Evercore Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1482689 New York, NY

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$28,613,631

+$5,705,482 QoQ

Shares Held

68,844

-18.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#470

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $29,167,462 across 3 Healthcare Plans names. UNH ranks #1 (98.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	68,844	$28,613,631
2	CI	Cigna Group	1,229	$338,810
3	ELV	Elevance Health, Inc.	556	$215,021

All Filings in UNH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,613,631	68,844	-18.7%	Shares	Sole	2026-08-14
2026-03-31	$22,908,149	84,660	-21.6%	Shares	Sole	2026-05-15
2025-12-31	$35,655,180	108,010	-25.8%	Shares	Defined	2026-02-17
2025-09-30	$50,253,235	145,535	-53.0%	Shares	Sole	2025-11-14
2025-06-30	$96,653,608	309,817	-6.9%	Shares	Defined	2025-08-14
2025-03-31	$174,263,671	332,723	-3.5%	Shares	Defined	2025-05-15
2024-12-31	$174,344,648	344,650	-0.9%	Shares	Sole	2025-02-14
2024-09-30	$203,279,787	347,677	-1.3%	Shares	Other	2024-11-14
2024-06-30	$179,314,519	352,108	+2.9%	Shares	Other	2024-08-14
2024-03-31	$169,318,494	342,265	+0.8%	Shares	Sole	2024-05-15
2023-12-31	$178,757,622	339,540	-0.1%	Shares	Other	2024-02-14
2023-09-30	$171,312,164	339,777	-1.0%	Shares	Other	2023-11-14
2023-06-30	$165,008,517	343,310	+0.1%	Shares	Sole	2023-08-04
2023-03-31	$162,045,912	342,889	-2.0%	Shares	Defined	2023-05-15
2022-12-31	$185,526,947	349,932	-0.7%	Shares	Defined	2023-02-14
2022-09-30	$177,963,469	352,375	-0.9%	Shares	Sole	2022-11-14
2022-06-30	$182,628,335	355,564	-6.1%	Shares	Other	2022-08-15
2022-03-31	$193,125,638	378,700	-0.5%	Shares	Other	2022-05-16
2021-12-31	$191,035,647	380,443	-0.9%	Shares	Defined	2022-02-14
2021-09-30	$150,006,648	383,904	-1.5%	Shares	Defined	2021-11-15
2021-06-30	$156,141,966	389,926	-0.4%	Shares	Sole	2021-08-16
2021-03-31	$145,675,077	391,526	+1.2%	Shares	Defined	2021-05-17
2020-12-31	$135,605,851	386,694	-0.1%	Shares	Defined	2021-02-16
2020-09-30	$120,674,630	387,063	+0.7%	Shares	Other	2020-11-16
2020-06-30	$113,406,504	384,494	-0.7%	Shares	Other	2020-08-13
2020-03-31	$96,543,974	387,136	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.