AWM
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Avaii Wealth Management’s UnitedHealth UNH Stock Holding History

Avaii Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39M Sell
3,335
-77
-2% -$28.5K 0.41% 38
2026
Q1 		$923K Sell
3,412
-2,055
-38% -$612K 0.32% 41
2025
Q4 		$1.8M Buy
5,467
+330
+6% +$112K 0.65% 24
2025
Q3 		$1.77M Buy
5,137
+1,671
+48% +$505K 0.67% 24
2025
Q2 		$1.08M Buy
3,466
+2,822
+438% +$1.08M 0.48% 27
2025
Q1 		$337K Sell
644
-32
-5% -$16.4K 0.18% 76
2024
Q4 		$342K Sell
676
-30
-4% -$17K 0.17% 84
2024
Q3 		$413K Sell
706
-59
-8% -$33.4K 0.21% 70
2024
Q2 		$390K Sell
765
-28
-4% -$13.7K 0.22% 84
2024
Q1 		$392K Sell
793
-57
-7% -$29K 0.23% 80
2023
Q4 		$448K Sell
850
-3
-0.4% -$1.6K 0.29% 82
2023
Q3 		$430K Buy
853
+17
+2% +$8.37K 0.33% 70
2023
Q2 		$402K Buy
836
+7
+0.8% +$3.42K 0.31% 78
2023
Q1 		$392K Buy
829
+11
+1% +$5.31K 0.34% 67
2022
Q4 		$434K Buy
818
+16
+2% +$8.47K 0.39% 58
2022
Q3 		$405K Buy
802
+41
+5% +$21.6K 0.42% 55
2022
Q2 		$391K Sell
761
-27
-3% -$13.6K 0.42% 48
2022
Q1 		$402K Buy
788
+158
+25% +$76.2K 0.37% 50
2021
Q4 		$316K Buy
+630
New +$285K 0.32% 75

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Avaii Wealth Management's UNH Position: Q2 2026 in Review

Avaii Wealth Management reduced its UnitedHealth (UNH) stake by 2.3% in Q2 2026, selling an estimated $28.5K and leaving 3,335 shares worth $1.39M. The position accounts for 0.41% of the portfolio, ranked #38.

Avaii Wealth Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.8M in Q4 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Avaii Wealth Management held 3,335 shares of UnitedHealth worth $1.39M as of Q2 2026.
  • Avaii Wealth Management sold 77 UnitedHealth shares in Q2 2026, an estimated $28.5K.
  • UnitedHealth made up 0.41% of Avaii Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Avaii Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Avaii Wealth Management's UnitedHealth position peaked at $1.8M in Q4 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.