Evernest Financial Advisors’s UnitedHealth UNH Stock Holding History

Evernest Financial Advisors’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	$948K	Buy	2,280 +183	+9%	+$67.8K	0.2%	79
2026 Q1	$744K	Sell	2,097 -111	-5%	-$33.1K	0.15%	92
2025 Q4	$609K	Sell	2,208 -1,032	-32%	-$350K	0.13%	108
2025 Q3	$1.12M	Sell	3,240 -234	-7%	-$70.8K	0.31%	62
2025 Q2	$1.08M	Sell	3,474 -31	-0.9%	-$11.8K	0.35%	61
2025 Q1	$1.84M	Sell	3,505 -54	-2%	-$27.6K	0.66%	29
2024 Q4	$1.8M	Buy	3,559 +128	+4%	+$72.7K	0.47%	34
2024 Q3	$2.01M	Sell	3,431 -84	-2%	-$47.5K	0.54%	28
2024 Q2	$1.79M	Buy	3,515 +120	+4%	+$58.8K	0.8%	22
2024 Q1	$1.7M	Sell	3,395 -120	-3%	-$61K	0.81%	23
2023 Q4	$1.85M	Buy	+3,515	New	+$1.87M	0.94%	26
2021 Q4	$1.68M	Buy	+3,243	New	+$1.47M	0.87%	22

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Evernest Financial Advisors's UNH Position: Q2 2026 in Review

Evernest Financial Advisors increased its UnitedHealth (UNH) stake by 8.7% in Q2 2026, buying an estimated $67.8K and bringing the position to 2,280 shares worth $948K. The position accounts for 0.2% of the portfolio, ranked #79.

Evernest Financial Advisors first reported a position in UNH in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.01M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Evernest Financial Advisors held 2,280 shares of UnitedHealth worth $948K as of Q2 2026.
Evernest Financial Advisors bought 183 UnitedHealth shares in Q2 2026, an estimated $67.8K.
UnitedHealth made up 0.2% of Evernest Financial Advisors's portfolio in Q2 2026, its #79 holding.
Evernest Financial Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's UnitedHealth position peaked at $2.01M in Q3 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.