UnitedHealth shares owned by Evergreen Wealth Solutions
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Evergreen Wealth Solutions
from 13F filings
Historical chart of Evergreen Wealth Solutions investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Evergreen Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $258k | 747 | 345.39 |
| 2025-06-30 | $271k | 868 | 311.93 |
| 2025-03-31 | $381k | 727 | 524.01 |
| 2024-12-31 | $501k | 991 | 505.84 |
| 2024-09-30 | $535k | 915 | 584.40 |
| 2024-06-30 | $648k | 1.3k | 509.12 |
| 2024-03-31 | $700k | 1.4k | 494.76 |
| 2023-12-31 | $914k | 1.7k | 526.40 |
| 2023-09-30 | $990k | 2.0k | 504.19 |
| 2023-06-30 | $1.0M | 2.1k | 480.58 |
| 2023-03-31 | $1.0M | 2.2k | 472.67 |
| 2022-12-31 | $1.2M | 2.2k | 530.03 |
| 2022-09-30 | $1.1M | 2.1k | 504.78 |
| 2022-06-30 | $1.1M | 2.0k | 513.42 |
| 2022-03-31 | $1.1M | 2.1k | 510.05 |
| 2021-12-31 | $1.1M | 2.2k | 502.04 |
More positions owned by Evergreen Wealth Solutions
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