EPW
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Evolve Private Wealth’s UnitedHealth UNH Stock Holding History

Evolve Private 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
Q2 		$4.57M Sell
10,999
-171
-2% -$63.4K 0.28% 64
2026
Q1 		$3.02M Buy
11,170
+1,567
+16% +$467K 0.16% 117
2025
Q4 		$3.17M Buy
+9,603
New +$3.25M 0.19% 98

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's UNH Position: Q2 2026 in Review

Evolve Private Wealth reduced its UnitedHealth (UNH) stake by 1.5% in Q2 2026, selling an estimated $63.4K and leaving 10,999 shares worth $4.57M. The position accounts for 0.28% of the portfolio, ranked #64.

Evolve Private Wealth first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Evolve Private Wealth held 10,999 shares of UnitedHealth worth $4.57M as of Q2 2026.
  • Evolve Private Wealth sold 171 UnitedHealth shares in Q2 2026, an estimated $63.4K.
  • UnitedHealth made up 0.28% of Evolve Private Wealth's portfolio in Q2 2026, its #64 holding.
  • Evolve Private Wealth first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.