EFSCE
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Enterprise Financial Services Corp (EFSC)’s UnitedHealth UNH Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
Q1 		$397K Sell
1,468
-24
-2% -$7.15K 0.2% 91
2025
Q4 		$493K Buy
1,492
+131
+10% +$44.4K 0.25% 78
2025
Q3 		$470K Sell
1,361
-86
-6% -$26K 0.24% 80
2025
Q2 		$451K Sell
1,447
-854
-37% -$326K 0.24% 82
2025
Q1 		$1.21M Sell
2,301
-262
-10% -$134K 0.71% 33
2024
Q4 		$1.3M Sell
2,563
-13
-0.5% -$7.39K 0.72% 33
2024
Q3 		$1.51M Sell
2,576
-82
-3% -$46.4K 0.88% 25
2024
Q2 		$1.35M Buy
2,658
+36
+1% +$17.6K 0.83% 24
2024
Q1 		$1.3M Sell
2,622
-335
-11% -$170K 0.78% 27
2023
Q4 		$1.56M Buy
2,957
+17
+0.6% +$9.07K 0.95% 18
2023
Q3 		$1.48M Buy
2,940
+21
+0.7% +$10.3K 1.02% 18
2023
Q2 		$1.4M Sell
2,919
-36
-1% -$17.6K 0.89% 23
2023
Q1 		$1.4M Sell
2,955
-126
-4% -$60.8K 0.91% 23
2022
Q4 		$1.63M Sell
3,081
-12
-0.4% -$6.36K 1.13% 21
2022
Q3 		$1.56M Sell
3,093
-81
-3% -$42.6K 1.17% 20
2022
Q2 		$1.63M Sell
3,174
-264
-8% -$133K 0.32% 68
2022
Q1 		$1.75M Buy
3,438
+336
+11% +$162K 0.29% 72
2021
Q4 		$1.56M Buy
3,102
+14
+0.5% +$6.34K 0.24% 78
2021
Q3 		$1.21M Buy
3,088
+1,346
+77% +$557K 0.16% 120
2021
Q2 		$698K Sell
1,742
-40
-2% -$15.9K 0.11% 124
2021
Q1 		$663K Buy
1,782
+48
+3% +$16.6K 0.12% 110
2020
Q4 		$608K Buy
1,734
+3
+0.2% +$1.01K 0.12% 111
2020
Q3 		$539K Sell
1,731
-23
-1% -$7.07K 0.11% 113
2020
Q2 		$517K Buy
1,754
+82
+5% +$23.5K 0.11% 118
2020
Q1 		$416K Sell
1,672
-218
-12% -$60K 0.1% 124
2019
Q4 		$555K Buy
1,890
+59
+3% +$15.4K 0.12% 126
2019
Q3 		$398K Sell
1,831
-254
-12% -$61.3K 0.09% 141
2019
Q2 		$509K Sell
2,085
-2
-0.1% -$481 0.11% 124
2019
Q1 		$516K Buy
2,087
+412
+25% +$105K 0.11% 127
2018
Q4 		$417K Sell
1,675
-88
-5% -$23.2K 0.26% 76
2018
Q3 		$469K Buy
1,763
+49
+3% +$12.7K 0.25% 83
2018
Q2 		$421K Hold
1,714
– – 0.21% 90
2018
Q1 		$367K Buy
1,714
+76
+5% +$17.4K 0.19% 100
2017
Q4 		$361K Sell
1,638
-140
-8% -$29.7K 0.18% 105
2017
Q3 		$348K Buy
1,778
+28
+2% +$5.41K 0.17% 106
2017
Q2 		$324K Sell
1,750
-266
-13% -$46.6K 0.16% 109
2017
Q1 		$331K Hold
2,016
– – 0.16% 103
2016
Q4 		$323K Buy
2,016
+169
+9% +$25.2K 0.16% 99
2016
Q3 		$259K Buy
1,847
+54
+3% +$7.56K 0.15% 111
2016
Q2 		$253K Hold
1,793
– – 0.15% 106
2016
Q1 		$231K Sell
1,793
-80
-4% -$9.46K 0.14% 109
2015
Q4 		$220K Buy
1,873
+325
+21% +$38K 0.13% 115
2015
Q3 		$180K Sell
1,548
-303
-16% -$36.3K 0.12% 121
2015
Q2 		$226K Sell
1,851
-115
-6% -$13.6K 0.13% 120
2015
Q1 		$232K Buy
1,966
+97
+5% +$10.8K 0.14% 121
2014
Q4 		$189K Sell
1,869
-170
-8% -$16.1K 0.11% 131
2014
Q3 		$176K Sell
2,039
-126
-6% -$10.6K 0.11% 131
2014
Q2 		$177K Sell
2,165
-150
-6% -$11.8K 0.11% 133
2014
Q1 		$190K Buy
2,315
+420
+22% +$31.6K 0.12% 125
2013
Q4 		$143K Sell
1,895
-277
-13% -$19.9K 0.08% 139
2013
Q3 		$156K Buy
2,172
+484
+29% +$34.6K 0.1% 131
2013
Q2 		$111K Buy
+1,688
New +$105K 0.08% 147

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s UNH Position: Q1 2026 in Review

Enterprise Financial Services Corp (EFSC) reduced its UnitedHealth (UNH) stake by 1.6% in Q1 2026, selling an estimated $7.15K and leaving 1,468 shares worth $397K. The position accounts for 0.2% of the portfolio, ranked #91.

Enterprise Financial Services Corp (EFSC) first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.75M in Q1 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Enterprise Financial Services Corp (EFSC) held 1,468 shares of UnitedHealth worth $397K as of Q1 2026.
  • Enterprise Financial Services Corp (EFSC) sold 24 UnitedHealth shares in Q1 2026, an estimated $7.15K.
  • UnitedHealth made up 0.2% of Enterprise Financial Services Corp (EFSC)'s portfolio in Q1 2026, its #91 holding.
  • Enterprise Financial Services Corp (EFSC) first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Enterprise Financial Services Corp (EFSC)'s UnitedHealth position peaked at $1.75M in Q1 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2026, filed 5 May 2026.