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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EP Wealth Advisors's UNH Position: Q1 2026 in Review

EP Wealth Advisors reduced its UnitedHealth (UNH) stake by 38% in Q1 2026, selling an estimated $4.19M and leaving 22,659 shares worth $6.13M. The position accounts for 0.03% of the portfolio, ranked #276.

EP Wealth Advisors first reported a position in UNH in Q1 2019 and has held it in 27 quarters since. The position peaked at $50.7M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • EP Wealth Advisors held 22,659 shares of UnitedHealth worth $6.13M as of Q1 2026.
  • EP Wealth Advisors sold 14,060 UnitedHealth shares in Q1 2026, an estimated $4.19M.
  • UnitedHealth made up 0.03% of EP Wealth Advisors's portfolio in Q1 2026, its #276 holding.
  • EP Wealth Advisors first reported a position in UnitedHealth in Q1 2019 and has held it in 27 quarters since.
  • EP Wealth Advisors's UnitedHealth position peaked at $50.7M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.