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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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All positions including UnitedHealth held by Evergreen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Evergreen Wealth Management

Quarter filed Position value Share count Share price at filing
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

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PIMCO Corporate Opportunity Fund (PTY)
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View all positions for Evergreen Wealth Management

Top funds holding UnitedHealth

Vanguard Group
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BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth