SEC 13F Intelligence

Envestnet Asset Management Inc / UNH

Envestnet Asset Management Inc’s Unitedhealth Group Inc Position

Does Envestnet Asset Management Inc own Unitedhealth Group Inc (UNH)? Yes — 1.62M shares worth $439M (+0.12% of its 13F portfolio) as of Q1 2026, up from 1.35M shares the prior filed quarter.

Position Value
$439M
Q1 2026
Shares
1.62M
% of Portfolio
+0.12%
Quarters Held
30
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $118MQ4 ’18Q1 ’19: $136MQ2 ’19: $143MQ3 ’19: $127MQ4 ’19: $185MQ4 ’19Q1 ’20: $171MQ2 ’20: $223MQ3 ’20: $256MQ4 ’20: $299MQ4 ’20Q1 ’21: $405MQ2 ’21: $458MQ3 ’21: $460MQ4 ’21: $606MQ4 ’21Q1 ’22: $636MQ2 ’22: $761MQ3 ’22: $753MQ4 ’22: $802MQ4 ’22Q1 ’23: $733MQ2 ’23: $762MQ3 ’23: $984MQ4 ’23: $1.1BQ4 ’23Q1 ’24: $989MQ2 ’24: $1.1BQ3 ’24: $1.3BQ4 ’24: $1.1BQ4 ’24Q1 ’25: $1.2BQ2 ’25: $520MQ3 ’25: $548MQ4 ’25: $446MQ4 ’25Q1 ’26: $439Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.62M$439M+0.12%
Q4 20251.35M$446M+0.13%
Q3 20251.59M$548M+0.16%
Q2 20251.67M$520M+0.15%
Q1 20252.24M$1.2B+0.38%
Q4 20242.14M$1.1B+0.35%
Q3 20242.19M$1.3B+0.41%
Q2 20242.13M$1.1B+0.38%
Q1 20242.00M$989M+0.37%
Q4 20232.02M$1.1B+0.44%
Q3 20231.95M$984M+0.45%
Q2 20231.59M$762M+0.34%
Q1 20235.51M$733M+0.35%
Q4 20221.51M$802M+0.42%
Q3 20221.49M$753M+0.43%
Q2 20221.48M$761M+0.43%
Q1 20221.25M$636M+0.32%
Q4 20211.21M$606M+0.30%
Q3 20211.18M$460M+0.25%
Q2 20211.14M$458M+0.26%
Q1 20211.09M$405M+0.26%
Q4 2020852.9K$299M+0.23%
Q3 2020820.9K$256M+0.23%
Q2 2020756.0K$223M+0.22%
Q1 2020686.7K$171M+0.20%
Q4 2019628.0K$185M+0.19%
Q3 2019585.6K$127M+0.14%
Q2 2019587.9K$143M+0.18%
Q1 2019551.3K$136M+0.19%
Q4 2018473.1K$118M+0.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Envestnet Asset Management Inc’s full portfolio or all institutional holders of UNH.