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Avestar Capital’s UnitedHealth UNH Stock Holding History

Avestar Capital’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
2024
Q3 		– Sell
-1,000
Closed -$509K – 507
2024
Q2 		$509K Buy
+1,000
New +$490K 0.05% 243

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

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. 1,529 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.
  • 1,529 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.