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Essex LLC’s UnitedHealth UNH Stock Holding History

Essex LLC’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 		– Sell
-877
Closed -$459K – 185
2025
Q1 		$459K Buy
+877
New +$448K 0.1% 107
2023
Q2 		– Sell
-520
Closed -$276K – 161
2023
Q1 		$276K Hold
520
– – 0.08% 128
2022
Q4 		$276K Buy
520
+66
+15% +$35K 0.08% 128
2022
Q3 		$229K Hold
454
– – 0.08% 134
2022
Q2 		$233K Sell
454
-168
-27% -$84.4K 0.07% 141
2022
Q1 		$317K Buy
622
+30
+5% +$14.5K 0.09% 133
2021
Q4 		$297K Hold
592
– – 0.08% 143
2021
Q3 		$231K Buy
+592
New +$245K 0.06% 154

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

Essex LLC's UNH Position: Q2 2025 in Review

Essex LLC sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 877 shares — an estimated $459K sold.

Essex LLC first reported a position in UNH in Q3 2021 and held it in 8 quarters. The position peaked at $459K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Essex LLC reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Essex LLC sold 877 UnitedHealth shares in Q2 2025, an estimated $459K.
  • Essex LLC first reported a position in UnitedHealth in Q3 2021 and held it in 8 quarters.
  • Essex LLC's UnitedHealth position peaked at $459K in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Essex LLC's 13F filing for Q2 2025, filed 28 Jul 2025.