AWM
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Avior Wealth Management’s UnitedHealth UNH Stock Holding History

Avior Wealth Management’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 		$4.18M Buy
10,068
+289
+3% +$107K 0.11% 166
2026
Q1 		$2.65M Sell
9,779
-301
-3% -$89.6K 0.08% 205
2025
Q4 		$3.33M Sell
10,080
-258
-2% -$87.4K 0.1% 149
2025
Q3 		$3.57M Buy
10,338
+218
+2% +$65.9K 0.12% 134
2025
Q2 		$3.16M Buy
10,120
+2,282
+29% +$872K 0.11% 142
2025
Q1 		$4.1M Sell
7,838
-2,072
-21% -$1.06M 0.16% 110
2024
Q4 		$5.01M Sell
9,910
-1,380
-12% -$784K 0.18% 95
2024
Q3 		$6.6M Buy
11,290
+161
+1% +$91.1K 0.26% 70
2024
Q2 		$5.66M Sell
11,129
-1,663
-13% -$815K 0.24% 74
2024
Q1 		$6.33M Buy
12,792
+3,877
+43% +$1.97M 0.29% 67
2023
Q4 		$4.69M Sell
8,915
-162
-2% -$86.4K 0.28% 71
2023
Q3 		$4.58M Buy
9,077
+26
+0.3% +$12.8K 0.31% 67
2023
Q2 		$4.35M Sell
9,051
-92
-1% -$45K 0.28% 69
2023
Q1 		$4.32M Sell
9,143
-5
-0.1% -$2.41K 0.3% 69
2022
Q4 		$4.85M Sell
9,148
-198
-2% -$105K 0.37% 61
2022
Q3 		$4.72M Sell
9,346
-1,197
-11% -$629K 0.39% 51
2022
Q2 		$5.41M Sell
10,543
-981
-9% -$493K 0.55% 35
2022
Q1 		$5.88M Sell
11,524
-108
-0.9% -$52.1K 0.51% 39
2021
Q4 		$5.84M Sell
11,632
-296
-2% -$134K 0.48% 45
2021
Q3 		$4.66M Sell
11,928
-237
-2% -$98.2K 0.38% 56
2021
Q2 		$4.87M Sell
12,165
-17
-0.1% -$6.78K 0.49% 45
2021
Q1 		$4.53M Sell
12,182
-21
-0.2% -$7.28K 0.48% 44
2020
Q4 		$4.28M Sell
12,203
-168
-1% -$56.3K 0.53% 41
2020
Q3 		$3.86M Buy
12,371
+177
+1% +$54.4K 0.55% 38
2020
Q2 		$3.6M Sell
12,194
-850
-7% -$244K 0.56% 38
2020
Q1 		$3.25M Buy
13,044
+177
+1% +$48.7K 0.64% 36
2019
Q4 		$3.78M Buy
12,867
+239
+2% +$62.5K 0.61% 38
2019
Q3 		$2.74M Sell
12,628
-359
-3% -$86.6K 0.48% 53
2019
Q2 		$3.17M Buy
12,987
+1,409
+12% +$339K 0.57% 46
2019
Q1 		$2.82M Buy
11,578
+287
+3% +$73.2K 0.6% 41
2018
Q4 		$2.76M Sell
11,291
-945
-8% -$250K 0.67% 36
2018
Q3 		$3.2M Sell
12,236
-288
-2% -$74.9K 0.68% 35
2018
Q2 		$3.03M Sell
12,524
-923
-7% -$222K 0.68% 35
2018
Q1 		$2.86M Sell
13,447
-1,499
-10% -$342K 0.66% 36
2017
Q4 		$3.27M Buy
14,946
+4,449
+42% +$943K 0.73% 32
2017
Q3 		$2M Buy
10,497
+252
+2% +$48.7K 0.66% 42
2017
Q2 		$1.86M Sell
10,245
-547
-5% -$95.9K 0.76% 34
2017
Q1 		$1.75M Sell
10,792
-228
-2% -$37.3K 0.58% 48
2016
Q4 		$1.74M Sell
11,020
-58
-0.5% -$8.66K 0.65% 41
2016
Q3 		$1.55M Buy
11,078
+706
+7% +$98.9K 0.61% 47
2016
Q2 		$1.46M Sell
10,372
-105
-1% -$14K 0.62% 43
2016
Q1 		$1.35M Buy
10,477
+464
+5% +$54.9K 0.6% 50
2015
Q4 		$1.18M Buy
10,013
+255
+3% +$29.8K 0.64% 43
2015
Q3 		$1.13M Buy
9,758
+8,530
+695% +$1.02M 0.66% 39
2015
Q2 		$149K Hold
1,228
– – 0.12% 77
2015
Q1 		$145K Buy
1,228
+150
+14% +$16.7K 0.11% 77
2014
Q4 		$109K Hold
1,078
– – 0.09% 91
2014
Q3 		$93K Hold
1,078
– – 0.08% 99
2014
Q2 		$88K Hold
1,078
– – 0.07% 101
2014
Q1 		$88K Buy
+1,078
New +$81.1K 0.07% 92

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

Avior Wealth Management's UNH Position: Q2 2026 in Review

Avior Wealth Management increased its UnitedHealth (UNH) stake by 3% in Q2 2026, buying an estimated $107K and bringing the position to 10,068 shares worth $4.18M. The position accounts for 0.11% of the portfolio, ranked #166.

Avior Wealth Management first reported a position in UNH in Q1 2014 and has held it in 50 quarters since. The position peaked at $6.6M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Avior Wealth Management held 10,068 shares of UnitedHealth worth $4.18M as of Q2 2026.
  • Avior Wealth Management bought 289 UnitedHealth shares in Q2 2026, an estimated $107K.
  • UnitedHealth made up 0.11% of Avior Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Avior Wealth Management first reported a position in UnitedHealth in Q1 2014 and has held it in 50 quarters since.
  • Avior Wealth Management's UnitedHealth position peaked at $6.6M in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.