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Evelyn Partners Investment Management Services’s UnitedHealth UNH Stock Holding History

Evelyn Partners Investment Management Services’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 		$1.78M Buy
6,587
+136
+2% +$40.5K 0.21% 74
2025
Q4 		$2.13M Buy
6,451
+1,035
+19% +$351K 0.27% 64
2025
Q3 		$1.87M Sell
5,416
-106
-2% -$32.1K 0.25% 63
2025
Q2 		$1.72M Sell
5,522
-10,663
-66% -$4.08M 0.26% 60
2025
Q1 		$8.48M Buy
16,185
+2,126
+15% +$1.09M 1.39% 25
2024
Q4 		$7.11M Buy
+14,059
New +$7.99M 1.24% 28

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

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

Evelyn Partners Investment Management Services increased its UnitedHealth (UNH) stake by 2.1% in Q1 2026, buying an estimated $40.5K and bringing the position to 6,587 shares worth $1.78M. The position accounts for 0.21% of the portfolio, ranked #74.

Evelyn Partners Investment Management Services first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.48M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Evelyn Partners Investment Management Services held 6,587 shares of UnitedHealth worth $1.78M as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 136 UnitedHealth shares in Q1 2026, an estimated $40.5K.
  • UnitedHealth made up 0.21% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #74 holding.
  • Evelyn Partners Investment Management Services first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's UnitedHealth position peaked at $8.48M in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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