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UnitedHealth shares owned by Evelyn Partners Investment Management

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

Historical chart of Evelyn Partners Investment Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Evelyn Partners Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $57M 166k 345.30
2025-06-30 $57M 181k 311.97
2025-03-31 $80M 286k 281.07