EB
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Eastern Bank’s UnitedHealth UNH Stock Holding History

Eastern Bank’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 		$3.18M Sell
7,663
-45
-0.6% -$16.7K 0.05% 130
2026
Q1 		$2.09M Sell
7,708
-2,218
-22% -$661K 0.04% 164
2025
Q4 		$3.28M Sell
9,926
-1,152
-10% -$390K 0.06% 121
2025
Q3 		$3.83M Sell
11,078
-8,878
-44% -$2.69M 0.07% 110
2025
Q2 		$6.23M Sell
19,956
-129,735
-87% -$49.6M 0.12% 99
2025
Q1 		$78.4M Sell
149,691
-10,566
-7% -$5.4M 1.54% 18
2024
Q4 		$81.1M Buy
160,257
+154
+0.1% +$87.5K 1.51% 14
2024
Q3 		$93.6M Buy
160,103
+93,510
+140% +$52.9M 1.68% 12
2024
Q2 		$33.9M Buy
66,593
+6,708
+11% +$3.29M 1.37% 17
2024
Q1 		$29.6M Sell
59,885
-2,789
-4% -$1.42M 1.23% 25
2023
Q4 		$33M Sell
62,674
-120
-0.2% -$64K 1.5% 13
2023
Q3 		$31.7M Sell
62,794
-417
-0.7% -$205K 1.57% 13
2023
Q2 		$30.4M Sell
63,211
-5,599
-8% -$2.74M 1.44% 13
2023
Q1 		$32.5M Sell
68,810
-2,606
-4% -$1.26M 1.63% 11
2022
Q4 		$37.9M Sell
71,416
-31
-0% -$16.4K 2.02% 8
2022
Q3 		$36.1M Buy
71,447
+187
+0.3% +$98.3K 2.06% 7
2022
Q2 		$36.6M Sell
71,260
-204
-0.3% -$102K 1.95% 8
2022
Q1 		$36.4M Sell
71,464
-584
-0.8% -$282K 1.69% 13
2021
Q4 		$36.2M Buy
72,048
+1,633
+2% +$739K 1.58% 14
2021
Q3 		$27.5M Buy
70,415
+242
+0.3% +$100K 1.33% 21
2021
Q2 		$28.1M Buy
70,173
+676
+1% +$270K 1.38% 20
2021
Q1 		$25.9M Buy
69,497
+2,648
+4% +$918K 1.4% 19
2020
Q4 		$23.4M Buy
66,849
+231
+0.3% +$77.4K 1.31% 23
2020
Q3 		$20.8M Buy
66,618
+38
+0.1% +$11.7K 1.27% 23
2020
Q2 		$19.6M Sell
66,580
-1,739
-3% -$498K 1.28% 22
2020
Q1 		$17M Sell
68,319
-4,306
-6% -$1.18M 1.27% 24
2019
Q4 		$21.4M Buy
72,625
+2,054
+3% +$537K 1.24% 22
2019
Q3 		$15.3M Buy
70,571
+1,483
+2% +$358K 0.96% 49
2019
Q2 		$16.9M Buy
69,088
+1,375
+2% +$331K 1.07% 36
2019
Q1 		$16.7M Buy
67,713
+2,372
+4% +$605K 1.12% 31
2018
Q4 		$16.3M Buy
65,341
+418
+0.6% +$110K 1.22% 26
2018
Q3 		$17.3M Buy
64,923
+628
+1% +$163K 1.13% 30
2018
Q2 		$15.8M Buy
64,295
+1,631
+3% +$392K 1.08% 33
2018
Q1 		$13.4M Buy
62,664
+57,280
+1,064% +$13.1M 0.94% 50
2017
Q4 		$1.19M Hold
5,384
– – 0.08% 120
2017
Q3 		$1.05M Hold
5,384
– – 0.07% 117
2017
Q2 		$998K Hold
5,384
– – 0.07% 117
2017
Q1 		$883K Buy
5,384
+51
+1% +$8.35K 0.07% 121
2016
Q4 		$853K Buy
5,333
+64
+1% +$9.56K 0.07% 122
2016
Q3 		$738K Buy
5,269
+200
+4% +$28K 0.06% 123
2016
Q2 		$716K Hold
5,069
– – 0.06% 125
2016
Q1 		$653K Hold
5,069
– – 0.05% 125
2015
Q4 		$597K Sell
5,069
-67
-1% -$7.83K 0.05% 132
2015
Q3 		$596K Sell
5,136
-1,723
-25% -$206K 0.05% 128
2015
Q2 		$837K Hold
6,859
– – 0.07% 119
2015
Q1 		$812K Sell
6,859
-41
-0.6% -$4.55K 0.07% 121
2014
Q4 		$698K Sell
6,900
-203
-3% -$19.2K 0.06% 125
2014
Q3 		$613K Sell
7,103
-357
-5% -$30.2K 0.05% 130
2014
Q2 		$610K Sell
7,460
-253
-3% -$19.9K 0.05% 128
2014
Q1 		$632K Sell
7,713
-584
-7% -$44K 0.05% 125
2013
Q4 		$625K Sell
8,297
-1,317
-14% -$94.6K 0.05% 125
2013
Q3 		$689K Buy
9,614
+1,860
+24% +$133K 0.06% 129
2013
Q2 		$508K Buy
+7,754
New +$482K 0.05% 140

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Eastern Bank's UNH Position: Q2 2026 in Review

Eastern Bank reduced its UnitedHealth (UNH) stake by 0.58% in Q2 2026, selling an estimated $16.7K and leaving 7,663 shares worth $3.18M. The position accounts for 0.05% of the portfolio, ranked #130.

Eastern Bank first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $93.6M in Q3 2024. 1,778 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Eastern Bank held 7,663 shares of UnitedHealth worth $3.18M as of Q2 2026.
  • Eastern Bank sold 45 UnitedHealth shares in Q2 2026, an estimated $16.7K.
  • UnitedHealth made up 0.05% of Eastern Bank's portfolio in Q2 2026, its #130 holding.
  • Eastern Bank first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Eastern Bank's UnitedHealth position peaked at $93.6M in Q3 2024.
  • 1,778 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.