EWM
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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
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 $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

Evolution Wealth Management's UNH Position: Q1 2026 in Review

Evolution Wealth Management increased its UnitedHealth (UNH) stake by 98% in Q1 2026, buying an estimated $19.1K and bringing the position to 129 shares worth $34.9K. The position accounts for 0.03% of the portfolio, ranked #330.

Evolution Wealth Management first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Evolution Wealth Management held 129 shares of UnitedHealth worth $34.9K as of Q1 2026.
  • Evolution Wealth Management bought 64 UnitedHealth shares in Q1 2026, an estimated $19.1K.
  • UnitedHealth made up 0.03% of Evolution Wealth Management's portfolio in Q1 2026, its #330 holding.
  • Evolution Wealth Management first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.