Question 1

How many shares of UNH does Epoch Investment Partners, Inc. own?

Accepted Answer

As of 2026-Q2, Epoch Investment Partners, Inc. holds 75,876 shares of UNH (UNITEDHEALTH GROUP INC).

Question 2

What is Epoch Investment Partners, Inc.'s UNH position worth?

Accepted Answer

As of 2026-Q2, Epoch Investment Partners, Inc.'s UNH position is worth $31.5M.

Question 3

Is Epoch Investment Partners, Inc. buying or selling UNH?

Accepted Answer

In 2026-Q2, Epoch Investment Partners, Inc. increased their UNH position (+1.7% change in shares).

Question 4

When did Epoch Investment Partners, Inc. first buy UNH?

Accepted Answer

Based on available 13F filings, Epoch Investment Partners, Inc. first reported a position in UNH in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	75,876	+1.7%	$31.5M	0.2%	$415.63	35
2026-Q1	Decreased	74,628	-3.1%	$20.2M	0.1%	$289.21	0
2025-Q4	Increased	77,010	+18.4%	$25.4M	0.1%	$332.16	40
2025-Q3	Decreased	65,034	-40.6%	$22.5M	0.1%	$342.87	0
2025-Q2	Decreased	109,433	-82.0%	$34.1M	0.2%	$305.12	0
2025-Q1	Decreased	609,231	-14.5%	$319.1M	1.7%	$505.79	0
2024-Q4	Decreased	712,724	-8.8%	$360.5M	1.7%	$495.60	0
2024-Q3	Decreased	781,750	-9.7%	$457.1M	2.0%	$565.70	0