Essex Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.07M | Sell |
7,643
-475
| -6% | -$141K | 0.12% | 170 |
|
|
2025
Q4 | $2.68M | Sell |
8,118
-605
| -7% | -$205K | 0.15% | 137 |
|
|
2025
Q3 | $3.01M | Sell |
8,723
-792
| -8% | -$240K | 0.18% | 121 |
|
|
2025
Q2 | $2.97M | Sell |
9,515
-2,210
| -19% | -$845K | 0.19% | 119 |
|
|
2025
Q1 | $6.14M | Sell |
11,725
-839
| -7% | -$429K | 0.44% | 51 |
|
|
2024
Q4 | $6.36M | Sell |
12,564
-655
| -5% | -$372K | 0.45% | 48 |
|
|
2024
Q3 | $7.53M | Sell |
13,219
-585
| -4% | -$331K | 0.54% | 36 |
|
|
2024
Q2 | $7.82M | Buy |
13,804
+2,659
| +24% | +$1.3M | 0.58% | 35 |
|
|
2024
Q1 | $5.51M | Sell |
11,145
-488
| -4% | -$248K | 0.51% | 44 |
|
|
2023
Q4 | $6.12M | Sell |
11,633
-395
| -3% | -$211K | 0.63% | 33 |
|
|
2023
Q3 | $6.06M | Sell |
12,028
-122
| -1% | -$60K | 0.7% | 32 |
|
|
2023
Q2 | $5.84M | Sell |
12,150
-2,326
| -16% | -$1.14M | 0.66% | 37 |
|
|
2023
Q1 | $6.84M | Sell |
14,476
-1,497
| -9% | -$722K | 0.72% | 25 |
|
|
2022
Q4 | $8.47M | Sell |
15,973
-1,458
| -8% | -$772K | 0.9% | 22 |
|
|
2022
Q3 | $8.8M | Buy |
17,431
+863
| +5% | +$454K | 1.05% | 17 |
|
|
2022
Q2 | $8.51M | Sell |
16,568
-167
| -1% | -$83.9K | 0.95% | 21 |
|
|
2022
Q1 | $8.54M | Sell |
16,735
-912
| -5% | -$440K | 0.82% | 23 |
|
|
2021
Q4 | $8.86M | Buy |
17,647
+4,382
| +33% | +$1.98M | 0.88% | 16 |
|
|
2021
Q3 | $5.18M | Buy |
13,265
+3,477
| +36% | +$1.44M | 0.59% | 38 |
|
|
2021
Q2 | $3.64M | Hold |
9,788
| – | – | 0.53% | 42 |
|
|
2021
Q1 | $3.64M | Sell |
9,788
-898
| -8% | -$311K | 0.65% | 39 |
|
|
2020
Q4 | $3.75M | Buy |
10,686
+563
| +6% | +$189K | 0.74% | 32 |
|
|
2020
Q3 | $3.16M | Buy |
10,123
+295
| +3% | +$90.6K | 0.78% | 32 |
|
|
2020
Q2 | $2.9M | Sell |
9,828
-391
| -4% | -$112K | 0.89% | 25 |
|
|
2020
Q1 | $2.55M | Sell |
10,219
-341
| -3% | -$93.8K | 0.91% | 26 |
|
|
2019
Q4 | $3.1M | Buy |
10,560
+211
| +2% | +$55.2K | 0.86% | 29 |
|
|
2019
Q3 | $2.25M | Buy |
10,349
+544
| +6% | +$131K | 0.72% | 38 |
|
|
2019
Q2 | $2.39M | Buy |
9,805
+1,755
| +22% | +$422K | 0.71% | 40 |
|
|
2019
Q1 | $1.99M | Sell |
8,050
-1,422
| -15% | -$363K | 0.6% | 50 |
|
|
2018
Q4 | $2.36M | Sell |
9,472
-829
| -8% | -$219K | 0.72% | 38 |
|
|
2018
Q3 | $2.74M | Buy |
10,301
+335
| +3% | +$87.1K | 0.6% | 45 |
|
|
2018
Q2 | $2.44M | Buy |
9,966
+16
| +0.2% | +$3.84K | 0.59% | 47 |
|
|
2018
Q1 | $2.13M | Buy |
9,950
+145
| +1% | +$33.1K | 0.42% | 61 |
|
|
2017
Q4 | $2.16M | Buy |
9,805
+1,194
| +14% | +$253K | 0.51% | 53 |
|
|
2017
Q3 | $1.69M | Sell |
8,611
-235
| -3% | -$45.4K | 0.41% | 64 |
|
|
2017
Q2 | $1.64M | Buy |
8,846
+967
| +12% | +$170K | 0.35% | 74 |
|
|
2017
Q1 | $1.29M | Sell |
7,879
-1,670
| -17% | -$274K | 0.3% | 84 |
|
|
2016
Q4 | $1.53M | Buy |
9,549
+536
| +6% | +$80.1K | 0.33% | 75 |
|
|
2016
Q3 | $1.26M | Sell |
9,013
-311
| -3% | -$43.6K | 0.3% | 87 |
|
|
2016
Q2 | $1.32M | Sell |
9,324
-1,280
| -12% | -$171K | 0.32% | 82 |
|
|
2016
Q1 | $1.37M | Sell |
10,604
-484
| -4% | -$57.3K | 0.34% | 75 |
|
|
2015
Q4 | $1.3M | Buy |
11,088
+811
| +8% | +$94.8K | 0.31% | 81 |
|
|
2015
Q3 | $1.19M | Sell |
10,277
-198
| -2% | -$23.7K | 0.31% | 81 |
|
|
2015
Q2 | $1.28M | Buy |
10,475
+20
| +0.2% | +$2.37K | 0.33% | 78 |
|
|
2015
Q1 | $1.24M | Sell |
10,455
-100
| -0.9% | -$11.1K | 0.32% | 80 |
|
|
2014
Q4 | $1.07M | Buy |
10,555
+1,648
| +19% | +$156K | 0.28% | 92 |
|
|
2014
Q3 | $768K | Sell |
8,907
-175
| -2% | -$14.8K | 0.23% | 107 |
|
|
2014
Q2 | $742K | Sell |
9,082
-415
| -4% | -$32.7K | 0.22% | 110 |
|
|
2014
Q1 | $779K | Sell |
9,497
-28
| -0.3% | -$2.11K | 0.25% | 98 |
|
|
2013
Q4 | $717K | Buy |
9,525
+225
| +2% | +$16.2K | 0.24% | 103 |
|
|
2013
Q3 | $666 | Sell |
9,300
-368
| -4% | -$26.3K | 0.21% | 102 |
|
|
2013
Q2 | $633K | Buy |
+9,668
| New | +$602K | 0.22% | 105 |
|
Other funds holding UNH
VCM
VPM
Essex Financial Services's UNH Position: Q1 2026 in Review
Essex Financial Services reduced its UnitedHealth (UNH) stake by 5.9% in Q1 2026, selling an estimated $141K and leaving 7,643 shares worth $2.07M. The position accounts for 0.12% of the portfolio, ranked #170.
Essex Financial Services first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.86M in Q4 2021. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Essex Financial Services held 7,643 shares of UnitedHealth worth $2.07M as of Q1 2026.
- Essex Financial Services sold 475 UnitedHealth shares in Q1 2026, an estimated $141K.
- UnitedHealth made up 0.12% of Essex Financial Services's portfolio in Q1 2026, its #170 holding.
- Essex Financial Services first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Essex Financial Services's UnitedHealth position peaked at $8.86M in Q4 2021.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.