Aviance Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.58M | Buy |
16,921
+647
| +4% | +$193K | 0.54% | 45 |
|
|
2025
Q4 | $5.37M | Buy |
16,274
+1,707
| +12% | +$578K | 0.62% | 33 |
|
|
2025
Q3 | $5.03M | Buy |
14,567
+13,444
| +1,197% | +$4.07M | 0.6% | 35 |
|
|
2025
Q2 | $350K | Sell |
1,123
-1,768
| -61% | -$676K | 0.05% | 268 |
|
|
2025
Q1 | $1.51M | Sell |
2,891
-185
| -6% | -$94.6K | 0.21% | 107 |
|
|
2024
Q4 | $1.56M | Sell |
3,076
-124
| -4% | -$70.5K | 0.22% | 106 |
|
|
2024
Q3 | $1.87M | Sell |
3,200
-49
| -2% | -$27.7K | 0.25% | 96 |
|
|
2024
Q2 | $1.65M | Sell |
3,249
-522
| -14% | -$256K | 0.24% | 103 |
|
|
2024
Q1 | $1.87M | Buy |
3,771
+2,870
| +319% | +$1.46M | 0.28% | 90 |
|
|
2023
Q4 | $474K | Buy |
901
+172
| +24% | +$91.7K | 0.1% | 176 |
|
|
2023
Q3 | $367K | Sell |
729
-8
| -1% | -$3.94K | 0.08% | 188 |
|
|
2023
Q2 | $354K | Buy |
737
+1
| +0.1% | +$489 | 0.07% | 204 |
|
|
2023
Q1 | $348K | Sell |
736
-11
| -1% | -$5.31K | 0.08% | 200 |
|
|
2022
Q4 | $396K | Buy |
747
+262
| +54% | +$139K | 0.09% | 195 |
|
|
2022
Q3 | $245K | Sell |
485
-69
| -12% | -$36.3K | 0.06% | 229 |
|
|
2022
Q2 | $285K | Sell |
554
-49
| -8% | -$24.6K | 0.06% | 223 |
|
|
2022
Q1 | $308K | Sell |
603
-100
| -14% | -$48.2K | 0.06% | 214 |
|
|
2021
Q4 | $353K | Sell |
703
-23
| -3% | -$10.4K | 0.06% | 210 |
|
|
2021
Q3 | $284K | Sell |
726
-244
| -25% | -$101K | 0.05% | 223 |
|
|
2021
Q2 | $389K | Buy |
970
+88
| +10% | +$35.1K | 0.07% | 204 |
|
|
2021
Q1 | $328K | Sell |
882
-80
| -8% | -$27.7K | 0.06% | 225 |
|
|
2020
Q4 | $337K | Sell |
962
-17
| -2% | -$5.7K | 0.07% | 216 |
|
|
2020
Q3 | $305K | Sell |
979
-87
| -8% | -$26.7K | 0.07% | 207 |
|
|
2020
Q2 | $314K | Sell |
1,066
-66
| -6% | -$18.9K | 0.08% | 195 |
|
|
2020
Q1 | $282K | Sell |
1,132
-15
| -1% | -$4.13K | 0.09% | 179 |
|
|
2019
Q4 | $337K | Sell |
1,147
-192
| -14% | -$50.2K | 0.09% | 189 |
|
|
2019
Q3 | $291K | Buy |
1,339
+180
| +16% | +$43.4K | 0.09% | 192 |
|
|
2019
Q2 | $283K | Sell |
1,159
-15
| -1% | -$3.61K | 0.08% | 198 |
|
|
2019
Q1 | $290K | Buy |
1,174
+96
| +9% | +$24.5K | 0.08% | 187 |
|
|
2018
Q4 | $268K | Buy |
1,078
+11
| +1% | +$2.91K | 0.09% | 186 |
|
|
2018
Q3 | $284K | Buy |
1,067
+148
| +16% | +$38.5K | 0.07% | 197 |
|
|
2018
Q2 | $225K | Buy |
+919
| New | +$221K | 0.07% | 208 |
|
|
2015
Q2 | – | Sell |
-9,205
| Closed | -$1.09M | – | 214 |
|
|
2015
Q1 | $1.09M | Sell |
9,205
-1,066
| -10% | -$118K | 0.4% | 66 |
|
|
2014
Q4 | $1.04M | Buy |
10,271
+611
| +6% | +$57.9K | 0.39% | 69 |
|
|
2014
Q3 | $833K | Buy |
9,660
+4,529
| +88% | +$383K | 0.31% | 97 |
|
|
2014
Q2 | $419K | Buy |
5,131
+455
| +10% | +$35.8K | 0.16% | 160 |
|
|
2014
Q1 | $383K | Buy |
+4,676
| New | +$352K | 0.16% | 156 |
|
Other funds holding UNH
VCM
VPM
Aviance Capital Partners's UNH Position: Q1 2026 in Review
Aviance Capital Partners increased its UnitedHealth (UNH) stake by 4% in Q1 2026, buying an estimated $193K and bringing the position to 16,921 shares worth $4.58M. The position accounts for 0.54% of the portfolio, ranked #45.
Aviance Capital Partners first reported a position in UNH in Q1 2014 and has held it in 37 quarters since. The position peaked at $5.37M in Q4 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Aviance Capital Partners held 16,921 shares of UnitedHealth worth $4.58M as of Q1 2026.
- Aviance Capital Partners bought 647 UnitedHealth shares in Q1 2026, an estimated $193K.
- UnitedHealth made up 0.54% of Aviance Capital Partners's portfolio in Q1 2026, its #45 holding.
- Aviance Capital Partners first reported a position in UnitedHealth in Q1 2014 and has held it in 37 quarters since.
- Aviance Capital Partners's UnitedHealth position peaked at $5.37M in Q4 2025.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.