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Everpar Advisors’s UnitedHealth UNH Stock Holding History

Everpar 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 		$1.03M Buy
2,485
+241
+11% +$89.3K 0.29% 73
2026
Q1 		$607K Buy
2,244
+456
+26% +$136K 0.21% 103
2025
Q4 		$590K Buy
1,788
+215
+14% +$72.9K 0.22% 98
2025
Q3 		$543K Buy
1,573
+406
+35% +$123K 0.21% 109
2025
Q2 		$364K Buy
1,167
+265
+29% +$101K 0.17% 163
2025
Q1 		$472K Buy
902
+94
+12% +$48.1K 0.25% 107
2024
Q4 		$409K Sell
808
-509
-39% -$289K 0.21% 136
2024
Q3 		$770K Sell
1,317
-121
-8% -$68.4K 0.4% 57
2024
Q2 		$732K Buy
1,438
+231
+19% +$113K 0.37% 66
2024
Q1 		$597K Sell
1,207
-785
-39% -$399K 0.36% 78
2023
Q4 		$1.05M Buy
+1,992
New +$1.06M 0.49% 48

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

Everpar Advisors's UNH Position: Q2 2026 in Review

Everpar Advisors increased its UnitedHealth (UNH) stake by 11% in Q2 2026, buying an estimated $89.3K and bringing the position to 2,485 shares worth $1.03M. The position accounts for 0.29% of the portfolio, ranked #73.

Everpar Advisors first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2023. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Everpar Advisors held 2,485 shares of UnitedHealth worth $1.03M as of Q2 2026.
  • Everpar Advisors bought 241 UnitedHealth shares in Q2 2026, an estimated $89.3K.
  • UnitedHealth made up 0.29% of Everpar Advisors's portfolio in Q2 2026, its #73 holding.
  • Everpar Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's UnitedHealth position peaked at $1.05M in Q4 2023.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.