Evelyn Partners Investment Management (Europe)’s UnitedHealth UNH Stock Holding History

Evelyn Partners Investment Management (Europe)’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	$314K	Sell	1,161 -2,225	-66%	-$663K	0.11%	75
2025 Q4	$1.12M	Buy	3,386 +1	+0%	+$339	0.36%	46
2025 Q3	$1.17M	Sell	3,385 -637	-16%	-$193K	0.41%	40
2025 Q2	$1.25M	Sell	4,022 -357	-8%	-$136K	0.45%	41
2025 Q1	$2.29M	Buy	4,379 +935	+27%	+$478K	0.86%	29
2024 Q4	$1.74M	Buy	+3,444	New	+$1.96M	0.63%	34

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Investment Management (Europe)'s UNH Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) reduced its UnitedHealth (UNH) stake by 66% in Q1 2026, selling an estimated $663K and leaving 1,161 shares worth $314K. The position accounts for 0.11% of the portfolio, ranked #75.

Evelyn Partners Investment Management (Europe) first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.29M in Q1 2025. 3,034 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Evelyn Partners Investment Management (Europe) held 1,161 shares of UnitedHealth worth $314K as of Q1 2026.
Evelyn Partners Investment Management (Europe) sold 2,225 UnitedHealth shares in Q1 2026, an estimated $663K.
UnitedHealth made up 0.11% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #75 holding.
Evelyn Partners Investment Management (Europe) first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management (Europe)'s UnitedHealth position peaked at $2.29M in Q1 2025.
3,034 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.