Avestar Capital’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 | $2.41M | Buy |
5,809
+820
| +16% | +$304K | 0.13% | 122 |
|
|
2026
Q1 | $1.35M | Buy |
4,989
+56
| +1% | +$16.7K | 0.09% | 176 |
|
|
2025
Q4 | $1.63M | Sell |
4,933
-558
| -10% | -$189K | 0.11% | 149 |
|
|
2025
Q3 | $1.9M | Buy |
5,491
+1,285
| +31% | +$389K | 0.12% | 137 |
|
|
2025
Q2 | $1.31M | Sell |
4,206
-2,992
| -42% | -$1.14M | 0.09% | 165 |
|
|
2025
Q1 | $3.77M | Sell |
7,198
-106
| -1% | -$54.2K | 0.33% | 63 |
|
|
2024
Q4 | $3.69M | Buy |
7,304
+518
| +8% | +$294K | 0.31% | 67 |
|
|
2024
Q3 | $3.97M | Sell |
6,786
-132
| -2% | -$74.7K | 0.41% | 54 |
|
|
2024
Q2 | $3.52M | Sell |
6,918
-55
| -0.8% | -$27K | 0.36% | 57 |
|
|
2024
Q1 | $3.45M | Buy |
6,973
+975
| +16% | +$496K | 0.36% | 57 |
|
|
2023
Q4 | $3.16M | Buy |
5,998
+766
| +15% | +$409K | 0.36% | 53 |
|
|
2023
Q3 | $2.64M | Buy |
5,232
+140
| +3% | +$68.9K | 0.38% | 55 |
|
|
2023
Q2 | $2.45M | Sell |
5,092
-59
| -1% | -$28.9K | 0.39% | 43 |
|
|
2023
Q1 | $2.43M | Sell |
5,151
-235
| -4% | -$113K | 0.43% | 43 |
|
|
2022
Q4 | $2.86M | Sell |
5,386
-401
| -7% | -$212K | 0.52% | 42 |
|
|
2022
Q3 | $2.92M | Buy |
5,787
+133
| +2% | +$69.9K | 0.74% | 35 |
|
|
2022
Q2 | $2.9M | Sell |
5,654
-3,352
| -37% | -$1.68M | 0.71% | 34 |
|
|
2022
Q1 | $4.59M | Sell |
9,006
-237
| -3% | -$114K | 0.73% | 29 |
|
|
2021
Q4 | $4.64M | Buy |
9,243
+1,685
| +22% | +$763K | 0.57% | 39 |
|
|
2021
Q3 | $2.95M | Buy |
7,558
+423
| +6% | +$175K | 0.38% | 59 |
|
|
2021
Q2 | $2.86M | Buy |
7,135
+1,440
| +25% | +$574K | 0.38% | 69 |
|
|
2021
Q1 | $2.25M | Buy |
5,695
+1,653
| +41% | +$573K | 0.5% | 34 |
|
|
2020
Q4 | $1.42M | Buy |
4,042
+1,298
| +47% | +$435K | 0.39% | 46 |
|
|
2020
Q3 | $886K | Buy |
2,744
+132
| +5% | +$40.5K | 0.29% | 75 |
|
|
2020
Q2 | $770K | Sell |
2,612
-350
| -12% | -$100K | 0.34% | 75 |
|
|
2020
Q1 | $739K | Buy |
2,962
+109
| +4% | +$30K | 0.4% | 68 |
|
|
2019
Q4 | $838K | Sell |
2,853
-143
| -5% | -$37.4K | 0.47% | 53 |
|
|
2019
Q3 | $651K | Buy |
2,996
+747
| +33% | +$180K | 0.4% | 56 |
|
|
2019
Q2 | $526K | Sell |
2,249
-63
| -3% | -$15.2K | 0.33% | 57 |
|
|
2019
Q1 | $549K | Sell |
2,312
-55
| -2% | -$14K | 0.36% | 51 |
|
|
2018
Q4 | $558K | Sell |
2,367
-133
| -5% | -$35.1K | 0.38% | 49 |
|
|
2018
Q3 | $641K | Buy |
2,500
+20
| +0.8% | +$5.2K | 0.37% | 42 |
|
|
2018
Q2 | $582K | Buy |
2,480
+355
| +17% | +$85.2K | 0.37% | 47 |
|
|
2018
Q1 | $431K | Buy |
2,125
+255
| +14% | +$58.2K | 0.28% | 54 |
|
|
2017
Q4 | $393K | Buy |
+1,870
| New | +$396K | 0.29% | 48 |
|
Other funds holding UNH
PAM
Avestar Capital's UNH Position: Q2 2026 in Review
Avestar Capital increased its UnitedHealth (UNH) stake by 16% in Q2 2026, buying an estimated $304K and bringing the position to 5,809 shares worth $2.41M. The position accounts for 0.13% of the portfolio, ranked #122.
Avestar Capital first reported a position in UNH in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.64M in Q4 2021. 1,515 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Avestar Capital held 5,809 shares of UnitedHealth worth $2.41M as of Q2 2026.
- Avestar Capital bought 820 UnitedHealth shares in Q2 2026, an estimated $304K.
- UnitedHealth made up 0.13% of Avestar Capital's portfolio in Q2 2026, its #122 holding.
- Avestar Capital first reported a position in UnitedHealth in Q4 2017 and has held it in 35 quarters since.
- Avestar Capital's UnitedHealth position peaked at $4.64M in Q4 2021.
- 1,515 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.