AWE
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Avidian Wealth Enterprises's UNH Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its UnitedHealth (UNH) stake by 5.1% in Q2 2026, buying an estimated $146K and bringing the position to 8,139 shares worth $3.38M. The position accounts for 0.09% of the portfolio, ranked #143.

Avidian Wealth Enterprises first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Avidian Wealth Enterprises held 8,139 shares of UnitedHealth worth $3.38M as of Q2 2026.
  • Avidian Wealth Enterprises bought 395 UnitedHealth shares in Q2 2026, an estimated $146K.
  • UnitedHealth made up 0.09% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #143 holding.
  • Avidian Wealth Enterprises first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.