Evolution Advisers’s UnitedHealth UNH Stock Holding History

Evolution Advisers’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	$32K	Buy	78 +3	+4%	+$1.11K	0.01%	122
2026 Q1	$20K	Hold	75	–	–	0.01%	118
2025 Q4	$24K	Hold	75	–	–	0.01%	117
2025 Q3	$26K	Hold	75	–	–	0.01%	113
2025 Q2	$23K	Hold	75	–	–	0.01%	113
2025 Q1	$39K	Sell	75 -2	-3%	-$1.02K	0.02%	99
2024 Q4	$38K	Hold	77	–	–	0.02%	101
2024 Q3	$45K	Hold	77	–	–	0.02%	93
2024 Q2	$39K	Buy	77 +2	+3%	+$980	0.02%	95
2024 Q1	$38K	Sell	75 -1	-1%	-$508	0.02%	98
2023 Q4	$41K	Buy	76 +1	+1%	+$533	0.03%	97
2023 Q3	$38K	Sell	75 -1,119	-94%	-$551K	0.03%	73
2023 Q2	$574K	Buy	1,194 +951	+391%	+$465K	0.41%	20
2023 Q1	$115K	Buy	243 +168	+224%	+$81.1K	0.08%	41
2022 Q4	$39K	Hold	75	–	–	0.03%	73
2022 Q3	$37K	Hold	75	–	–	0.03%	66
2022 Q2	$38K	Hold	75	–	–	0.03%	68
2022 Q1	$38K	Buy	+75	New	+$36.2K	0.03%	72

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Evolution Advisers's UNH Position: Q2 2026 in Review

Evolution Advisers increased its UnitedHealth (UNH) stake by 4% in Q2 2026, buying an estimated $1.11K and bringing the position to 78 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #122.

Evolution Advisers first reported a position in UNH in Q1 2022 and has held it in 18 quarters since. The position peaked at $574K in Q2 2023. 1,651 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Evolution Advisers held 78 shares of UnitedHealth worth $32K as of Q2 2026.
Evolution Advisers bought 3 UnitedHealth shares in Q2 2026, an estimated $1.11K.
UnitedHealth made up 0.01% of Evolution Advisers's portfolio in Q2 2026, its #122 holding.
Evolution Advisers first reported a position in UnitedHealth in Q1 2022 and has held it in 18 quarters since.
Evolution Advisers's UnitedHealth position peaked at $574K in Q2 2023.
1,651 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.