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Evergreen Wealth Solutions’s UnitedHealth UNH Stock Holding History

Evergreen Wealth Solutions’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 		$546K Buy
1,367
+433
+46% +$160K 0.03% 307
2026
Q1 		$253K Buy
934
+195
+26% +$58.1K 0.02% 357
2025
Q4 		$244K Sell
739
-8
-1% -$2.71K 0.03% 188
2025
Q3 		$258K Sell
747
-121
-14% -$36.6K 0.15% 101
2025
Q2 		$271K Buy
868
+141
+19% +$53.9K 0.16% 97
2025
Q1 		$381K Sell
727
-264
-27% -$135K 0.26% 72
2024
Q4 		$501K Buy
991
+76
+8% +$43.2K 0.35% 55
2024
Q3 		$535K Sell
915
-358
-28% -$202K 0.36% 51
2024
Q2 		$648K Sell
1,273
-141
-10% -$69.1K 0.46% 45
2024
Q1 		$700K Sell
1,414
-322
-19% -$164K 0.52% 45
2023
Q4 		$914K Sell
1,736
-227
-12% -$121K 0.78% 33
2023
Q3 		$990K Sell
1,963
-170
-8% -$83.7K 1% 29
2023
Q2 		$1.03M Sell
2,133
-44
-2% -$21.5K 1.03% 31
2023
Q1 		$1.03M Sell
2,177
-21
-1% -$10.1K 1.19% 33
2022
Q4 		$1.17M Buy
2,198
+104
+5% +$55.1K 1.54% 22
2022
Q3 		$1.06M Buy
2,094
+45
+2% +$23.7K 1.5% 23
2022
Q2 		$1.05M Sell
2,049
-41
-2% -$20.6K 1.29% 26
2022
Q1 		$1.07M Sell
2,090
-111
-5% -$53.5K 1.03% 30
2021
Q4 		$1.1M Buy
+2,201
New +$996K 1% 31

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 $3.38T AUM 44.17% 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

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

Evergreen Wealth Solutions increased its UnitedHealth (UNH) stake by 46% in Q2 2026, buying an estimated $160K and bringing the position to 1,367 shares worth $546K. The position accounts for 0.03% of the portfolio, ranked #307.

Evergreen Wealth Solutions first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Evergreen Wealth Solutions held 1,367 shares of UnitedHealth worth $546K as of Q2 2026.
  • Evergreen Wealth Solutions bought 433 UnitedHealth shares in Q2 2026, an estimated $160K.
  • UnitedHealth made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #307 holding.
  • Evergreen Wealth Solutions first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Evergreen Wealth Solutions's UnitedHealth position peaked at $1.17M in Q4 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.