Evanson Asset Management’s UnitedHealth UNH Stock Holding History

Evanson Asset Management’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	$377K	Sell	1,392 -517	-27%	-$154K	0.02%	225
2025 Q4	$630K	Buy	1,909 +1,018	+114%	+$345K	0.03%	177
2025 Q3	$308K	Sell	891 -174	-16%	-$52.6K	0.02%	252
2025 Q2	$332K	Buy	1,065 +268	+34%	+$102K	0.02%	243
2025 Q1	$417K	Buy	797 +149	+23%	+$76.2K	0.03%	200
2024 Q4	$328K	Hold	648	–	–	0.02%	223
2024 Q3	$379K	Hold	648	–	–	0.03%	209
2024 Q2	$330K	Hold	648	–	–	0.02%	219
2024 Q1	$321K	Hold	648	–	–	0.02%	233
2023 Q4	$341K	Hold	648	–	–	0.03%	217
2023 Q3	$327K	Hold	648	–	–	0.03%	209
2023 Q2	$312K	Hold	648	–	–	0.03%	219
2023 Q1	$306K	Hold	648	–	–	0.03%	211
2022 Q4	$344K	Sell	648 -310	-32%	-$164K	0.04%	191
2022 Q3	$484K	Sell	958 -112	-10%	-$58.9K	0.06%	150
2022 Q2	$550K	Buy	1,070 +297	+38%	+$149K	0.06%	146
2022 Q1	$394K	Hold	773	–	–	0.04%	199
2021 Q4	$388K	Buy	773 +1	+0.1%	+$453	0.03%	205
2021 Q3	$307K	Hold	772	–	–	0.03%	224
2021 Q2	$309K	Hold	772	–	–	0.03%	218
2021 Q1	$287K	Sell	772 -11	-1%	-$3.81K	0.04%	227
2020 Q4	$275K	Buy	+783	New	+$262K	0.04%	219
2016 Q3	–	Sell	-1,421	Closed	-$201K	–	206
2016 Q2	$201K	Buy	+1,421	New	+$189K	0.06%	185

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Evanson Asset Management's UNH Position: Q1 2026 in Review

Evanson Asset Management reduced its UnitedHealth (UNH) stake by 27% in Q1 2026, selling an estimated $154K and leaving 1,392 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #225.

Evanson Asset Management first reported a position in UNH in Q2 2016 and has held it in 23 quarters since. The position peaked at $630K in Q4 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Evanson Asset Management held 1,392 shares of UnitedHealth worth $377K as of Q1 2026.
Evanson Asset Management sold 517 UnitedHealth shares in Q1 2026, an estimated $154K.
UnitedHealth made up 0.02% of Evanson Asset Management's portfolio in Q1 2026, its #225 holding.
Evanson Asset Management first reported a position in UnitedHealth in Q2 2016 and has held it in 23 quarters since.
Evanson Asset Management's UnitedHealth position peaked at $630K in Q4 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.