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Evelyn Partners Group Ltd’s UnitedHealth UNH Stock Holding History

Evelyn Partners Group Ltd’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 		$40.7M Buy
+97,967
New +$36.3M 0.09% 32

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Evelyn Partners Group Ltd's UNH Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in UnitedHealth (UNH) in Q2 2026: 97,967 shares worth $40.7M. The stake represents 0.09% of the portfolio and ranks #32 among its holdings.

2,125 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Evelyn Partners Group Ltd held 97,967 shares of UnitedHealth worth $40.7M as of Q2 2026.
  • UnitedHealth was a new Evelyn Partners Group Ltd position in Q2 2026.
  • UnitedHealth made up 0.09% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #32 holding.
  • 2,125 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.