Aviso Wealth Management
UNH icon

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
Q3 		$944K Sell
2,571
-638
-20% -$257K 0.36% 59
2026
Q2 		$1.33M Buy
3,209
+1,478
+85% +$548K 0.45% 45
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

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
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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Aviso Wealth Management's UNH Position: Q3 2026 in Review

Aviso Wealth Management reduced its UnitedHealth (UNH) stake by 20% in Q3 2026, selling an estimated $257K and leaving 2,571 shares worth $944K. The position accounts for 0.36% of the portfolio, ranked #59.

Aviso Wealth Management first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q2 2026. 2,469 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Aviso Wealth Management held 2,571 shares of UnitedHealth worth $944K as of Q3 2026.
  • Aviso Wealth Management sold 638 UnitedHealth shares in Q3 2026, an estimated $257K.
  • UnitedHealth made up 0.36% of Aviso Wealth Management's portfolio in Q3 2026, its #59 holding.
  • Aviso Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
  • Aviso Wealth Management's UnitedHealth position peaked at $1.33M in Q2 2026.
  • 2,469 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.