AWE
UNH icon

Avidian Wealth Enterprises’s UnitedHealth UNH Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$2.98M Sell
8,126
-13
-0.2% -$5.23K 0.08% 156
2026
Q2 		$3.38M Buy
8,139
+395
+5% +$146K 0.09% 143
2026
Q1 		$2.1M Buy
7,744
+4,203
+119% +$1.25M 0.07% 184
2025
Q4 		$1.17M Buy
3,541
+166
+5% +$56.3K 0.04% 205
2025
Q3 		$1.17M Buy
3,375
+1,639
+94% +$496K 0.04% 200
2025
Q2 		$542K Sell
1,736
-713
-29% -$273K 0.02% 316
2025
Q1 		$1.28M Buy
2,449
+39
+2% +$19.9K 0.06% 167
2024
Q4 		$1.22M Sell
2,410
-712
-23% -$405K 0.05% 163
2024
Q3 		$1.83M Sell
3,122
-74
-2% -$41.9K 0.08% 128
2024
Q2 		$1.63M Buy
3,196
+802
+34% +$393K 0.07% 138
2024
Q1 		$1.18M Buy
2,394
+571
+31% +$290K 0.06% 144
2023
Q4 		$960K Buy
1,823
+93
+5% +$49.6K 0.06% 173
2023
Q3 		$872K Buy
1,730
+25
+1% +$12.3K 0.06% 180
2023
Q2 		$820K Sell
1,705
-2,377
-58% -$1.16M 0.05% 208
2023
Q1 		$1.93M Sell
4,082
-117
-3% -$56.5K 0.11% 141
2022
Q4 		$2.23M Buy
4,199
+258
+7% +$137K 0.15% 118
2022
Q3 		$1.99M Sell
3,941
-7
-0.2% -$3.68K 0.14% 98
2022
Q2 		$2.03M Buy
3,948
+872
+28% +$438K 0.14% 112
2022
Q1 		$1.57M Buy
3,076
+258
+9% +$124K 0.1% 139
2021
Q4 		$1.42M Buy
2,818
+979
+53% +$443K 0.09% 145
2021
Q3 		$719K Buy
1,839
+141
+8% +$58.4K 0.05% 165
2021
Q2 		$680K Sell
1,698
-103
-6% -$41.1K 0.05% 172
2021
Q1 		$670K Buy
1,801
+158
+10% +$54.7K 0.06% 165
2020
Q4 		$576K Buy
1,643
+253
+18% +$84.8K 0.05% 163
2020
Q3 		$433K Buy
1,390
+485
+54% +$149K 0.05% 174
2020
Q2 		$267K Buy
+905
New +$259K 0.04% 215
2020
Q1 		– Sell
-832
Closed -$244K – 254
2019
Q4 		$244K Buy
+832
New +$218K 0.03% 199

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Avidian Wealth Enterprises's UNH Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its UnitedHealth (UNH) stake by 0.16% in Q3 2026, selling an estimated $5.23K and leaving 8,126 shares worth $2.98M. The position accounts for 0.08% of the portfolio, ranked #156.

Avidian Wealth Enterprises first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.38M in Q2 2026. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Avidian Wealth Enterprises held 8,126 shares of UnitedHealth worth $2.98M as of Q3 2026.
  • Avidian Wealth Enterprises sold 13 UnitedHealth shares in Q3 2026, an estimated $5.23K.
  • UnitedHealth made up 0.08% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #156 holding.
  • Avidian Wealth Enterprises first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's UnitedHealth position peaked at $3.38M in Q2 2026.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.