EWM
UNH icon

Evolution Wealth Management’s UnitedHealth UNH Stock Holding History

Evolution Wealth Management’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 		$69.8K Buy
168
+39
+30% +$14.5K 0.04% 264
2026
Q1 		$34.9K Buy
129
+64
+98% +$19.1K 0.03% 330
2025
Q4 		$21.5K Buy
65
+49
+306% +$16.6K 0.02% 347
2025
Q3 		$5.53K Sell
16
-41
-72% -$12.4K 0.01% 440
2025
Q2 		$17.9K Buy
+57
New +$21.8K 0.02% 298

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

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

Evolution Wealth Management increased its UnitedHealth (UNH) stake by 30% in Q2 2026, buying an estimated $14.5K and bringing the position to 168 shares worth $69.8K. The position accounts for 0.04% of the portfolio, ranked #264.

Evolution Wealth Management first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Evolution Wealth Management held 168 shares of UnitedHealth worth $69.8K as of Q2 2026.
  • Evolution Wealth Management bought 39 UnitedHealth shares in Q2 2026, an estimated $14.5K.
  • UnitedHealth made up 0.04% of Evolution Wealth Management's portfolio in Q2 2026, its #264 holding.
  • Evolution Wealth Management first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.