep 22, 2025	BUY	$274.35 - $599.47 $3.98 Million - $8.69 Million	14,489 New	14,489 $4.52 Billion
Q1 2025 Sep 23, 2025	BUY	$461.52 - $548.18 $1.06 Million - $1.26 Million	2,293 Added 15.83%	16,782 $8.79 Billion
Q4 2024 Sep 24, 2025	SELL	$485.52 - $625.25 $685,068 - $882,227	-1,411 Reduced 7.52%	17,361 $8.78 Billion
Q3 2024 Sep 24, 2025	SELL	$488.01 - $604.18 $303,542 - $375,799	-622 Reduced 3.21%	18,772 $11 Billion
Q2 2024 Sep 24, 2025	BUY	$439.2 - $524.63 $103,212 - $123,288	235 Added 1.23%	19,394 $9.88 Billion
Q1 2024 Sep 24, 2025	BUY	$472.6 - $545.42 $2.21 Million - $2.55 Million	4,670 Added 32.23%	19,159 $9.48 Billion
Q4 2023 Oct 01, 2025	SELL	$509.47 - $552.97 $151,822 - $164,785	-298 Reduced 1.48%	19,804 $10.4 Billion
Q3 2023 Oct 01, 2025	SELL	$447.75 - $510.93 $67,610 - $77,150	-151 Reduced 0.75%	20,102 $10.1 Billion
Q2 2023 Oct 01, 2025	SELL	$458.49 - $526.23 $15,588 - $17,891	-34 Reduced 0.17%	20,253 $9.73 Billion
Q1 2023 Oct 01, 2025	BUY	$460.33 - $518.33 $2.67 Million - $3.01 Million	5,798 Added 40.02%	20,287 $9.59 Billion
Q4 2022 Oct 01, 2025	SELL	$498.86 - $555.15 $98,774 - $109,919	-198 Reduced 0.96%	20,350 $10.8 Billion
Q3 2022 Oct 01, 2025	BUY	$501.24 - $549.95 $3.04 Million - $3.33 Million	6,059 Added 41.82%	20,548 $10.4 Billion
Q2 2022 Oct 01, 2025	BUY	$452.06 - $546.01 $34,808 - $42,042	77 Added 0.39%	20,042 $10.3 Billion
Q1 2022 Oct 01, 2025	BUY	$455.89 - $520.82 $2.5 Million - $2.85 Million	5,476 Added 37.79%	19,965 $10.2 Billion
Q4 2021 Oct 02, 2025	BUY	$387.01 - $505.58 $86,690 - $113,249	224 Added 1.14%	19,903 $9.99 Billion
Q3 2021 Oct 02, 2025	BUY	$390.74 - $429.71 $274,690 - $302,086	703 Added 3.7%	19,679 $7.69 Billion
Q2 2021 Oct 02, 2025	BUY	$364.37 - $420.89 $88,906 - $102,697	244 Added 1.3%	18,976 $7.6 Billion
Q1 2021 Oct 02, 2025	BUY	$324.34 - $379.06 $1.38 Million - $1.61 Million	4,243 Added 29.28%	18,732 $6.97 Billion
Q4 2020 Oct 02, 2025	BUY	$303.68 - $356.82 $1.19 Million - $1.4 Million	3,933 Added 27.14%	18,422 $6.46 Billion
Q3 2020 Oct 02, 2025	SELL	$291.16 - $323.7 $221,281 - $246,012	-760 Reduced 3.99%	18,300 $5.71 Billion
Q2 2020 Oct 02, 2025	SELL	$229.49 - $311.85 $69,764 - $94,802	-304 Reduced 1.57%	19,060 $5.62 Billion
Q1 2020 Oct 02, 2025	BUY	$194.86 - $305.31 $949,942 - $1.49 Million	4,875 Added 33.65%	19,364 $4.83 Billion
Q4 2019 Oct 06, 2025	BUY	$215.36 - $295.97 $763,666 - $1.05 Million	3,546 Added 24.47%	18,035 $5.3 Billion

Others Institutions Holding UNH

# of Institutions

3,807

Shares Held

773M

Call Options Held

39.8M

Put Options Held

33.5M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $309B
Description
UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...

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Caldwell Trust CO Unitedhealth Group Inc Transaction History