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UnitedHealth shares owned by Evelyn Partners Asset Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Evelyn Partners Asset Management from 13F filings

Historical chart of Evelyn Partners Asset Management investment in UnitedHealth

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All positions including UnitedHealth held by Evelyn Partners Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Evelyn Partners Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $73k 210 345.30
2025-06-30 $49k 156 311.97
2025-03-31 $1.3M 4.5k 281.04

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View all positions for Evelyn Partners Asset Management

Top funds holding UnitedHealth

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