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Everest Management Corp’s UnitedHealth UNH Stock Holding History

Everest Management Corp’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
Q2 		$314K Buy
+754
New +$279K 0.12% 69
2025
Q4 		– Sell
-598
Closed -$206K – 69
2025
Q3 		$206K Buy
+598
New +$181K 0.13% 66
2025
Q2 		– Sell
-383
Closed -$201K – 68
2025
Q1 		$201K Buy
+383
New +$196K 0.18% 51

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Everest Management Corp's UNH Position: Q2 2026 in Review

Everest Management Corp opened a new position in UnitedHealth (UNH) in Q2 2026: 754 shares worth $314K. The stake represents 0.12% of the portfolio and ranks #69 among its holdings. This is a return to the name: Everest Management Corp previously reported a position in UNH as recently as Q3 2025.

Everest Management Corp first reported a position in UNH in Q1 2025 and has held it in 3 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Everest Management Corp held 754 shares of UnitedHealth worth $314K as of Q2 2026.
  • UnitedHealth was a new Everest Management Corp position in Q2 2026.
  • UnitedHealth made up 0.12% of Everest Management Corp's portfolio in Q2 2026, its #69 holding.
  • Everest Management Corp first reported a position in UnitedHealth in Q1 2025 and has held it in 3 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Everest Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.