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Avantra Family Wealth’s UnitedHealth UNH Stock Holding History

Avantra Family Wealth’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 		$713K Buy
+1,715
New +$636K 0.45% 65
2025
Q1 		– Sell
-1,058
Closed -$535K – 169
2024
Q4 		$535K Buy
+1,058
New +$601K 0.5% 62

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Avantra Family Wealth's UNH Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in UnitedHealth (UNH) in Q2 2026: 1,715 shares worth $713K. The stake represents 0.45% of the portfolio and ranks #65 among its holdings. This is a return to the name: Avantra Family Wealth previously reported a position in UNH as recently as Q4 2024.

Avantra Family Wealth first reported a position in UNH in Q4 2024 and has held it in 2 quarters since. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Avantra Family Wealth held 1,715 shares of UnitedHealth worth $713K as of Q2 2026.
  • UnitedHealth was a new Avantra Family Wealth position in Q2 2026.
  • UnitedHealth made up 0.45% of Avantra Family Wealth's portfolio in Q2 2026, its #65 holding.
  • Avantra Family Wealth first reported a position in UnitedHealth in Q4 2024 and has held it in 2 quarters since.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.