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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
Q2 		$3.72M Sell
8,943
-208
-2% -$77.1K 0.13% 76
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
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

Aviso Financial's UNH Position: Q2 2026 in Review

Aviso Financial reduced its UnitedHealth (UNH) stake by 2.3% in Q2 2026, selling an estimated $77.1K and leaving 8,943 shares worth $3.72M. The position accounts for 0.13% of the portfolio, ranked #76.

Aviso Financial first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. The position peaked at $69.3M in Q3 2024. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Aviso Financial held 8,943 shares of UnitedHealth worth $3.72M as of Q2 2026.
  • Aviso Financial sold 208 UnitedHealth shares in Q2 2026, an estimated $77.1K.
  • UnitedHealth made up 0.13% of Aviso Financial's portfolio in Q2 2026, its #76 holding.
  • Aviso Financial first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's UnitedHealth position peaked at $69.3M in Q3 2024.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.