ETS
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ESL Trust Services’s UnitedHealth UNH Stock Holding History

ESL Trust Services’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
Q4 		– Sell
-8
Closed -$2.76K – 323
2025
Q3 		$2.76K Buy
+8
New +$2.42K ﹤0.01% 253
2025
Q2 		– Sell
-22
Closed -$11.5K – 304
2025
Q1 		$11.5K Hold
22
– – ﹤0.01% 200
2024
Q4 		$11.1K Hold
22
– – ﹤0.01% 211
2024
Q3 		$12.9K Sell
22
-44
-67% -$24.9K ﹤0.01% 105
2024
Q2 		$33.6K Buy
+66
New +$32.3K 0.01% 75

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ESL Trust Services's UNH Position: Q4 2025 in Review

ESL Trust Services sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 8 shares — an estimated $2.76K sold.

ESL Trust Services first reported a position in UNH in Q2 2024 and held it in 5 quarters. The position peaked at $33.6K in Q2 2024. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • ESL Trust Services reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • ESL Trust Services sold 8 UnitedHealth shares in Q4 2025, an estimated $2.76K.
  • ESL Trust Services first reported a position in UnitedHealth in Q2 2024 and held it in 5 quarters.
  • ESL Trust Services's UnitedHealth position peaked at $33.6K in Q2 2024.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on ESL Trust Services's 13F filing for Q4 2025, filed 10 Feb 2026.