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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$44.5M Sell
96,021
-190,060
-66% -$88.1M 1.84% 15
2025
Q1 		$80.4M Buy
+286,081
New +$80.4M 3.66% 7