EWA
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Evolution Wealth Advisors’s UnitedHealth UNH Stock Holding History

Evolution 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 		$1.07M Buy
+2,584
New +$958K 0.13% 82
2026
Q1 		– Sell
-1,154
Closed -$381K – 183
2025
Q4 		$381K Sell
1,154
-10
-0.9% -$3.39K 0.04% 117
2025
Q3 		$402K Buy
1,164
+82
+8% +$24.8K 0.05% 111
2025
Q2 		$338K Buy
1,082
+11
+1% +$4.2K 0.05% 120
2025
Q1 		$561K Buy
1,071
+658
+159% +$336K 0.09% 84
2024
Q4 		$209K Hold
413
– – 0.04% 136
2024
Q3 		$241K Buy
+413
New +$234K 0.04% 119
2024
Q1 		– Sell
-386
Closed -$203K – 141
2023
Q4 		$203K Buy
+386
New +$206K 0.04% 121
2021
Q4 		– Sell
-387
Closed -$151K – 600
2021
Q3 		$151K Sell
387
-47
-11% -$19.5K 0.03% 130
2021
Q2 		$174K Sell
434
-90
-17% -$35.9K 0.04% 130
2021
Q1 		$195K Buy
524
+86
+20% +$29.8K 0.04% 110
2020
Q4 		$154K Sell
438
-400
-48% -$134K 0.03% 112
2020
Q3 		$261K Buy
838
+84
+11% +$25.8K 0.07% 88
2020
Q2 		$222K Sell
754
-57
-7% -$16.3K 0.07% 75
2020
Q1 		$202K Buy
811
+519
+178% +$143K 0.08% 61
2019
Q4 		$86K Buy
292
+249
+579% +$65.1K 0.02% 119
2019
Q3 		$9K Sell
43
-254
-86% -$61.3K ﹤0.01% 197
2019
Q2 		$72K Buy
+297
New +$71.4K 0.03% 70
2019
Q1 		– Sell
-305
Closed -$76K – 150
2018
Q4 		$76K Buy
+305
New +$80.6K 0.03% 84

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Evolution Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 2,584 shares worth $1.07M. The stake represents 0.13% of the portfolio and ranks #82 among its holdings. This is a return to the name: Evolution Wealth Advisors previously reported a position in UNH as recently as Q4 2025.

Evolution Wealth Advisors first reported a position in UNH in Q4 2018 and has held it in 19 quarters since. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Evolution Wealth Advisors held 2,584 shares of UnitedHealth worth $1.07M as of Q2 2026.
  • UnitedHealth was a new Evolution Wealth Advisors position in Q2 2026.
  • UnitedHealth made up 0.13% of Evolution Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Evolution Wealth Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 19 quarters since.
  • 1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.