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UNH icon

Avion Wealth’s UnitedHealth UNH Stock Holding History

Avion Wealth’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 		$359K Buy
866
+65
+8% +$24.1K 0.07% 72
2026
Q1 		$216K Buy
801
+157
+24% +$46.8K 0.04% 99
2025
Q4 		$212K Buy
644
+147
+30% +$49.8K 0.04% 98
2025
Q3 		$171K Buy
497
+147
+42% +$44.5K 0.04% 112
2025
Q2 		$109K Buy
350
+104
+42% +$39.7K 0.02% 137
2025
Q1 		$124K Hold
246
– – 0.03% 121
2024
Q4 		$124K Sell
246
-3
-1% -$1.71K 0.03% 121
2024
Q3 		$145K Buy
249
+12
+5% +$6.79K 0.04% 94
2024
Q2 		$120K Buy
237
+45
+23% +$22.1K 0.03% 103
2024
Q1 		$96K Sell
192
-30
-14% -$15.3K 0.03% 123
2023
Q4 		$117K Buy
222
+11
+5% +$5.87K 0.03% 101
2023
Q3 		$106K Buy
211
+27
+15% +$13.3K 0.03% 103
2023
Q2 		$87K Buy
184
+14
+8% +$6.85K 0.02% 118
2023
Q1 		$90K Buy
170
+11
+7% +$5.31K 0.02% 108
2022
Q4 		$80K Hold
159
– – 0.02% 117
2022
Q3 		$80K Hold
159
– – 0.02% 117
2022
Q2 		$82K Buy
159
+6
+4% +$3.01K 0.03% 104
2022
Q1 		$78K Hold
153
– – 0.02% 99
2021
Q4 		$77K Sell
153
-42
-22% -$19K 0.02% 101
2021
Q3 		$76K Hold
195
– – 0.02% 97
2021
Q2 		$78K Hold
195
– – 0.02% 95
2021
Q1 		$73K Sell
195
-258
-57% -$89.4K 0.03% 98
2020
Q4 		$159K Buy
453
+261
+136% +$87.5K 0.05% 49
2020
Q3 		$60K Hold
192
– – 0.02% 85
2020
Q2 		$57K Hold
192
– – 0.02% 81
2020
Q1 		$48K Buy
+192
New +$52.8K 0.02% 87

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Avion Wealth's UNH Position: Q2 2026 in Review

Avion Wealth increased its UnitedHealth (UNH) stake by 8.1% in Q2 2026, buying an estimated $24.1K and bringing the position to 866 shares worth $359K. The position accounts for 0.07% of the portfolio, ranked #72.

Avion Wealth first reported a position in UNH in Q1 2020 and has held it in 26 quarters since. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Avion Wealth held 866 shares of UnitedHealth worth $359K as of Q2 2026.
  • Avion Wealth bought 65 UnitedHealth shares in Q2 2026, an estimated $24.1K.
  • UnitedHealth made up 0.07% of Avion Wealth's portfolio in Q2 2026, its #72 holding.
  • Avion Wealth first reported a position in UnitedHealth in Q1 2020 and has held it in 26 quarters since.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.