Millstone Evans Group’s UnitedHealth UNH Stock Holding History

Millstone Evans Group’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	$199K	Buy	735 +14	+2%	+$4.17K	0.12%	141
2025 Q4	$238K	Buy	721 +9	+1%	+$3.05K	0.14%	118
2025 Q3	$246K	Hold	712	–	–	0.16%	105
2025 Q2	$222K	Hold	712	–	–	0.15%	114
2025 Q1	$373K	Hold	712	–	–	0.25%	73
2024 Q4	$360K	Buy	+712	New	+$405K	0.25%	74

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

Millstone Evans Group's UNH Position: Q1 2026 in Review

Millstone Evans Group increased its UnitedHealth (UNH) stake by 1.9% in Q1 2026, buying an estimated $4.17K and bringing the position to 735 shares worth $199K. The position accounts for 0.12% of the portfolio, ranked #141.

Millstone Evans Group first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $373K in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Millstone Evans Group held 735 shares of UnitedHealth worth $199K as of Q1 2026.
Millstone Evans Group bought 14 UnitedHealth shares in Q1 2026, an estimated $4.17K.
UnitedHealth made up 0.12% of Millstone Evans Group's portfolio in Q1 2026, its #141 holding.
Millstone Evans Group first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Millstone Evans Group's UnitedHealth position peaked at $373K in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.