UnitedHealth shares owned by Evergreen Private Wealth
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Evergreen Private Wealth
from 13F filings
Historical chart of Evergreen Private Wealth investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Evergreen Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $57k | 166 | 345.30 |
| 2025-06-30 | $52k | 166 | 311.97 |
| 2025-03-31 | $87k | 166 | 523.75 |
| 2024-12-31 | $84k | 166 | 505.86 |
| 2024-09-30 | $97k | 166 | 584.68 |
| 2024-03-31 | $50k | 100 | 494.70 |
| 2023-12-31 | $53k | 100 | 526.47 |