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Eversept Partners’s UnitedHealth UNH Stock Holding History

Eversept Partners’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 		– Sell
-60,862
Closed -$18.1M – 148
2025
Q4 		$20.1M Sell
60,862
-1,958
-3% -$664K 1.01% 27
2025
Q3 		$21.7M Buy
62,820
+2,084
+3% +$630K 1.5% 21
2025
Q2 		$18.9M Buy
+60,736
New +$23.2M 1.74% 19

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Eversept Partners's UNH Position: Q1 2026 in Review

Eversept Partners sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 60,862 shares — an estimated $18.1M sold.

Eversept Partners first reported a position in UNH in Q2 2025 and held it in 3 quarters. The position peaked at $21.7M in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Eversept Partners reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Eversept Partners sold 60,862 UnitedHealth shares in Q1 2026, an estimated $18.1M.
  • Eversept Partners first reported a position in UnitedHealth in Q2 2025 and held it in 3 quarters.
  • Eversept Partners's UnitedHealth position peaked at $21.7M in Q3 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Eversept Partners's 13F filing for Q1 2026, filed 15 May 2026.