Aviso Financial
UNH icon

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
Q3 		$2.95M Sell
8,045
-898
-10% -$362K 0.1% 84
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Aviso Financial's UNH Position: Q3 2026 in Review

Aviso Financial reduced its UnitedHealth (UNH) stake by 10% in Q3 2026, selling an estimated $362K and leaving 8,045 shares worth $2.95M. The position accounts for 0.1% of the portfolio, ranked #84.

Aviso Financial first reported a position in UNH in Q2 2024 and has held it in 10 quarters since. The position peaked at $69.3M in Q3 2024. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Aviso Financial held 8,045 shares of UnitedHealth worth $2.95M as of Q3 2026.
  • Aviso Financial sold 898 UnitedHealth shares in Q3 2026, an estimated $362K.
  • UnitedHealth made up 0.1% of Aviso Financial's portfolio in Q3 2026, its #84 holding.
  • Aviso Financial first reported a position in UnitedHealth in Q2 2024 and has held it in 10 quarters since.
  • Aviso Financial's UnitedHealth position peaked at $69.3M in Q3 2024.
  • 2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Aviso Financial's 13F filing for Q3 2026, filed 12 Nov 2026.