Evelyn Partners Asset Management Ltd
Position in UNH — Unitedhealth Group Inc
CIK 2065207
London, X0
Position in UNH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$64,129
-$14,107 QoQ
Shares Held
237
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026Evelyn Partners Asset Management Ltd holds $80,934 across 3 Healthcare Plans names. UNH ranks #1 (79.2% of the industry book) .
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,129 | 237 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $78,236 | 237 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $72,513 | 210 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $48,667 | 156 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $1,826,316 | 3,487 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $2,388,670 | 4,722 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||