Evermay Wealth 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 | $407K | Sell |
980
-84
| -8% | -$31.1K | 0.04% | 139 |
|
|
2026
Q1 | $288K | Buy |
1,064
+50
| +5% | +$14.9K | 0.03% | 163 |
|
|
2025
Q4 | $335K | Sell |
1,014
-1,181
| -54% | -$400K | 0.04% | 156 |
|
|
2025
Q3 | $758K | Sell |
2,195
-34
| -2% | -$10.3K | 0.09% | 103 |
|
|
2025
Q2 | $695K | Sell |
2,229
-184
| -8% | -$70.3K | 0.09% | 108 |
|
|
2025
Q1 | $1.26M | Buy |
2,413
+29
| +1% | +$14.8K | 0.17% | 65 |
|
|
2024
Q4 | $1.21M | Sell |
2,384
-128
| -5% | -$72.7K | 0.18% | 68 |
|
|
2024
Q3 | $1.47M | Sell |
2,512
-36
| -1% | -$20.4K | 0.24% | 57 |
|
|
2024
Q2 | $1.3M | Sell |
2,548
-22
| -0.9% | -$10.8K | 0.21% | 62 |
|
|
2024
Q1 | $1.27M | Sell |
2,570
-54
| -2% | -$27.5K | 0.19% | 66 |
|
|
2023
Q4 | $1.38M | Sell |
2,624
-737
| -22% | -$393K | 0.26% | 41 |
|
|
2023
Q3 | $1.69M | Buy |
3,361
+91
| +3% | +$44.8K | 0.35% | 36 |
|
|
2023
Q2 | $1.57M | Sell |
3,270
-112
| -3% | -$54.8K | 0.3% | 37 |
|
|
2023
Q1 | $1.6M | Buy |
3,382
+41
| +1% | +$19.8K | 0.32% | 36 |
|
|
2022
Q4 | $1.77M | Sell |
3,341
-38
| -1% | -$20.1K | 0.36% | 33 |
|
|
2022
Q3 | $1.71M | Buy |
3,379
+174
| +5% | +$91.5K | 0.34% | 33 |
|
|
2022
Q2 | $1.65M | Buy |
3,205
+168
| +6% | +$84.4K | 0.32% | 36 |
|
|
2022
Q1 | $1.55M | Buy |
3,037
+196
| +7% | +$94.5K | 0.26% | 43 |
|
|
2021
Q4 | $1.43M | Sell |
2,841
-180
| -6% | -$81.5K | 0.26% | 35 |
|
|
2021
Q3 | $1.18M | Sell |
3,021
-458
| -13% | -$190K | 0.23% | 38 |
|
|
2021
Q2 | $1.39M | Buy |
3,479
+1
| +0% | +$399 | 0.26% | 36 |
|
|
2021
Q1 | $1.29M | Sell |
3,478
-13
| -0.4% | -$4.5K | 0.26% | 38 |
|
|
2020
Q4 | $1.22M | Sell |
3,491
-898
| -20% | -$301K | 0.27% | 35 |
|
|
2020
Q3 | $1.37M | Sell |
4,389
-20
| -0.5% | -$6.14K | 0.34% | 35 |
|
|
2020
Q2 | $1.3M | Sell |
4,409
-30
| -0.7% | -$8.6K | 0.34% | 33 |
|
|
2020
Q1 | $1.11M | Buy |
4,439
+1,607
| +57% | +$442K | 0.34% | 33 |
|
|
2019
Q4 | $833K | Buy |
2,832
+914
| +48% | +$239K | 0.2% | 55 |
|
|
2019
Q3 | $417K | Buy |
1,918
+244
| +15% | +$58.9K | 0.11% | 91 |
|
|
2019
Q2 | $409K | Buy |
1,674
+458
| +38% | +$110K | 0.11% | 90 |
|
|
2019
Q1 | $301K | Buy |
+1,216
| New | +$310K | 0.09% | 109 |
|
|
2018
Q1 | – | Sell |
-1,514
| Closed | -$334K | – | 149 |
|
|
2017
Q4 | $334K | Sell |
1,514
-250
| -14% | -$53K | 0.12% | 92 |
|
|
2017
Q3 | $346K | Hold |
1,764
| – | – | 0.15% | 58 |
|
|
2017
Q2 | $327K | Hold |
1,764
| – | – | 0.15% | 57 |
|
|
2017
Q1 | $289K | Buy |
+1,764
| New | +$289K | 0.13% | 65 |
|
Other funds holding UNH
PAM
DC
Evermay Wealth Management's UNH Position: Q2 2026 in Review
Evermay Wealth Management reduced its UnitedHealth (UNH) stake by 7.9% in Q2 2026, selling an estimated $31.1K and leaving 980 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #139.
Evermay Wealth Management first reported a position in UNH in Q1 2017 and has held it in 34 quarters since. The position peaked at $1.77M in Q4 2022. 1,176 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Evermay Wealth Management held 980 shares of UnitedHealth worth $407K as of Q2 2026.
- Evermay Wealth Management sold 84 UnitedHealth shares in Q2 2026, an estimated $31.1K.
- UnitedHealth made up 0.04% of Evermay Wealth Management's portfolio in Q2 2026, its #139 holding.
- Evermay Wealth Management first reported a position in UnitedHealth in Q1 2017 and has held it in 34 quarters since.
- Evermay Wealth Management's UnitedHealth position peaked at $1.77M in Q4 2022.
- 1,176 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.