EW
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Evoke Wealth’s UnitedHealth UNH Stock Holding History

Evoke 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
Q2 		– Sell
-16,481
Closed -$4.46M – 604
2026
Q1 		$4.46M Sell
16,481
-2,706
-14% -$806K 0.08% 94
2025
Q4 		$6.33M Buy
19,187
+15
+0.1% +$5.08K 0.12% 77
2025
Q3 		$6.62M Buy
19,172
+856
+5% +$259K 0.13% 72
2025
Q2 		$5.71M Buy
18,316
+158
+0.9% +$60.4K 0.13% 70
2025
Q1 		$9.51M Sell
18,158
-1,464
-7% -$748K 0.25% 50
2024
Q4 		$9.93M Sell
19,622
-622
-3% -$353K 0.28% 45
2024
Q3 		$11.8M Buy
+20,244
New +$11.5M 0.32% 42
2024
Q2 		– Sell
-19,760
Closed -$9.78M – 364
2024
Q1 		$9.78M Buy
+19,760
New +$10M 0.29% 45
2023
Q4 		– Sell
-19,386
Closed -$9.77M – 329
2023
Q3 		$9.77M Buy
19,386
+175
+0.9% +$86.1K 0.34% 37
2023
Q2 		$9.23M Buy
19,211
+1,193
+7% +$583K 0.32% 39
2023
Q1 		$8.52M Sell
18,018
-291
-2% -$140K 0.31% 39
2022
Q4 		$9.71M Sell
18,309
-131
-0.7% -$69.4K 0.35% 40
2022
Q3 		$9.31M Sell
18,440
-566
-3% -$298K 0.38% 31
2022
Q2 		$9.76M Sell
19,006
-1,263
-6% -$634K 0.36% 32
2022
Q1 		$10.3M Sell
20,269
-443
-2% -$214K 0.34% 37
2021
Q4 		$10.4M Buy
20,712
+1
+0% +$453 0.33% 41
2021
Q3 		$8.09M Sell
20,711
-52
-0.3% -$21.5K 0.3% 43
2021
Q2 		$8.31M Buy
20,763
+218
+1% +$86.9K 0.32% 45
2021
Q1 		$7.64M Buy
20,545
+19,427
+1,738% +$6.73M 0.35% 39
2020
Q4 		$392K Buy
1,118
+663
+146% +$222K 0.03% 173
2020
Q3 		$142K Buy
455
+1
+0.2% +$307 0.01% 243
2020
Q2 		$134K Sell
454
-32
-7% -$9.17K 0.01% 238
2020
Q1 		$121K Sell
486
-75,232
-99% -$20.7M 0.02% 235
2019
Q4 		$22.3M Sell
75,718
-65
-0.1% -$17K 2.83% 7
2019
Q3 		$16.5M Buy
+75,783
New +$18.3M 2.03% 11

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

Evoke Wealth's UNH Position: Q2 2026 in Review

Evoke Wealth sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 16,481 shares — an estimated $4.46M sold.

Evoke Wealth first reported a position in UNH in Q3 2019 and held it in 25 quarters. The position peaked at $22.3M in Q4 2019. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Evoke Wealth reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 16,481 UnitedHealth shares in Q2 2026, an estimated $4.46M.
  • Evoke Wealth first reported a position in UnitedHealth in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's UnitedHealth position peaked at $22.3M in Q4 2019.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.