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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Avalon Trust's UNH Position: Q1 2026 in Review

Avalon Trust reduced its UnitedHealth (UNH) stake by 36% in Q1 2026, selling an estimated $18.8K and leaving 113 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Avalon Trust first reported a position in UNH in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.06M in Q1 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Avalon Trust held 113 shares of UnitedHealth worth $30.6K as of Q1 2026.
Avalon Trust sold 63 UnitedHealth shares in Q1 2026, an estimated $18.8K.
UnitedHealth made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #333 holding.
Avalon Trust first reported a position in UnitedHealth in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's UnitedHealth position peaked at $2.06M in Q1 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.