Evercore Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.9M | Sell |
84,660
-23,350
| -22% | -$6.95M | 0.36% | 50 |
|
|
2025
Q4 | $35.7M | Sell |
108,010
-37,525
| -26% | -$12.7M | 0.52% | 43 |
|
|
2025
Q3 | $50.3M | Sell |
145,535
-164,282
| -53% | -$49.7M | 0.74% | 35 |
|
|
2025
Q2 | $96.7M | Sell |
309,817
-22,906
| -7% | -$8.75M | 1.5% | 23 |
|
|
2025
Q1 | $174M | Sell |
332,723
-11,927
| -3% | -$6.1M | 2.8% | 8 |
|
|
2024
Q4 | $174M | Sell |
344,650
-3,027
| -0.9% | -$1.72M | 2.61% | 10 |
|
|
2024
Q3 | $203M | Sell |
347,677
-4,431
| -1% | -$2.51M | 3.05% | 7 |
|
|
2024
Q2 | $179M | Buy |
352,108
+9,843
| +3% | +$4.82M | 2.82% | 8 |
|
|
2024
Q1 | $169M | Buy |
342,265
+2,725
| +0.8% | +$1.39M | 2.65% | 11 |
|
|
2023
Q4 | $179M | Sell |
339,540
-237
| -0.1% | -$126K | 3% | 6 |
|
|
2023
Q3 | $171M | Sell |
339,777
-3,533
| -1% | -$1.74M | 3.21% | 4 |
|
|
2023
Q2 | $165M | Buy |
343,310
+421
| +0.1% | +$206K | 3.03% | 4 |
|
|
2023
Q1 | $162M | Sell |
342,889
-7,043
| -2% | -$3.4M | 3.23% | 5 |
|
|
2022
Q4 | $186M | Sell |
349,932
-2,443
| -0.7% | -$1.29M | 3.89% | 3 |
|
|
2022
Q3 | $178M | Sell |
352,375
-3,189
| -0.9% | -$1.68M | 4.01% | 3 |
|
|
2022
Q2 | $183M | Sell |
355,564
-23,136
| -6% | -$11.6M | 3.85% | 3 |
|
|
2022
Q1 | $193M | Sell |
378,700
-1,743
| -0.5% | -$841K | 3.42% | 6 |
|
|
2021
Q4 | $191M | Sell |
380,443
-3,461
| -0.9% | -$1.57M | 3.11% | 7 |
|
|
2021
Q3 | $150M | Sell |
383,904
-6,022
| -2% | -$2.49M | 2.72% | 8 |
|
|
2021
Q2 | $156M | Sell |
389,926
-1,600
| -0.4% | -$638K | 2.86% | 7 |
|
|
2021
Q1 | $146M | Buy |
391,526
+4,832
| +1% | +$1.67M | 2.89% | 7 |
|
|
2020
Q4 | $136M | Sell |
386,694
-369
| -0.1% | -$124K | 2.92% | 6 |
|
|
2020
Q3 | $121M | Buy |
387,063
+2,569
| +0.7% | +$789K | 2.95% | 7 |
|
|
2020
Q2 | $113M | Sell |
384,494
-2,642
| -0.7% | -$757K | 3.03% | 7 |
|
|
2020
Q1 | $96.5M | Buy |
387,136
+8,524
| +2% | +$2.35M | 3.18% | 6 |
|
|
2019
Q4 | $111M | Buy |
378,612
+226
| +0.1% | +$59.1K | 3% | 6 |
|
|
2019
Q3 | $82.2M | Buy |
378,386
+8,099
| +2% | +$1.95M | 2.41% | 9 |
|
|
2019
Q2 | $90.4M | Buy |
370,287
+6,114
| +2% | +$1.47M | 2.74% | 7 |
|
|
2019
Q1 | $90M | Buy |
364,173
+2,087
| +0.6% | +$532K | 2.9% | 6 |
|
|
2018
Q4 | $90.2M | Buy |
362,086
+517
| +0.1% | +$137K | 3.41% | 3 |
|
|
2018
Q3 | $96.2M | Sell |
361,569
-1,512
| -0.4% | -$393K | 3.08% | 5 |
|
|
2018
Q2 | $89.1M | Buy |
363,081
+12,533
| +4% | +$3.01M | 3.04% | 5 |
|
|
2018
Q1 | $75M | Sell |
350,548
-16,974
| -5% | -$3.88M | 2.87% | 5 |
|
|
2017
Q4 | $81M | Sell |
367,522
-10,075
| -3% | -$2.14M | 3.01% | 4 |
|
|
2017
Q3 | $74M | Sell |
377,597
-9,372
| -2% | -$1.81M | 2.88% | 3 |
|
|
2017
Q2 | $71.8M | Sell |
386,969
-10,410
| -3% | -$1.83M | 2.77% | 2 |
|
|
2017
Q1 | $65.2M | Sell |
397,379
-66,028
| -14% | -$10.8M | 2.55% | 4 |
|
|
2016
Q4 | $74.2M | Sell |
463,407
-14,894
| -3% | -$2.22M | 3.07% | 1 |
|
|
2016
Q3 | $67M | Sell |
478,301
-320
| -0.1% | -$44.8K | 2.77% | 2 |
|
|
2016
Q2 | $67.6M | Sell |
478,621
-5,865
| -1% | -$782K | 2.98% | 1 |
|
|
2016
Q1 | $62.5M | Buy |
484,486
+43,780
| +10% | +$5.18M | 2.76% | 3 |
|
|
2015
Q4 | $51.8M | Buy |
440,706
+14,526
| +3% | +$1.7M | 2.41% | 4 |
|
|
2015
Q3 | $49.4M | Buy |
426,180
+16,766
| +4% | +$2.01M | 2.36% | 4 |
|
|
2015
Q2 | $49.9M | Sell |
409,414
-3,038
| -0.7% | -$359K | 2.25% | 3 |
|
|
2015
Q1 | $48.8M | Sell |
412,452
-9,208
| -2% | -$1.02M | 2.24% | 2 |
|
|
2014
Q4 | $42.6M | Buy |
421,660
+10,929
| +3% | +$1.04M | 2.12% | 4 |
|
|
2014
Q3 | $35.5M | Buy |
410,731
+9,518
| +2% | +$804K | 1.78% | 7 |
|
|
2014
Q2 | $32.8M | Buy |
401,213
+18,432
| +5% | +$1.45M | 1.69% | 8 |
|
|
2014
Q1 | $31.4M | Buy |
382,781
+9,023
| +2% | +$679K | 1.76% | 6 |
|
|
2013
Q4 | $28.1M | Buy |
373,758
+46,403
| +14% | +$3.33M | 1.55% | 10 |
|
|
2013
Q3 | $23.4M | Sell |
327,355
-33,719
| -9% | -$2.41M | 1.34% | 15 |
|
|
2013
Q2 | $23.6M | Buy |
+361,074
| New | +$22.5M | 1.34% | 15 |
|
Other funds holding UNH
VCM
VPM
Evercore Wealth Management's UNH Position: Q1 2026 in Review
Evercore Wealth Management reduced its UnitedHealth (UNH) stake by 22% in Q1 2026, selling an estimated $6.95M and leaving 84,660 shares worth $22.9M. The position accounts for 0.36% of the portfolio, ranked #50.
Evercore Wealth Management first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $203M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Evercore Wealth Management held 84,660 shares of UnitedHealth worth $22.9M as of Q1 2026.
- Evercore Wealth Management sold 23,350 UnitedHealth shares in Q1 2026, an estimated $6.95M.
- UnitedHealth made up 0.36% of Evercore Wealth Management's portfolio in Q1 2026, its #50 holding.
- Evercore Wealth Management first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Evercore Wealth Management's UnitedHealth position peaked at $203M in Q3 2024.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.