Evergreen Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1965292 Williamston, MI

Position in UNH

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,502,508

+$911,169 QoQ

Shares Held

6,021

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.99%

of 13F equity value

Holder Rank

#1,287

of 3,349 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Evergreen Wealth Management, LLC holds $9,259,841 across 2 Healthcare Plans names. UNH ranks #2 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ELV	Elevance Health, Inc.	17,473	$6,757,333
2	UNH	Unitedhealth Group Inc This page	6,021	$2,502,508

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,502,508	6,021	+2.4%	Shares	Sole	2026-07-31
2026-03-31	$1,591,339	5,881	+1.2%	Shares	Sole	2026-05-04
2025-12-31	$1,919,259	5,814	+1.4%	Shares	Sole	2026-02-06
2025-09-30	$1,980,640	5,736	+79.9%	Shares	Sole	2025-11-03
2025-06-30	$994,560	3,188	+0.5%	Shares	Sole	2025-08-04
2025-03-31	$1,661,858	3,173	+22.3%	Shares	Sole	2025-05-05
2024-12-31	$1,312,200	2,594	-0.6%	Shares	Sole	2025-01-31
2024-09-30	$1,525,430	2,609	+28.4%	Shares	Sole	2024-11-06
2024-06-30	$1,034,816	2,032	0.0%	Shares	Sole	2024-07-26
2024-03-31	$1,005,230	2,032	0.0%	Shares	Sole	2024-05-03
2023-12-31	$1,069,787	2,032	+1.8%	Shares	Sole	2024-02-06
2023-09-30	$1,006,867	1,997	+1.3%	Shares	Sole	2023-11-14
2023-06-30	$947,822	1,972	+14.0%	Shares	Sole	2023-08-03
2023-03-31	$817,580	1,730	-0.4%	Shares	Sole	2023-04-25
2022-12-31	$920,922	1,737	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.