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Catherine Avery Investment Management’s UnitedHealth UNH Stock Holding History

Catherine Avery Investment 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 		$5.4K Hold
13
– – ﹤0.01% 135
2026
Q1 		$3.52K Hold
13
– – ﹤0.01% 100
2025
Q4 		$4.29K Hold
13
– – ﹤0.01% 122
2025
Q3 		$4.49K Hold
13
– – ﹤0.01% 122
2025
Q2 		$4.06K Hold
13
– – ﹤0.01% 126
2025
Q1 		$6.81K Hold
13
– – 0.01% 106
2024
Q4 		$6.58K Buy
+13
New +$7.39K 0.01% 105

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

Catherine Avery Investment Management's UNH Position: Q2 2026 in Review

Catherine Avery Investment Management held its UnitedHealth (UNH) position steady in Q2 2026 at 13 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #135.

Catherine Avery Investment Management first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.81K in Q1 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Catherine Avery Investment Management held 13 shares of UnitedHealth worth $5.4K as of Q2 2026.
  • Catherine Avery Investment Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #135 holding.
  • Catherine Avery Investment Management first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's UnitedHealth position peaked at $6.81K in Q1 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.