Aviso Wealth Management’s UnitedHealth UNH Stock Holding History

Aviso 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 Q1	$468K	Buy	1,731 +414	+31%	+$123K	0.21%	95
2025 Q4	$435K	Buy	1,317 +257	+24%	+$87.1K	0.18%	104
2025 Q3	$366K	Sell	1,060 -640	-38%	-$194K	0.16%	104
2025 Q2	$530K	Sell	1,700 -131	-7%	-$50.1K	0.25%	89
2025 Q1	$959K	Buy	1,831 +503	+38%	+$257K	0.51%	53
2024 Q4	$672K	Buy	1,328 +494	+59%	+$281K	0.34%	75
2024 Q3	$488K	Buy	834 +51	+7%	+$28.8K	0.26%	88
2024 Q2	$399K	Sell	783 -3	-0.4%	-$1.47K	0.24%	93
2024 Q1	$389K	Buy	786 +231	+42%	+$117K	0.25%	97
2023 Q4	$292K	Buy	+555	New	+$296K	0.21%	107

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 Wealth Management's UNH Position: Q1 2026 in Review

Aviso Wealth Management increased its UnitedHealth (UNH) stake by 31% in Q1 2026, buying an estimated $123K and bringing the position to 1,731 shares worth $468K. The position accounts for 0.21% of the portfolio, ranked #95.

Aviso Wealth Management first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $959K in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Aviso Wealth Management held 1,731 shares of UnitedHealth worth $468K as of Q1 2026.
Aviso Wealth Management bought 414 UnitedHealth shares in Q1 2026, an estimated $123K.
UnitedHealth made up 0.21% of Aviso Wealth Management's portfolio in Q1 2026, its #95 holding.
Aviso Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's UnitedHealth position peaked at $959K in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.