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Evergreen Private Wealth’s UnitedHealth UNH Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-166
Closed -$57.3K – 218
2025
Q3 		$57.3K Hold
166
– – 0.02% 110
2025
Q2 		$51.8K Hold
166
– – 0.02% 114
2025
Q1 		$86.9K Hold
166
– – 0.04% 99
2024
Q4 		$84K Hold
166
– – 0.04% 103
2024
Q3 		$97.1K Hold
166
– – 0.05% 101
2024
Q2 		$84.5K Buy
166
+66
+66% +$32.3K 0.04% 103
2024
Q1 		$49.5K Hold
100
– – 0.02% 120
2023
Q4 		$52.6K Buy
+100
New +$53.3K 0.03% 110

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Evergreen Private Wealth's UNH Position: Q4 2025 in Review

Evergreen Private Wealth sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 166 shares — an estimated $57.3K sold.

Evergreen Private Wealth first reported a position in UNH in Q4 2023 and held it in 8 quarters. The position peaked at $97.1K in Q3 2024. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Evergreen Private Wealth reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 166 UnitedHealth shares in Q4 2025, an estimated $57.3K.
  • Evergreen Private Wealth first reported a position in UnitedHealth in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's UnitedHealth position peaked at $97.1K in Q3 2024.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.