Essex Bank

Bank

Position in UNH — Unitedhealth Group Inc

CIK 1752212 Essex, CT

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$966,338

+$345,335 QoQ

Shares Held

2,325

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,839

of 3,340 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 4% None 0%

Healthcare · as of Jun 30, 2026

Essex Bank holds $3,243,821 across 3 Healthcare Plans names. UNH ranks #2 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	15,593	$1,613,095
2	UNH	Unitedhealth Group Inc This page	2,325	$966,338
3	CI	Cigna Group	2,410	$664,388

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$966,338	2,325	+1.3%	Shares	Sole	2026-07-23
2026-03-31	$621,003	2,295	-4.2%	Shares	Sole	2026-04-17
2025-12-31	$790,943	2,396	+11.4%	Shares	Sole	2026-02-02
2025-09-30	$742,739	2,151	+3.7%	Shares	Sole	2025-11-04
2025-06-30	$647,336	2,075	-15.0%	Shares	Sole	2025-07-11
2025-03-31	$1,278,473	2,441	-4.7%	Shares	Sole	2025-04-21
2024-12-31	$1,296,013	2,562	-0.6%	Shares	Sole	2025-01-14
2024-09-30	$1,507,304	2,578	-0.3%	Shares	Sole	2024-11-01
2024-06-30	$1,316,946	2,586	+1.8%	Shares	Sole	2024-07-23
2024-03-31	$1,256,537	2,540	0.0%	Shares	Sole	2024-04-22
2023-12-31	$1,337,233	2,540	+12.6%	Shares	Sole	2024-01-22
2023-09-30	$1,136,948	2,255	-2.0%	Shares	Sole	2023-10-12
2023-06-30	$1,106,432	2,302	-2.0%	Shares	Sole	2023-07-19
2023-03-31	$1,109,640	2,348	-1.1%	Shares	Sole	2023-04-24
2022-12-31	$1,258,647	2,374	-1.2%	Shares	Sole	2023-01-18
2022-09-30	$1,213,611	2,403	-1.7%	Shares	Sole	2022-10-19
2022-06-30	$1,255,824	2,445	-1.0%	Shares	Sole	2022-07-19
2022-03-31	$1,259,114	2,469	+1.9%	Shares	Sole	2022-05-03
2021-12-31	$1,216,182	2,422	-0.4%	Shares	Sole	2022-02-23
2021-09-30	$950,279	2,432	-0.2%	Shares	Sole	2021-10-20
2021-06-30	$975,871	2,437	+4.1%	Shares	Sole	2021-07-29
2021-03-31	$871,387	2,342	+7.7%	Shares	Sole	2021-04-22
2020-12-31	$762,728	2,175	-2.5%	Shares	Sole	2021-02-03
2020-09-30	$695,558	2,231	+0.5%	Shares	Sole	2020-10-26
2020-06-30	$654,493	2,219	+4.2%	Shares	Sole	2020-07-30
2020-03-31	$531,178	2,130	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.