Evelyn Partners Investment Management LLP
Position in UNH — Unitedhealth Group Inc
CIK 2065206
London, X0
Position in UNH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$25,843,780
-$29,264,453 QoQ
Shares Held
95,509
-42.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026Evelyn Partners Investment Management LLP holds $26,027,473 across 3 Healthcare Plans names. UNH ranks #1 (99.3% of the industry book) .
All Filings in UNH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,843,780 | 95,509 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,108,233 | 166,939 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $57,247,977 | 165,792 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $56,485,288 | 181,060 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $99,719,905 | 190,396 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $91,393,220 | 180,669 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||