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UnitedHealth shares owned by Evernest Financial Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Evernest Financial Advisors from 13F filings

Historical chart of Evernest Financial Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 3.2k 345.27
2025-06-30 $1.1M 3.5k 312.00
2025-03-31 $1.8M 3.5k 523.70
2024-12-31 $1.8M 3.6k 505.82
2024-09-30 $2.0M 3.4k 584.63
2024-06-30 $1.8M 3.5k 509.22
2024-03-31 $1.7M 3.4k 501.09
2023-12-31 $1.9M 3.5k 526.42

More positions owned by Evernest Financial Advisors

World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Covington Trust Fundamental Smal (FFSM)
Capital Group International SHS (CGIE)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Fidelity Covington Trust Enhanced Intl (FENI)
Capitol Ser Tr Fairlead Tactica (TACK)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Portfolio S&p600 (SPSM)
Capital Group Conservative E SHS (CGCV)

View all positions for Evernest Financial Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth