Position in UNH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,743,607
+$3,306,102 QoQ
Shares Held
21,037
+4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#788
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 58%
Shared 42%
None 1%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $17,672,280 across 8 Healthcare Plans names. UNH ranks #1 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
21,037 | $8,743,607 | |
| 2 | CVS |
CVS HEALTH Corp
|
21,647 | $2,239,381 | |
| 3 | CI |
Cigna Group
|
6,580 | $1,813,973 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
6,914 | $1,581,231 | |
| 5 | HUM |
Humana Inc
|
2,867 | $1,138,828 | |
| 6 | ELV |
Elevance Health, Inc.
|
2,426 | $938,206 | |
| 7 | CLOV |
Clover Health Investments, Corp. /De
|
142,078 | $744,488 | |
| 8 | CNC |
Centene Corp
|
7,362 | $472,566 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,743,607 | 21,037 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,437,505 | 20,095 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,992,486 | 18,153 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,860,075 | 19,867 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $5,346,541 | 17,138 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $9,357,841 | 17,867 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $8,925,898 | 17,645 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $10,565,167 | 18,070 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,985,382 | 17,644 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $8,105,659 | 16,385 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $9,255,869 | 17,581 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $8,463,333 | 16,786 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $7,818,570 | 16,267 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $7,558,131 | 15,993 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,399,030 | 17,728 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,285,180 | 16,405 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,917,092 | 15,414 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $8,647,561 | 16,957 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,452,522 | 16,833 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $6,491,754 | 16,614 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,159,568 | 15,382 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,704,577 | 15,332 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,206,896 | 14,848 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,830,876 | 15,495 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,474,096 | 15,169 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,563,141 | 14,288 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||