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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Evernest Financial Advisors's UNH Position: Q1 2026 in Review

Evernest Financial Advisors reduced its UnitedHealth (UNH) stake by 5% in Q1 2026, selling an estimated $33.1K and leaving 2,097 shares worth $744K. The position accounts for 0.15% of the portfolio, ranked #92.

Evernest Financial Advisors first reported a position in UNH in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.01M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Evernest Financial Advisors held 2,097 shares of UnitedHealth worth $744K as of Q1 2026.
Evernest Financial Advisors sold 111 UnitedHealth shares in Q1 2026, an estimated $33.1K.
UnitedHealth made up 0.15% of Evernest Financial Advisors's portfolio in Q1 2026, its #92 holding.
Evernest Financial Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's UnitedHealth position peaked at $2.01M in Q3 2024.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.