EVOLUTION WEALTH MANAGEMENT INC.
Position in UNH — Unitedhealth Group Inc
CIK 2010029
FORT MYERS, FL
Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$69,825
+$34,919 QoQ
Shares Held
168
+30.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#3,174
of 3,349 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $92,024 across 4 Healthcare Plans names. UNH ranks #1 (75.9% of the industry book) .
All Filings in UNH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,825 | 168 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $34,906 | 129 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $21,457 | 65 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,524 | 16 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $17,782 | 57 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||