Evelyn Partners Asset Management’s UnitedHealth UNH Stock Holding History

Evelyn Partners 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	$64.1K	Hold	237	–	–	0.02%	157
2025 Q4	$78.2K	Buy	237 +27	+13%	+$9.15K	0.02%	137
2025 Q3	$72.5K	Buy	210 +54	+35%	+$16.3K	0.02%	135
2025 Q2	$48.7K	Sell	156 -3,331	-96%	-$1.27M	0.01%	133
2025 Q1	$1.83M	Sell	3,487 -1,235	-26%	-$631K	0.51%	48
2024 Q4	$2.39M	Buy	+4,722	New	+$2.68M	0.64%	43

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

Evelyn Partners Asset Management's UNH Position: Q1 2026 in Review

Evelyn Partners Asset Management held its UnitedHealth (UNH) position steady in Q1 2026 at 237 shares worth $64.1K. The position accounts for 0.02% of the portfolio, ranked #157.

Evelyn Partners Asset Management first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.39M in Q4 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Evelyn Partners Asset Management held 237 shares of UnitedHealth worth $64.1K as of Q1 2026.
Evelyn Partners Asset Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.02% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #157 holding.
Evelyn Partners Asset Management first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's UnitedHealth position peaked at $2.39M in Q4 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.