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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
980
Value
$407.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026980$407.3K<0.1%−84−7.9%ReducedHolders
Q1 20261,064$287.9K<0.1%+50+4.9%AddedHolders
Q4 20251,014$334.7K<0.1%−1,181−53.8%ReducedHolders
Q3 20252,195$757.9K0.1%−34−1.5%ReducedHolders
Q2 20252,229$695.4K0.1%−184−7.6%ReducedHolders
Q1 20252,413$1.26M0.2%+29+1.2%AddedHolders
Q4 20242,384$1.21M0.2%−128−5.1%ReducedHolders
Q3 20242,512$1.47M0.2%−36−1.4%ReducedHolders
Q2 20242,548$1.30M0.2%−22−0.9%ReducedHolders
Q1 20242,570$1.27M0.2%−54−2.1%ReducedHolders
Q4 20232,624$1.38M0.3%−737−21.9%ReducedHolders
Q3 20233,361$1.69M0.3%+91+2.8%AddedHolders
Q2 20233,270$1.57M0.3%−112−3.3%ReducedHolders
Q1 20233,382$1.60M0.3%+41+1.2%AddedHolders
Q4 20223,341$1.77M0.4%−38−1.1%ReducedHolders
Q3 20223,379$1.71M0.3%+174+5.4%AddedHolders
Q2 20223,205$1.65M0.3%+168+5.5%AddedHolders
Q1 20223,037$1.55M0.3%+196+6.9%AddedHolders
Q4 20212,841$1.43M0.3%−180−6.0%ReducedHolders
Q3 20213,021$1.18M0.2%−458−13.2%ReducedHolders
Q2 20213,479$1.39M0.3%+10.0%AddedHolders
Q1 20213,478$1.29M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.