Aventus Investment Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.31K Sell
20
-44
-69% -$16.3K 0.01% 124
2026
Q1
$17.3K Buy
64
+33
+106% +$9.83K 0.01% 101
2025
Q4
$10.2K Buy
+31
New +$10.5K 0.01% 114

Other funds holding UNH

Aventus Investment Advisors's UNH Position: Q2 2026 in Review

Aventus Investment Advisors reduced its UnitedHealth (UNH) stake by 69% in Q2 2026, selling an estimated $16.3K and leaving 20 shares worth $8.31K. The position accounts for 0.01% of the portfolio, ranked #124.

Aventus Investment Advisors first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.3K in Q1 2026. 1,131 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Aventus Investment Advisors held 20 shares of UnitedHealth worth $8.31K as of Q2 2026.
  • Aventus Investment Advisors sold 44 UnitedHealth shares in Q2 2026, an estimated $16.3K.
  • UnitedHealth made up 0.01% of Aventus Investment Advisors's portfolio in Q2 2026, its #124 holding.
  • Aventus Investment Advisors first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • Aventus Investment Advisors's UnitedHealth position peaked at $17.3K in Q1 2026.
  • 1,131 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.