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Disclosery

Evelyn Partners Group Ltd: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evelyn Partners Group Ltd on UNH, newest first. How the timeline and the estimate are built.

Evelyn Partners Group Ltd held 97,967 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,967 shares
    Change vs previous 13F -4,366 shares

    0.09% of the 13F portfolio, value $40,718,050.

    13F-HR 0001420506-26-001454 filed by Evelyn Partners Group Ltd
    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 102,333 shares
    Change vs previous 13F -71,294 shares

    0.56% of the 13F portfolio, value $27,690,286.

    13F-HR 0001420506-26-001051 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 6,587 shares
    • Evelyn Partners Investment Management LLP: 95,509 shares
    • Evelyn Partners Asset Management Ltd: 237 shares

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

  3. period ended2025-12-31
    13F 173,627 shares
    Change vs previous 13F +2,209 shares

    1.18% of the 13F portfolio, value $57,316,009.

    13F-HR 0001420506-26-000370 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 6,451 shares
    • Evelyn Partners Investment Management LLP: 166,939 shares
    • Evelyn Partners Asset Management Ltd: 237 shares

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

  4. period ended2025-09-30
    13F 171,418 shares
    Change vs previous 13F -15,320 shares

    1.26% of the 13F portfolio, value $59,190,634.

    13F-HR 0001420506-25-003426 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 5,416 shares
    • Evelyn Partners Investment Management LLP: 165,792 shares
    • Evelyn Partners Asset Management Ltd: 210 shares

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

  5. period ended2025-06-30
    13F/A 186,738 shares
    Change vs previous 13F -23,330 shares

    1.35% of the 13F portfolio, value $58,256,653.

    13F-HR/A 0001420506-25-003504 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 5,522 shares
    • Evelyn Partners Investment Management LLP: 181,060 shares
    • Evelyn Partners Asset Management Ltd: 156 shares

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

  6. period ended2025-03-31
    13F/A 210,068 shares
    Change vs previous 13F +10,618 shares

    2.77% of the 13F portfolio, value $110,023,115.

    13F-HR/A 0001420506-25-003530 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 16,185 shares
    • Evelyn Partners Investment Management LLP: 190,396 shares
    • Evelyn Partners Asset Management Ltd: 3,487 shares

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

  7. period ended2024-12-31
    13F 199,450 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $100,893,775.

    13F-HR 0001420506-25-003538 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 14,059 shares
    • Evelyn Partners Investment Management LLP: 180,669 shares
    • Evelyn Partners Asset Management Ltd: 4,722 shares

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