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
Download as csvQuarterly 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 |
More positions owned by Evelyn Partners Investment Management
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