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 Q2	$285K	Buy	686 +4	+0.6%	+$1.48K	0.23%	47
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Leo H. Evart Inc's UNH Position: Q2 2026 in Review

Leo H. Evart Inc increased its UnitedHealth (UNH) stake by 0.59% in Q2 2026, buying an estimated $1.48K and bringing the position to 686 shares worth $285K. The position accounts for 0.23% of the portfolio, ranked #47.

Leo H. Evart Inc first reported a position in UNH in Q4 2021 and has held it in 10 quarters since. The position peaked at $430K in Q4 2022. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Leo H. Evart Inc held 686 shares of UnitedHealth worth $285K as of Q2 2026.
Leo H. Evart Inc bought 4 UnitedHealth shares in Q2 2026, an estimated $1.48K.
UnitedHealth made up 0.23% of Leo H. Evart Inc's portfolio in Q2 2026, its #47 holding.
Leo H. Evart Inc first reported a position in UnitedHealth in Q4 2021 and has held it in 10 quarters since.
Leo H. Evart Inc's UnitedHealth position peaked at $430K in Q4 2022.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.