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Evercore Wealth Management, LLC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evercore Wealth Management, LLC on UNH, newest first. How the timeline and the estimate are built.

Evercore Wealth Management, LLC held 68,844 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,844 shares
    Change vs previous 13F -15,816 shares

    0.4% of the 13F portfolio, value $28,613,632.

    13F-HR 0001172661-26-003500 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 84,660 shares
    Change vs previous 13F -23,350 shares

    0.36% of the 13F portfolio, value $22,908,149.

    13F-HR 0001172661-26-002269 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 108,010 shares
    Change vs previous 13F -37,525 shares

    0.52% of the 13F portfolio, value $35,655,181.

    13F-HR 0001172661-26-000920 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 145,535 shares
    Change vs previous 13F -164,282 shares

    0.74% of the 13F portfolio, value $50,253,235.

    13F-HR 0001172661-25-004885 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 309,817 shares
    Change vs previous 13F -22,906 shares

    1.5% of the 13F portfolio, value $96,653,609.

    13F-HR 0001172661-25-003437 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 332,723 shares
    Change vs previous 13F -11,927 shares

    2.81% of the 13F portfolio, value $174,263,671.

    13F-HR 0001172661-25-002000 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 344,650 shares
    Change vs previous 13F -3,027 shares

    2.61% of the 13F portfolio, value $174,344,649.

    13F-HR 0001172661-25-000946 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 347,677 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $203,279,789.

    13F-HR 0001172661-24-004741 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).