Evergreen Capital 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
Q2 | $8.74M | Buy |
21,037
+942
| +5% | +$349K | 0.15% | 138 |
|
|
2026
Q1 | $5.44M | Buy |
20,095
+1,942
| +11% | +$578K | 0.12% | 187 |
|
|
2025
Q4 | $5.99M | Sell |
18,153
-1,714
| -9% | -$581K | 0.13% | 161 |
|
|
2025
Q3 | $6.86M | Buy |
19,867
+2,729
| +16% | +$825K | 0.16% | 147 |
|
|
2025
Q2 | $5.35M | Sell |
17,138
-729
| -4% | -$279K | 0.16% | 155 |
|
|
2025
Q1 | $9.36M | Buy |
17,867
+222
| +1% | +$113K | 0.31% | 89 |
|
|
2024
Q4 | $8.93M | Sell |
17,645
-425
| -2% | -$241K | 0.29% | 93 |
|
|
2024
Q3 | $10.6M | Buy |
18,070
+426
| +2% | +$241K | 0.35% | 74 |
|
|
2024
Q2 | $8.99M | Buy |
17,644
+1,259
| +8% | +$617K | 0.33% | 87 |
|
|
2024
Q1 | $8.11M | Sell |
16,385
-1,196
| -7% | -$608K | 0.31% | 90 |
|
|
2023
Q4 | $9.26M | Buy |
17,581
+795
| +5% | +$424K | 0.38% | 79 |
|
|
2023
Q3 | $8.46M | Buy |
16,786
+519
| +3% | +$255K | 0.37% | 79 |
|
|
2023
Q2 | $7.82M | Buy |
16,267
+274
| +2% | +$134K | 0.33% | 91 |
|
|
2023
Q1 | $7.56M | Sell |
15,993
-1,735
| -10% | -$837K | 0.34% | 87 |
|
|
2022
Q4 | $9.4M | Buy |
17,728
+1,323
| +8% | +$701K | 0.44% | 66 |
|
|
2022
Q3 | $8.29M | Buy |
16,405
+991
| +6% | +$521K | 0.43% | 63 |
|
|
2022
Q2 | $7.92M | Sell |
15,414
-1,543
| -9% | -$775K | 0.41% | 75 |
|
|
2022
Q1 | $8.65M | Buy |
16,957
+124
| +0.7% | +$59.8K | 0.35% | 87 |
|
|
2021
Q4 | $8.45M | Buy |
16,833
+219
| +1% | +$99.1K | 0.34% | 83 |
|
|
2021
Q3 | $6.49M | Buy |
16,614
+1,232
| +8% | +$510K | 0.29% | 87 |
|
|
2021
Q2 | $6.16M | Buy |
15,382
+50
| +0.3% | +$19.9K | 0.29% | 90 |
|
|
2021
Q1 | $5.71M | Buy |
15,332
+484
| +3% | +$168K | 0.29% | 94 |
|
|
2020
Q4 | $5.21M | Sell |
14,848
-647
| -4% | -$217K | 0.3% | 89 |
|
|
2020
Q3 | $4.83M | Buy |
15,495
+326
| +2% | +$100K | 0.33% | 83 |
|
|
2020
Q2 | $4.47M | Buy |
15,169
+881
| +6% | +$252K | 0.34% | 78 |
|
|
2020
Q1 | $3.56M | Sell |
14,288
-2,692
| -16% | -$741K | 0.33% | 77 |
|
|
2019
Q4 | $4.99M | Buy |
16,980
+86
| +0.5% | +$22.5K | 0.42% | 59 |
|
|
2019
Q3 | $3.67M | Sell |
16,894
-53
| -0.3% | -$12.8K | 0.34% | 72 |
|
|
2019
Q2 | $4.13M | Buy |
16,947
+245
| +1% | +$58.9K | 0.39% | 64 |
|
|
2019
Q1 | $4.13M | Buy |
16,702
+69
| +0.4% | +$17.6K | 0.41% | 62 |
|
|
2018
Q4 | $4.14M | Sell |
16,633
-90
| -0.5% | -$23.8K | 0.43% | 59 |
|
|
2018
Q3 | $4.45M | Buy |
16,723
+60
| +0.4% | +$15.6K | 0.39% | 62 |
|
|
2018
Q2 | $4.09M | Buy |
16,663
+4,563
| +38% | +$1.1M | 0.38% | 60 |
|
|
2018
Q1 | $2.59M | Buy |
12,100
+4,382
| +57% | +$1M | 0.25% | 98 |
|
|
2017
Q4 | $1.7M | Sell |
7,718
-3,779
| -33% | -$801K | 0.17% | 111 |
|
|
2017
Q3 | $2.25M | Buy |
+11,497
| New | +$2.22M | 0.26% | 90 |
|
Other funds holding UNH
VAM
Evergreen Capital Management's UNH Position: Q2 2026 in Review
Evergreen Capital Management increased its UnitedHealth (UNH) stake by 4.7% in Q2 2026, buying an estimated $349K and bringing the position to 21,037 shares worth $8.74M. The position accounts for 0.15% of the portfolio, ranked #138.
Evergreen Capital Management first reported a position in UNH in Q3 2017 and has held it in 36 quarters since. The position peaked at $10.6M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Evergreen Capital Management held 21,037 shares of UnitedHealth worth $8.74M as of Q2 2026.
- Evergreen Capital Management bought 942 UnitedHealth shares in Q2 2026, an estimated $349K.
- UnitedHealth made up 0.15% of Evergreen Capital Management's portfolio in Q2 2026, its #138 holding.
- Evergreen Capital Management first reported a position in UnitedHealth in Q3 2017 and has held it in 36 quarters since.
- Evergreen Capital Management's UnitedHealth position peaked at $10.6M in Q3 2024.
- 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.