Leo H. Evart Inc’s UnitedHealth UNH Stock Holding History

Leo H. Evart Inc’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	$185K	Buy	+682	New	+$203K	0.16%	48
2023 Q3	$414K	Buy	821 +3	+0.4%	+$1.48K	0.63%	23
2023 Q2	$393K	Buy	818 +4	+0.5%	+$1.96K	0.55%	26
2023 Q1	$385K	Buy	814 +2	+0.2%	+$965	0.56%	26
2022 Q4	$430K	Buy	812 +3	+0.4%	+$1.59K	0.65%	22
2022 Q3	$409K	Buy	809 +2	+0.2%	+$1.05K	0.62%	22
2022 Q2	$414K	Buy	807 +3	+0.4%	+$1.51K	0.5%	25
2022 Q1	$410K	Buy	804 +2	+0.2%	+$965	0.42%	27
2021 Q4	$403K	Buy	+802	New	+$363K	0.39%	29

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Leo H. Evart Inc's UNH Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in UnitedHealth (UNH) in Q1 2026: 682 shares worth $185K. The stake represents 0.16% of the portfolio and ranks #48 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in UNH as recently as Q3 2023.

Leo H. Evart Inc first reported a position in UNH in Q4 2021 and has held it in 9 quarters since. The position peaked at $430K in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Leo H. Evart Inc held 682 shares of UnitedHealth worth $185K as of Q1 2026.
UnitedHealth was a new Leo H. Evart Inc position in Q1 2026.
UnitedHealth made up 0.16% of Leo H. Evart Inc's portfolio in Q1 2026, its #48 holding.
Leo H. Evart Inc first reported a position in UnitedHealth in Q4 2021 and has held it in 9 quarters since.
Leo H. Evart Inc's UnitedHealth position peaked at $430K in Q4 2022.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.