Evercore Wealth Management, LLC / UNH
Evercore Wealth Management, LLC’s Unitedhealth Group Inc Position
Does Evercore Wealth Management, LLC own Unitedhealth Group Inc (UNH)? Yes — 84.7K shares worth $23M (+0.36% of its 13F portfolio) as of Q1 2026, down from 108.0K shares the prior filed quarter.
Position Value
$23M
Q1 2026
Shares
84.7K
% of Portfolio
+0.36%
Quarters Held
30
currently held
Position History UNH
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 84.7K | $23M | +0.36% |
| Q4 2025 | 108.0K | $36M | +0.52% |
| Q3 2025 | 145.5K | $50M | +0.74% |
| Q2 2025 | 309.8K | $97M | +1.50% |
| Q1 2025 | 332.7K | $174M | +2.80% |
| Q4 2024 | 344.6K | $174M | +2.61% |
| Q3 2024 | 347.7K | $203M | +3.05% |
| Q2 2024 | 352.1K | $179M | +2.82% |
| Q1 2024 | 342.3K | $169M | +2.65% |
| Q4 2023 | 339.5K | $179M | +3.00% |
| Q3 2023 | 339.8K | $171M | +3.21% |
| Q2 2023 | 343.3K | $165M | +3.03% |
| Q1 2023 | 342.9K | $162M | +3.23% |
| Q4 2022 | 349.9K | $186M | +3.89% |
| Q3 2022 | 352.4K | $178M | +4.01% |
| Q2 2022 | 355.6K | $183M | +3.85% |
| Q1 2022 | 378.7K | $193M | +3.42% |
| Q4 2021 | 380.4K | $191M | +3.11% |
| Q3 2021 | 383.9K | $150M | +2.72% |
| Q2 2021 | 389.9K | $156M | +2.86% |
| Q1 2021 | 391.5K | $146M | +2.89% |
| Q4 2020 | 386.7K | $136M | +2.92% |
| Q3 2020 | 387.1K | $121M | +2.95% |
| Q2 2020 | 384.5K | $113M | +3.03% |
| Q1 2020 | 387.1K | $97M | +3.18% |
| Q4 2019 | 378.6K | $111M | +3.00% |
| Q3 2019 | 378.4K | $82M | +2.41% |
| Q2 2019 | 370.3K | $90M | +2.74% |
| Q1 2019 | 364.2K | $90M | +2.90% |
| Q4 2018 | 362.1K | $90M | +3.41% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Evercore Wealth Management, LLC’s full portfolio or all institutional holders of UNH.