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
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 $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

Evoke Wealth's UNH Position: Q1 2026 in Review

Evoke Wealth reduced its UnitedHealth (UNH) stake by 14% in Q1 2026, selling an estimated $806K and leaving 16,481 shares worth $4.46M. The position accounts for 0.08% of the portfolio, ranked #94.

Evoke Wealth first reported a position in UNH in Q3 2019 and has held it in 25 quarters since. The position peaked at $22.3M in Q4 2019. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Evoke Wealth held 16,481 shares of UnitedHealth worth $4.46M as of Q1 2026.
  • Evoke Wealth sold 2,706 UnitedHealth shares in Q1 2026, an estimated $806K.
  • UnitedHealth made up 0.08% of Evoke Wealth's portfolio in Q1 2026, its #94 holding.
  • Evoke Wealth first reported a position in UnitedHealth in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's UnitedHealth position peaked at $22.3M in Q4 2019.
  • 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.