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Grove Bank & Trust’s UnitedHealth UNH Stock Holding History

Grove Bank & Trust’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 		$1.65M Buy
3,971
+354
+10% +$131K 0.16% 87
2026
Q1 		$979K Sell
3,617
-106
-3% -$31.6K 0.11% 114
2025
Q4 		$1.23M Buy
3,723
+438
+13% +$148K 0.14% 96
2025
Q3 		$1.13M Sell
3,285
-152
-4% -$46K 0.13% 103
2025
Q2 		$1.07M Sell
3,437
-2,775
-45% -$1.06M 0.13% 102
2025
Q1 		$3.25M Buy
6,212
+122
+2% +$62.4K 0.43% 50
2024
Q4 		$3.08M Sell
6,090
-1,039
-15% -$590K 0.43% 51
2024
Q3 		$4.17M Buy
7,129
+195
+3% +$110K 0.62% 37
2024
Q2 		$3.53M Buy
6,934
+153
+2% +$75K 0.57% 36
2024
Q1 		$3.35M Buy
6,781
+158
+2% +$80.3K 0.57% 41
2023
Q4 		$3.49M Buy
6,623
+64
+1% +$34.1K 0.64% 35
2023
Q3 		$3.31M Buy
6,559
+677
+12% +$333K 0.67% 31
2023
Q2 		$2.83M Buy
5,882
+182
+3% +$89K 0.57% 36
2023
Q1 		$2.69M Buy
5,700
+158
+3% +$76.2K 0.57% 32
2022
Q4 		$2.94M Sell
5,542
-2,392
-30% -$1.27M 0.65% 30
2022
Q3 		$4.01M Buy
7,934
+81
+1% +$42.6K 0.99% 20
2022
Q2 		$4.03M Sell
7,853
-540
-6% -$271K 0.97% 24
2022
Q1 		$4.28M Buy
8,393
+359
+4% +$173K 0.84% 26
2021
Q4 		$4.03M Buy
8,034
+169
+2% +$76.5K 0.77% 30
2021
Q3 		$3.07M Buy
7,865
+156
+2% +$64.6K 0.65% 35
2021
Q2 		$3.09M Sell
7,709
-82
-1% -$32.7K 0.67% 34
2021
Q1 		$2.9M Sell
7,791
-30
-0.4% -$10.4K 0.68% 34
2020
Q4 		$2.74M Buy
7,821
+700
+10% +$235K 0.71% 33
2020
Q3 		$2.22M Buy
7,121
+1,329
+23% +$408K 0.68% 34
2020
Q2 		$1.71M Sell
5,792
-17
-0.3% -$4.87K 0.56% 46
2020
Q1 		$1.45M Sell
5,809
-598
-9% -$165K 0.57% 46
2019
Q4 		$1.88M Sell
6,407
-28
-0.4% -$7.33K 0.57% 43
2019
Q3 		$1.4M Buy
6,435
+444
+7% +$107K 0.45% 54
2019
Q2 		$1.46M Buy
5,991
+4
+0.1% +$962 0.53% 45
2019
Q1 		$1.48M Buy
5,987
+342
+6% +$87.2K 0.57% 40
2018
Q4 		$1.41M Buy
5,645
+419
+8% +$111K 0.66% 37
2018
Q3 		$1.39M Sell
5,226
-15
-0.3% -$3.9K 0.57% 44
2018
Q2 		$1.29M Sell
5,241
-269
-5% -$64.6K 0.55% 46
2018
Q1 		$1.18M Sell
5,510
-168
-3% -$38.4K 0.52% 49
2017
Q4 		$1.25M Buy
5,678
+552
+11% +$117K 0.55% 44
2017
Q3 		$1M Buy
5,126
+209
+4% +$40.4K 0.49% 52
2017
Q2 		$912K Buy
4,917
+2,106
+75% +$369K 0.58% 43
2017
Q1 		$461K Buy
2,811
+851
+43% +$139K 0.38% 56
2016
Q4 		$314K Buy
1,960
+1,224
+166% +$183K 0.24% 76
2016
Q3 		$103K Buy
736
+120
+19% +$16.8K 0.09% 122
2016
Q2 		$87K Buy
616
+24
+4% +$3.2K 0.08% 126
2016
Q1 		$76K Buy
592
+185
+45% +$21.9K 0.07% 132
2015
Q4 		$48K Buy
+407
New +$47.6K 0.04% 182

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

Grove Bank & Trust's UNH Position: Q2 2026 in Review

Grove Bank & Trust increased its UnitedHealth (UNH) stake by 9.8% in Q2 2026, buying an estimated $131K and bringing the position to 3,971 shares worth $1.65M. The position accounts for 0.16% of the portfolio, ranked #87.

Grove Bank & Trust first reported a position in UNH in Q4 2015 and has held it in 43 quarters since. The position peaked at $4.28M in Q1 2022. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Grove Bank & Trust held 3,971 shares of UnitedHealth worth $1.65M as of Q2 2026.
  • Grove Bank & Trust bought 354 UnitedHealth shares in Q2 2026, an estimated $131K.
  • UnitedHealth made up 0.16% of Grove Bank & Trust's portfolio in Q2 2026, its #87 holding.
  • Grove Bank & Trust first reported a position in UnitedHealth in Q4 2015 and has held it in 43 quarters since.
  • Grove Bank & Trust's UnitedHealth position peaked at $4.28M in Q1 2022.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.