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Evanson Financial’s UnitedHealth UNH Stock Holding History

Evanson Financial’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 		$371K Buy
+893
New +$331K 0.02% 236

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

Evanson Financial's UNH Position: Q2 2026 in Review

Evanson Financial opened a new position in UnitedHealth (UNH) in Q2 2026: 893 shares worth $371K. The stake represents 0.02% of the portfolio and ranks #236 among its holdings.

3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Evanson Financial held 893 shares of UnitedHealth worth $371K as of Q2 2026.
  • UnitedHealth was a new Evanson Financial position in Q2 2026.
  • UnitedHealth made up 0.02% of Evanson Financial's portfolio in Q2 2026, its #236 holding.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.