EFG
UNH icon

Everhart Financial Group’s UnitedHealth UNH Stock Holding History

Everhart Financial Group’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 		$2.8M Buy
6,732
+1,385
+26% +$513K 0.18% 61
2026
Q1 		$1.45M Buy
5,347
+945
+21% +$281K 0.12% 114
2025
Q4 		$1.45M Buy
4,402
+498
+13% +$169K 0.13% 100
2025
Q3 		$1.35M Buy
3,904
+1,685
+76% +$510K 0.14% 101
2025
Q2 		$692K Sell
2,219
-2,316
-51% -$885K 0.08% 186
2025
Q1 		$2.38M Buy
4,535
+243
+6% +$124K 0.32% 42
2024
Q4 		$2.17M Sell
4,292
-336
-7% -$191K 0.45% 40
2024
Q3 		$2.71M Buy
4,628
+754
+19% +$426K 0.6% 32
2024
Q2 		$1.97M Sell
3,874
-126
-3% -$61.8K 0.51% 36
2024
Q1 		$1.98M Buy
4,000
+189
+5% +$96.1K 0.58% 34
2023
Q4 		$2.01M Buy
3,811
+549
+17% +$293K 0.71% 32
2023
Q3 		$1.64M Buy
3,262
+326
+11% +$160K 0.7% 31
2023
Q2 		$1.41M Buy
2,936
+290
+11% +$142K 0.58% 36
2023
Q1 		$1.25M Sell
2,646
-122
-4% -$58.9K 0.56% 37
2022
Q4 		$1.47M Buy
2,768
+236
+9% +$125K 0.74% 32
2022
Q3 		$1.28M Buy
2,532
+338
+15% +$178K 0.71% 27
2022
Q2 		$1.13M Buy
2,194
+255
+13% +$128K 0.68% 33
2022
Q1 		$989K Buy
1,939
+647
+50% +$312K 0.57% 38
2021
Q4 		$648K Buy
1,292
+65
+5% +$29.4K 0.39% 54
2021
Q3 		$479K Buy
1,227
+276
+29% +$114K 0.33% 56
2021
Q2 		$381K Buy
+951
New +$379K 0.26% 66

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everhart Financial Group's UNH Position: Q2 2026 in Review

Everhart Financial Group increased its UnitedHealth (UNH) stake by 26% in Q2 2026, buying an estimated $513K and bringing the position to 6,732 shares worth $2.8M. The position accounts for 0.18% of the portfolio, ranked #61.

Everhart Financial Group first reported a position in UNH in Q2 2021 and has held it in 21 quarters since. 612 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Everhart Financial Group held 6,732 shares of UnitedHealth worth $2.8M as of Q2 2026.
  • Everhart Financial Group bought 1,385 UnitedHealth shares in Q2 2026, an estimated $513K.
  • UnitedHealth made up 0.18% of Everhart Financial Group's portfolio in Q2 2026, its #61 holding.
  • Everhart Financial Group first reported a position in UnitedHealth in Q2 2021 and has held it in 21 quarters since.
  • 612 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.