Evelyn Partners Investment Management’s UnitedHealth UNH Stock Holding History

Evelyn Partners Investment 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	$25.8M	Sell	95,509 -71,430	-43%	-$21.3M	0.7%	36
2025 Q4	$55.1M	Buy	166,939 +1,147	+0.7%	+$389K	1.52%	17
2025 Q3	$57.2M	Sell	165,792 -15,268	-8%	-$4.62M	1.63%	16
2025 Q2	$56.5M	Sell	181,060 -9,336	-5%	-$3.57M	1.73%	16
2025 Q1	$99.7M	Buy	190,396 +9,727	+5%	+$4.97M	3.32%	8
2024 Q4	$91.4M	Buy	+180,669	New	+$103M	2.97%	9

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 Investment Management's UNH Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its UnitedHealth (UNH) stake by 43% in Q1 2026, selling an estimated $21.3M and leaving 95,509 shares worth $25.8M. The position accounts for 0.7% of the portfolio, ranked #36.

Evelyn Partners Investment Management first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $99.7M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Evelyn Partners Investment Management held 95,509 shares of UnitedHealth worth $25.8M as of Q1 2026.
Evelyn Partners Investment Management sold 71,430 UnitedHealth shares in Q1 2026, an estimated $21.3M.
UnitedHealth made up 0.7% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #36 holding.
Evelyn Partners Investment Management first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's UnitedHealth position peaked at $99.7M in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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