AAS
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Avantax Advisory Services’s UnitedHealth UNH Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$24.1M Buy
77,338
+7,818
+11% +$2.99M 0.13% 121
2025
Q1 		$36.4M Buy
69,520
+1,570
+2% +$803K 0.22% 69
2024
Q4 		$34.4M Buy
67,950
+315
+0.5% +$179K 0.22% 69
2024
Q3 		$39.5M Sell
67,635
-3,867
-5% -$2.19M 0.26% 55
2024
Q2 		$36.4M Buy
71,502
+33,872
+90% +$16.6M 0.26% 54
2024
Q1 		$18.6M Buy
37,630
+5,074
+16% +$2.58M 0.17% 97
2023
Q4 		$17.1M Buy
32,556
+266
+0.8% +$142K 0.17% 100
2023
Q3 		$16.3M Sell
32,290
-74
-0.2% -$36.4K 0.18% 94
2023
Q2 		$15.6M Buy
32,364
+806
+3% +$394K 0.18% 95
2023
Q1 		$14.9M Buy
31,558
+2,087
+7% +$1.01M 0.18% 94
2022
Q4 		$15.6M Buy
29,471
+4,718
+19% +$2.5M 0.21% 81
2022
Q3 		$12.5M Buy
24,753
+1,068
+5% +$562K 0.19% 85
2022
Q2 		$12.2M Buy
23,685
+334
+1% +$168K 0.18% 86
2022
Q1 		$11.9M Buy
23,351
+3,182
+16% +$1.53M 0.16% 96
2021
Q4 		$10.1M Buy
20,169
+2,592
+15% +$1.17M 0.15% 108
2021
Q3 		$6.88M Buy
17,577
+588
+3% +$244K 0.11% 134
2021
Q2 		$6.8M Buy
16,989
+764
+5% +$305K 0.12% 130
2021
Q1 		$6.04M Sell
16,225
-158
-1% -$54.7K 0.13% 128
2020
Q4 		$5.75M Sell
16,383
-18,411
-53% -$6.17M 0.14% 119
2020
Q3 		$10.8M Buy
34,794
+20,708
+147% +$6.36M 0.17% 103
2020
Q2 		$4.16M Sell
14,086
-40
-0.3% -$11.5K 0.12% 131
2020
Q1 		$3.52M Sell
14,126
-5,187
-27% -$1.43M 0.11% 134
2019
Q4 		$5.68M Buy
19,313
+4,869
+34% +$1.27M 0.13% 103
2019
Q3 		$3.14M Buy
14,444
+6,726
+87% +$1.62M 0.13% 85
2019
Q2 		$1.88M Buy
7,718
+82
+1% +$19.7K 0.08% 125
2019
Q1 		$1.89M Sell
7,636
-1,622
-18% -$414K 0.1% 108
2018
Q4 		$2.31M Buy
+9,258
New +$2.45M 0.39% 66

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Avantax Advisory Services's UNH Position: Q2 2025 in Review

Avantax Advisory Services increased its UnitedHealth (UNH) stake by 11% in Q2 2025, buying an estimated $2.99M and bringing the position to 77,338 shares worth $24.1M. The position accounts for 0.13% of the portfolio, ranked #121.

Avantax Advisory Services first reported a position in UNH in Q4 2018 and has held it in 27 quarters since. The position peaked at $39.5M in Q3 2024. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Avantax Advisory Services held 77,338 shares of UnitedHealth worth $24.1M as of Q2 2025.
  • Avantax Advisory Services bought 7,818 UnitedHealth shares in Q2 2025, an estimated $2.99M.
  • UnitedHealth made up 0.13% of Avantax Advisory Services's portfolio in Q2 2025, its #121 holding.
  • Avantax Advisory Services first reported a position in UnitedHealth in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's UnitedHealth position peaked at $39.5M in Q3 2024.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.