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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
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

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 Wealth Management's UNH Position: Q2 2026 in Review

Aviso Wealth Management increased its UnitedHealth (UNH) stake by 85% in Q2 2026, buying an estimated $548K and bringing the position to 3,209 shares worth $1.33M. The position accounts for 0.45% of the portfolio, ranked #45.

Aviso Wealth Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Aviso Wealth Management held 3,209 shares of UnitedHealth worth $1.33M as of Q2 2026.
  • Aviso Wealth Management bought 1,478 UnitedHealth shares in Q2 2026, an estimated $548K.
  • UnitedHealth made up 0.45% of Aviso Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Aviso Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.