UnitedHealth shares owned by Evergreen Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Evergreen Wealth Management
from 13F filings
Historical chart of Evergreen Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Evergreen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 5.7k | 345.29 |
| 2025-06-30 | $994k | 3.2k | 311.93 |
| 2025-03-31 | $1.7M | 3.2k | 523.81 |
| 2024-12-31 | $1.3M | 2.6k | 505.87 |
| 2024-09-30 | $1.5M | 2.6k | 584.69 |
| 2024-06-30 | $1.0M | 2.0k | 509.14 |
| 2024-03-31 | $1.0M | 2.0k | 494.58 |
| 2023-12-31 | $1.1M | 2.0k | 526.35 |
| 2023-09-30 | $1.0M | 2.0k | 504.27 |
| 2023-06-30 | $948k | 2.0k | 480.62 |
| 2023-03-31 | $818k | 1.7k | 472.54 |
| 2022-12-31 | $921k | 1.7k | 530.26 |
More positions owned by Evergreen Wealth Management
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