EWM
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Evergreen Wealth Management’s UnitedHealth UNH Stock Holding History

Evergreen Wealth Management’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 		$2.5M Buy
6,021
+140
+2% +$51.9K 1.17% 28
2026
Q1 		$1.59M Buy
5,881
+67
+1% +$20K 0.82% 36
2025
Q4 		$1.92M Buy
5,814
+78
+1% +$26.4K 0.97% 35
2025
Q3 		$1.98M Buy
5,736
+2,548
+80% +$771K 1.04% 33
2025
Q2 		$994K Buy
3,188
+15
+0.5% +$5.73K 0.56% 45
2025
Q1 		$1.66M Buy
3,173
+579
+22% +$296K 0.99% 35
2024
Q4 		$1.31M Sell
2,594
-15
-0.6% -$8.52K 0.78% 39
2024
Q3 		$1.53M Buy
2,609
+577
+28% +$326K 0.92% 37
2024
Q2 		$1.03M Hold
2,032
– – 0.69% 45
2024
Q1 		$1M Hold
2,032
– – 0.68% 45
2023
Q4 		$1.07M Buy
2,032
+35
+2% +$18.7K 0.79% 44
2023
Q3 		$1.01M Buy
1,997
+25
+1% +$12.3K 0.8% 44
2023
Q2 		$948K Buy
1,972
+242
+14% +$118K 0.74% 42
2023
Q1 		$817K Sell
1,730
-7
-0.4% -$3.38K 0.73% 41
2022
Q4 		$921K Buy
+1,737
New +$920K 0.85% 40

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Evergreen Wealth Management's UNH Position: Q2 2026 in Review

Evergreen Wealth Management increased its UnitedHealth (UNH) stake by 2.4% in Q2 2026, buying an estimated $51.9K and bringing the position to 6,021 shares worth $2.5M. The position accounts for 1.17% of the portfolio, ranked #28.

Evergreen Wealth Management first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Evergreen Wealth Management held 6,021 shares of UnitedHealth worth $2.5M as of Q2 2026.
  • Evergreen Wealth Management bought 140 UnitedHealth shares in Q2 2026, an estimated $51.9K.
  • UnitedHealth made up 1.17% of Evergreen Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Evergreen Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.