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Essex Savings Bank’s UnitedHealth UNH Stock Holding History

Essex Savings Bank’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
Q2 		$966K Buy
2,325
+30
+1% +$11.1K 0.21% 98
2026
Q1 		$621K Sell
2,295
-101
-4% -$30.1K 0.14% 142
2025
Q4 		$791K Buy
2,396
+245
+11% +$83K 0.17% 113
2025
Q3 		$743K Buy
2,151
+76
+4% +$23K 0.17% 117
2025
Q2 		$647K Sell
2,075
-366
-15% -$140K 0.15% 128
2025
Q1 		$1.28M Sell
2,441
-121
-5% -$61.9K 0.31% 72
2024
Q4 		$1.3M Sell
2,562
-16
-0.6% -$9.09K 0.32% 72
2024
Q3 		$1.51M Sell
2,578
-8
-0.3% -$4.53K 0.38% 61
2024
Q2 		$1.32M Buy
2,586
+46
+2% +$22.5K 0.35% 67
2024
Q1 		$1.34M Hold
2,540
– – 0.39% 60
2023
Q4 		$1.34M Buy
2,540
+285
+13% +$152K 0.39% 60
2023
Q3 		$1.14M Sell
2,255
-47
-2% -$23.1K 0.38% 60
2023
Q2 		$1.11M Sell
2,302
-46
-2% -$22.5K 0.37% 61
2023
Q1 		$1.11M Sell
2,348
-26
-1% -$12.5K 0.39% 59
2022
Q4 		$1.26M Sell
2,374
-29
-1% -$15.4K 0.44% 55
2022
Q3 		$1.21M Sell
2,403
-42
-2% -$22.1K 0.48% 47
2022
Q2 		$1.26M Sell
2,445
-24
-1% -$12.1K 0.48% 49
2022
Q1 		$1.26M Buy
2,469
+47
+2% +$22.7K 0.42% 58
2021
Q4 		$1.22M Sell
2,422
-10
-0.4% -$4.53K 0.41% 61
2021
Q3 		$1.01M Sell
2,432
-5
-0.2% -$2.07K 0.37% 76
2021
Q2 		$1M Buy
2,437
+95
+4% +$37.9K 0.39% 69
2021
Q1 		$778K Buy
2,342
+167
+8% +$57.9K 0.34% 77
2020
Q4 		$763K Sell
2,175
-56
-3% -$18.8K 0.34% 77
2020
Q3 		$696K Buy
2,231
+12
+0.5% +$3.69K 0.34% 82
2020
Q2 		$655K Buy
2,219
+89
+4% +$25.5K 0.39% 70
2020
Q1 		$531K Sell
2,130
-383
-15% -$105K 0.38% 74
2019
Q4 		$738K Sell
2,513
-8
-0.3% -$2.09K 0.38% 70
2019
Q3 		$548K Sell
2,521
-1,130
-31% -$273K 0.29% 84
2019
Q2 		$816K Buy
3,651
+2,099
+135% +$505K 0.29% 77
2019
Q1 		$384K Hold
1,552
– – 0.22% 94
2018
Q4 		$387K Buy
+1,552
New +$410K 0.24% 84

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Essex Savings Bank's UNH Position: Q2 2026 in Review

Essex Savings Bank increased its UnitedHealth (UNH) stake by 1.3% in Q2 2026, buying an estimated $11.1K and bringing the position to 2,325 shares worth $966K. The position accounts for 0.21% of the portfolio, ranked #98.

Essex Savings Bank first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.51M in Q3 2024. 1,845 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Essex Savings Bank held 2,325 shares of UnitedHealth worth $966K as of Q2 2026.
  • Essex Savings Bank bought 30 UnitedHealth shares in Q2 2026, an estimated $11.1K.
  • UnitedHealth made up 0.21% of Essex Savings Bank's portfolio in Q2 2026, its #98 holding.
  • Essex Savings Bank first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • Essex Savings Bank's UnitedHealth position peaked at $1.51M in Q3 2024.
  • 1,845 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.