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Aventura Private Wealth’s UnitedHealth UNH Stock Holding History

Aventura Private 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 		$2.42M Buy
5,817
+185
+3% +$68.6K 0.74% 26
2026
Q1 		$1.52M Sell
5,632
-111
-2% -$33.1K 0.56% 32
2025
Q4 		$1.9M Sell
5,743
-457
-7% -$155K 0.68% 26
2025
Q3 		$2.14M Buy
6,200
+647
+12% +$196K 0.79% 25
2025
Q2 		$1.73M Buy
5,553
+357
+7% +$136K 0.75% 25
2025
Q1 		$2.72M Buy
5,196
+42
+0.8% +$21.5K 1.43% 13
2024
Q4 		$2.61M Buy
+5,154
New +$2.93M 1.4% 12

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 $3.37T AUM 44.26% 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

Aventura Private Wealth's UNH Position: Q2 2026 in Review

Aventura Private Wealth increased its UnitedHealth (UNH) stake by 3.3% in Q2 2026, buying an estimated $68.6K and bringing the position to 5,817 shares worth $2.42M. The position accounts for 0.74% of the portfolio, ranked #26.

Aventura Private Wealth first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.72M in Q1 2025. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Aventura Private Wealth held 5,817 shares of UnitedHealth worth $2.42M as of Q2 2026.
  • Aventura Private Wealth bought 185 UnitedHealth shares in Q2 2026, an estimated $68.6K.
  • UnitedHealth made up 0.74% of Aventura Private Wealth's portfolio in Q2 2026, its #26 holding.
  • Aventura Private Wealth first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's UnitedHealth position peaked at $2.72M in Q1 2025.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.