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Enterprise Bank & Trust’s UnitedHealth UNH Stock Holding History

Enterprise Bank & 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
2025
Q2 		$2.39M Sell
7,663
-80
-1% -$30.6K 0.89% 30
2025
Q1 		$4.06M Sell
7,743
-267
-3% -$136K 1.57% 15
2024
Q4 		$4.05M Sell
8,010
-373
-4% -$212K 1.33% 17
2024
Q3 		$4.9M Sell
8,383
-399
-5% -$226K 1.58% 15
2024
Q2 		$4.47M Sell
8,782
-173
-2% -$84.8K 1.53% 15
2024
Q1 		$4.43M Sell
8,955
-346
-4% -$176K 1.52% 15
2023
Q4 		$4.9M Buy
+9,301
New +$4.96M 1.74% 13
2023
Q3 		– Sell
-9,534
Closed -$4.58M – 115
2023
Q2 		$4.58M Buy
9,534
+968
+11% +$473K 1.75% 11
2023
Q1 		$4.05M Sell
8,566
-241
-3% -$116K 1.75% 12
2022
Q4 		$4.67M Buy
8,807
+343
+4% +$182K 2.21% 8
2022
Q3 		$4.28M Sell
8,464
-47
-0.6% -$24.7K 2.22% 9
2022
Q2 		$4.37M Sell
8,511
-1,160
-12% -$583K 1.98% 12
2022
Q1 		$4.93M Sell
9,671
-793
-8% -$382K 1.94% 12
2021
Q4 		$5.25M Sell
10,464
-22
-0.2% -$9.96K 1.84% 13
2021
Q3 		$4.1M Sell
10,486
-295
-3% -$122K 1.62% 17
2021
Q2 		$4.32M Sell
10,781
-679
-6% -$271K 1.7% 17
2021
Q1 		$4.26M Sell
11,460
-61
-0.5% -$21.1K 1.8% 14
2020
Q4 		$4.04M Sell
11,521
-183
-2% -$61.3K 1.74% 14
2020
Q3 		$3.65M Sell
11,704
-461
-4% -$142K 1.72% 15
2020
Q2 		$3.59M Sell
12,165
-124
-1% -$35.5K 1.79% 14
2020
Q1 		$3.06M Sell
12,289
-842
-6% -$232K 1.81% 11
2019
Q4 		$3.86M Buy
13,131
+58
+0.4% +$15.2K 1.73% 12
2019
Q3 		$2.84M Buy
13,073
+1,071
+9% +$258K 1.38% 21
2019
Q2 		$2.93M Sell
12,002
-3,308
-22% -$796K 1.51% 15
2019
Q1 		$3.79M Buy
+15,310
New +$3.9M 1.55% 15

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Enterprise Bank & Trust's UNH Position: Q2 2025 in Review

Enterprise Bank & Trust reduced its UnitedHealth (UNH) stake by 1% in Q2 2025, selling an estimated $30.6K and leaving 7,663 shares worth $2.39M. The position accounts for 0.89% of the portfolio, ranked #30.

Enterprise Bank & Trust first reported a position in UNH in Q1 2019 and has held it in 25 quarters since. The position peaked at $5.25M in Q4 2021. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Enterprise Bank & Trust held 7,663 shares of UnitedHealth worth $2.39M as of Q2 2025.
  • Enterprise Bank & Trust sold 80 UnitedHealth shares in Q2 2025, an estimated $30.6K.
  • UnitedHealth made up 0.89% of Enterprise Bank & Trust's portfolio in Q2 2025, its #30 holding.
  • Enterprise Bank & Trust first reported a position in UnitedHealth in Q1 2019 and has held it in 25 quarters since.
  • Enterprise Bank & Trust's UnitedHealth position peaked at $5.25M in Q4 2021.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.