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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Avaii Wealth Management's UNH Position: Q1 2026 in Review

Avaii Wealth Management reduced its UnitedHealth (UNH) stake by 38% in Q1 2026, selling an estimated $612K and leaving 3,412 shares worth $923K. The position accounts for 0.32% of the portfolio, ranked #41.

Avaii Wealth Management first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.8M in Q4 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Avaii Wealth Management held 3,412 shares of UnitedHealth worth $923K as of Q1 2026.
  • Avaii Wealth Management sold 2,055 UnitedHealth shares in Q1 2026, an estimated $612K.
  • UnitedHealth made up 0.32% of Avaii Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Avaii Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Avaii Wealth Management's UnitedHealth position peaked at $1.8M in Q4 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.