Aviso Financial’s UnitedHealth UNH Stock Holding History

Aviso Financial’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 Q1	$2.48M	Sell	9,151 -207	-2%	-$61.6K	0.09%	98
2025 Q4	$3.09M	Sell	9,358 -3,517	-27%	-$1.19M	0.12%	87
2025 Q3	$4.45M	Buy	12,875 +73	+0.6%	+$22.1K	0.18%	66
2025 Q2	$3.99M	Sell	12,802 -109,834	-90%	-$42M	0.18%	70
2025 Q1	$64.2M	Buy	122,636 +2,612	+2%	+$1.34M	3.17%	10
2024 Q4	$60.7M	Buy	120,024 +1,419	+1%	+$806K	3.07%	12
2024 Q3	$69.3M	Buy	118,605 +2,320	+2%	+$1.31M	3.44%	8
2024 Q2	$59.2M	Buy	+116,285	New	+$57M	3.3%	9

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aviso Financial's UNH Position: Q1 2026 in Review

Aviso Financial reduced its UnitedHealth (UNH) stake by 2.2% in Q1 2026, selling an estimated $61.6K and leaving 9,151 shares worth $2.48M. The position accounts for 0.09% of the portfolio, ranked #98.

Aviso Financial first reported a position in UNH in Q2 2024 and has held it in 8 quarters since. The position peaked at $69.3M in Q3 2024. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Aviso Financial held 9,151 shares of UnitedHealth worth $2.48M as of Q1 2026.
Aviso Financial sold 207 UnitedHealth shares in Q1 2026, an estimated $61.6K.
UnitedHealth made up 0.09% of Aviso Financial's portfolio in Q1 2026, its #98 holding.
Aviso Financial first reported a position in UnitedHealth in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's UnitedHealth position peaked at $69.3M in Q3 2024.
3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.