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Evexia Wealth’s UnitedHealth UNH Stock Holding History

Evexia Wealth’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
-22,518
Closed -$7.54M – 87
2025
Q4 		$7.54M Sell
22,518
-557
-2% -$189K 2.11% 20
2025
Q3 		$8.28M Buy
23,075
+5,968
+35% +$1.8M 2.48% 16
2025
Q2 		$4.84M Sell
17,107
-830
-5% -$317K 1.52% 24
2025
Q1 		$10.4M Buy
17,937
+54
+0.3% +$27.6K 3.77% 10
2024
Q4 		$9.42M Sell
17,883
-46
-0.3% -$26.1K 3.19% 15
2024
Q3 		$10.5M Sell
17,929
-565
-3% -$320K 3.71% 12
2024
Q2 		$10.3M Sell
18,494
-237
-1% -$116K 3.88% 11
2024
Q1 		$8.23M Sell
18,731
-114
-0.6% -$58K 3.39% 13
2023
Q4 		$9.62M Buy
18,845
+439
+2% +$234K 4.06% 8
2023
Q3 		$9.76M Buy
18,406
+1,064
+6% +$524K 4.94% 2
2023
Q2 		$8.86M Buy
17,342
+322
+2% +$157K 4.26% 7
2023
Q1 		$8.34M Buy
+17,020
New +$8.21M 4.5% 4

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

Evexia Wealth's UNH Position: Q1 2026 in Review

Evexia Wealth sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 22,518 shares — an estimated $7.54M sold.

Evexia Wealth first reported a position in UNH in Q1 2023 and held it in 12 quarters. The position peaked at $10.5M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Evexia Wealth reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Evexia Wealth sold 22,518 UnitedHealth shares in Q1 2026, an estimated $7.54M.
  • Evexia Wealth first reported a position in UnitedHealth in Q1 2023 and held it in 12 quarters.
  • Evexia Wealth's UnitedHealth position peaked at $10.5M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Evexia Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.