EWA
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EverSource Wealth Advisors’s UnitedHealth UNH Stock Holding History

EverSource Wealth 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 		$2.34M Buy
5,620
+70
+1% +$25.9K 0.08% 197
2026
Q1 		$1.5M Buy
5,550
+120
+2% +$35.7K 0.05% 281
2025
Q4 		$1.79M Sell
5,430
-1,000
-16% -$339K 0.07% 210
2025
Q3 		$2.22M Buy
6,430
+640
+11% +$194K 0.09% 164
2025
Q2 		$1.81M Buy
5,790
+1,901
+49% +$727K 0.08% 181
2025
Q1 		$2.04M Buy
3,889
+283
+8% +$145K 0.11% 146
2024
Q4 		$1.82M Buy
3,606
+719
+25% +$409K 0.1% 160
2024
Q3 		$1.69M Buy
2,887
+265
+10% +$150K 0.11% 158
2024
Q2 		$1.51M Buy
2,622
+193
+8% +$94.6K 0.1% 158
2024
Q1 		$1.17M Sell
2,429
-672
-22% -$342K 0.09% 163
2023
Q4 		$1.63M Buy
3,101
+200
+7% +$107K 0.15% 127
2023
Q3 		$1.46M Buy
2,901
+276
+11% +$136K 0.16% 130
2023
Q2 		$1.26M Sell
2,625
-126
-5% -$61.6K 0.14% 139
2023
Q1 		$1.3M Sell
2,751
-493
-15% -$238K 0.16% 118
2022
Q4 		$1.72M Sell
3,244
-342
-10% -$181K 0.26% 83
2022
Q3 		$1.81M Sell
3,586
-1
-0% -$526 0.41% 43
2022
Q2 		$1.84M Buy
3,587
+1,030
+40% +$517K 0.47% 43
2022
Q1 		$1.3M Buy
2,557
+1,032
+68% +$498K 0.33% 54
2021
Q4 		$766K Buy
+1,525
New +$690K 0.21% 75

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EverSource Wealth Advisors's UNH Position: Q2 2026 in Review

EverSource Wealth Advisors increased its UnitedHealth (UNH) stake by 1.3% in Q2 2026, buying an estimated $25.9K and bringing the position to 5,620 shares worth $2.34M. The position accounts for 0.08% of the portfolio, ranked #197.

EverSource Wealth Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • EverSource Wealth Advisors held 5,620 shares of UnitedHealth worth $2.34M as of Q2 2026.
  • EverSource Wealth Advisors bought 70 UnitedHealth shares in Q2 2026, an estimated $25.9K.
  • UnitedHealth made up 0.08% of EverSource Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • EverSource Wealth Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.