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EP Wealth Advisors’s UnitedHealth UNH Stock Holding History

EP Wealth Advisors’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 		$10.3M Buy
24,815
+2,156
+10% +$799K 0.04% 267
2026
Q1 		$6.13M Sell
22,659
-14,060
-38% -$4.19M 0.03% 276
2025
Q4 		$12.1M Buy
+36,719
New +$12.4M 0.06% 177
2025
Q2 		$25.2M Sell
80,846
-2,295
-3% -$877K 0.17% 103
2025
Q1 		$43.5M Sell
83,141
-403
-0.5% -$206K 0.35% 62
2024
Q4 		$42.3M Sell
83,544
-3,106
-4% -$1.76M 0.34% 61
2024
Q3 		$50.7M Buy
86,650
+2,999
+4% +$1.7M 0.44% 55
2024
Q2 		$42.6M Buy
83,651
+4,113
+5% +$2.02M 0.45% 56
2024
Q1 		$39.3M Buy
79,538
+35,198
+79% +$17.9M 0.46% 57
2023
Q4 		$23.3M Buy
44,340
+531
+1% +$283K 0.3% 74
2023
Q3 		$22.1M Buy
43,809
+35,865
+451% +$17.7M 0.34% 71
2023
Q2 		$23M Buy
7,944
+6,991
+734% +$3.42M 0.33% 66
2023
Q1 		$520K Sell
953
-46,443
-98% -$22.4M 0.01% 398
2022
Q4 		$25.1M Buy
47,396
+2,986
+7% +$1.58M 0.45% 57
2022
Q3 		$22.4M Buy
44,410
+14,599
+49% +$7.68M 0.51% 52
2022
Q2 		$15.3M Buy
29,811
+2,102
+8% +$1.06M 0.34% 63
2022
Q1 		$14.1M Sell
27,709
-236
-0.8% -$114K 0.31% 66
2021
Q4 		$14M Sell
27,945
-1,716
-6% -$777K 0.33% 59
2021
Q3 		$11.6M Sell
29,661
-1,911
-6% -$792K 0.32% 58
2021
Q2 		$12.6M Sell
31,572
-2,243
-7% -$894K 0.35% 58
2021
Q1 		$12.6M Buy
33,815
+31,357
+1,276% +$10.9M 0.4% 55
2020
Q4 		$862K Buy
2,458
+250
+11% +$83.8K 0.03% 207
2020
Q3 		$688K Sell
2,208
-1,423
-39% -$437K 0.03% 197
2020
Q2 		$1.07M Buy
3,631
+1,136
+46% +$326K 0.05% 169
2020
Q1 		$622K Buy
2,495
+1,545
+163% +$425K 0.03% 230
2019
Q4 		$279K Buy
+950
New +$249K 0.01% 341
2019
Q3 		– Sell
-1,401
Closed -$342K – 370
2019
Q2 		$342K Sell
1,401
-14
-1% -$3.37K 0.02% 222
2019
Q1 		$350K Buy
+1,415
New +$361K 0.03% 190

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EP Wealth Advisors's UNH Position: Q2 2026 in Review

EP Wealth Advisors increased its UnitedHealth (UNH) stake by 9.5% in Q2 2026, buying an estimated $799K and bringing the position to 24,815 shares worth $10.3M. The position accounts for 0.04% of the portfolio, ranked #267.

EP Wealth Advisors first reported a position in UNH in Q1 2019 and has held it in 28 quarters since. The position peaked at $50.7M in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • EP Wealth Advisors held 24,815 shares of UnitedHealth worth $10.3M as of Q2 2026.
  • EP Wealth Advisors bought 2,156 UnitedHealth shares in Q2 2026, an estimated $799K.
  • UnitedHealth made up 0.04% of EP Wealth Advisors's portfolio in Q2 2026, its #267 holding.
  • EP Wealth Advisors first reported a position in UnitedHealth in Q1 2019 and has held it in 28 quarters since.
  • EP Wealth Advisors's UnitedHealth position peaked at $50.7M in Q3 2024.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.