EVERMAY WEALTH MANAGEMENT LLC

Position in UNH — Unitedhealth Group Inc

CIK 1066816 ARLINGTON, VA

Position in UNH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$407,317

+$119,410 QoQ

Shares Held

980

-7.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,468

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $893,631 across 4 Healthcare Plans names. UNH ranks #2 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	1,142	$441,645
2	UNH	Unitedhealth Group Inc This page	980	$407,317
3	CI	Cigna Group	111	$30,600
4	CVS	CVS HEALTH Corp	136	$14,069

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$407,317	980	-7.9%	Shares	Sole	2026-07-27
2026-03-31	$287,907	1,064	+4.9%	Shares	Sole	2026-05-12
2025-12-31	$334,731	1,014	-53.8%	Shares	Sole	2026-01-22
2025-09-30	$757,933	2,195	-1.5%	Shares	Sole	2025-11-05
2025-06-30	$695,381	2,229	-7.6%	Shares	Sole	2025-07-30
2025-03-31	$1,263,808	2,413	+1.2%	Shares	Sole	2025-05-07
2024-12-31	$1,205,970	2,384	-5.1%	Shares	Sole	2025-01-24
2024-09-30	$1,468,716	2,512	-1.4%	Shares	Sole	2024-10-25
2024-06-30	$1,297,594	2,548	-0.9%	Shares	Sole	2024-08-01
2024-03-31	$1,271,379	2,570	-2.1%	Shares	Sole	2024-05-14
2023-12-31	$1,381,457	2,624	-21.9%	Shares	Sole	2024-02-12
2023-09-30	$1,694,582	3,361	+2.8%	Shares	Sole	2023-11-14
2023-06-30	$1,571,692	3,270	-3.3%	Shares	Sole	2023-08-10
2023-03-31	$1,598,299	3,382	+1.2%	Shares	Sole	2023-05-15
2022-12-31	$1,771,331	3,341	-1.1%	Shares	Sole	2023-01-19
2022-09-30	$1,706,530	3,379	+5.4%	Shares	Sole	2022-11-14
2022-06-30	$1,646,184	3,205	+5.5%	Shares	Sole	2022-08-15
2022-03-31	$1,548,778	3,037	+6.9%	Shares	Sole	2022-05-16
2021-12-31	$1,426,579	2,841	-6.0%	Shares	Sole	2022-02-14
2021-09-30	$1,180,425	3,021	-13.2%	Shares	Sole	2021-11-12
2021-06-30	$1,393,130	3,479	+0.0%	Shares	Sole	2021-08-13
2021-03-31	$1,294,059	3,478	-0.4%	Shares	Sole	2021-05-10
2020-12-31	$1,224,223	3,491	-20.5%	Shares	Sole	2021-02-16
2020-09-30	$1,368,358	4,389	-0.5%	Shares	Sole	2020-11-05
2020-06-30	$1,300,434	4,409	-0.7%	Shares	Sole	2020-07-20
2020-03-31	$1,106,997	4,439	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.