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Avalon Trust’s UnitedHealth UNH Stock Holding History

Avalon Trust’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 		$51.5K Buy
124
+11
+10% +$4.08K ﹤0.01% 276
2026
Q1 		$30.6K Sell
113
-63
-36% -$18.8K ﹤0.01% 333
2025
Q4 		$58.1K Sell
176
-100
-36% -$33.9K ﹤0.01% 261
2025
Q3 		$95.3K Buy
276
+163
+144% +$49.3K 0.01% 239
2025
Q2 		$35.2K Sell
113
-2,111
-95% -$807K ﹤0.01% 287
2025
Q1 		$1.16M Sell
2,224
-531
-19% -$271K 0.09% 68
2024
Q4 		$1.39M Buy
2,755
+152
+6% +$86.4K 0.1% 65
2024
Q3 		$1.52M Sell
2,603
-561
-18% -$317K 0.11% 60
2024
Q2 		$1.61M Sell
3,164
-993
-24% -$487K 0.13% 59
2024
Q1 		$2.06M Buy
4,157
+2,333
+128% +$1.19M 0.17% 54
2023
Q4 		$960K Hold
1,824
– – 0.09% 68
2023
Q3 		$920K Sell
1,824
-64
-3% -$31.5K 0.09% 67
2023
Q2 		$907K Hold
1,888
– – 0.08% 71
2023
Q1 		$892K Buy
+1,888
New +$911K 0.09% 69

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 $3.38T AUM 44.17% 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

Avalon Trust's UNH Position: Q2 2026 in Review

Avalon Trust increased its UnitedHealth (UNH) stake by 9.7% in Q2 2026, buying an estimated $4.08K and bringing the position to 124 shares worth $51.5K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Avalon Trust first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.06M in Q1 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Avalon Trust held 124 shares of UnitedHealth worth $51.5K as of Q2 2026.
  • Avalon Trust bought 11 UnitedHealth shares in Q2 2026, an estimated $4.08K.
  • UnitedHealth made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #276 holding.
  • Avalon Trust first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
  • Avalon Trust's UnitedHealth position peaked at $2.06M in Q1 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.