UnitedHealth shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $758k | 2.2k | 345.30 |
| 2025-06-30 | $695k | 2.2k | 311.97 |
| 2025-03-31 | $1.3M | 2.4k | 523.75 |
| 2024-12-31 | $1.2M | 2.4k | 505.80 |
| 2024-09-30 | $1.5M | 2.5k | 584.60 |
| 2024-06-30 | $1.3M | 2.5k | 509.18 |
| 2024-03-31 | $1.3M | 2.6k | 494.61 |
| 2023-12-31 | $1.4M | 2.6k | 526.40 |
| 2023-09-30 | $1.7M | 3.4k | 504.26 |
| 2023-06-30 | $1.6M | 3.3k | 480.70 |
| 2023-03-31 | $1.6M | 3.4k | 472.64 |
| 2022-12-31 | $1.8M | 3.3k | 530.23 |
| 2022-09-30 | $1.7M | 3.4k | 505.18 |
| 2022-06-30 | $1.6M | 3.2k | 513.57 |
| 2022-03-31 | $1.5M | 3.0k | 510.04 |
| 2021-12-31 | $1.4M | 2.8k | 502.29 |
| 2021-09-30 | $1.2M | 3.0k | 390.60 |
| 2021-06-30 | $1.4M | 3.5k | 400.40 |
| 2021-03-31 | $1.3M | 3.5k | 372.05 |
| 2020-12-31 | $1.2M | 3.5k | 350.62 |
| 2020-09-30 | $1.4M | 4.4k | 311.69 |
| 2020-06-30 | $1.3M | 4.4k | 294.85 |
| 2020-03-31 | $1.1M | 4.4k | 249.38 |
| 2019-12-31 | $833k | 2.8k | 294.14 |
| 2019-09-30 | $417k | 1.9k | 217.41 |
| 2019-06-30 | $409k | 1.7k | 244.32 |
| 2019-03-31 | $301k | 1.2k | 247.53 |
| 2017-12-31 | $334k | 1.5k | 220.61 |
| 2017-09-30 | $346k | 1.8k | 196.15 |
| 2017-06-30 | $327k | 1.8k | 185.37 |
| 2017-03-31 | $289k | 1.8k | 163.83 |