Aviance Capital Partners, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1542383 NAPLES, FL

Position in UNH

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$6,916,914

+$2,338,261 QoQ

Shares Held

16,642

-1.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#860

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Aviance Capital Partners, LLC holds $12,932,414 across 3 Healthcare Plans names. UNH ranks #1 (53.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	16,642	$6,916,914
2	CI	Cigna Group	20,207	$5,570,665
3	CVS	CVS HEALTH Corp	4,300	$444,835

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,916,914	16,642	-1.6%	Shares	Sole	2026-07-31
2026-03-31	$4,578,653	16,921	+4.0%	Shares	Sole	2026-05-06
2025-12-31	$5,372,210	16,274	+11.7%	Shares	Sole	2026-02-06
2025-09-30	$5,029,985	14,567	+1197.2%	Shares	Sole	2025-10-29
2025-06-30	$350,342	1,123	-61.2%	Shares	Sole	2025-08-05
2025-03-31	$1,514,161	2,891	-6.0%	Shares	Sole	2025-04-29
2024-12-31	$1,556,025	3,076	-3.9%	Shares	Sole	2025-02-07
2024-09-30	$1,870,976	3,200	-1.5%	Shares	Sole	2024-11-07
2024-06-30	$1,654,585	3,249	-13.8%	Shares	Sole	2024-08-09
2024-03-31	$1,865,513	3,771	+318.5%	Shares	Sole	2024-04-18
2023-12-31	$474,349	901	+23.6%	Shares	Sole	2024-02-06
2023-09-30	$367,554	729	-1.1%	Shares	Sole	2023-11-07
2023-06-30	$354,231	737	+0.1%	Shares	Sole	2023-08-04
2023-03-31	$347,826	736	-1.5%	Shares	Sole	2023-05-11
2022-12-31	$396,044	747	+54.0%	Shares	Sole	2023-02-07
2022-09-30	$244,944	485	-12.5%	Shares	Sole	2022-11-09
2022-06-30	$284,551	554	-8.1%	Shares	Sole	2022-08-08
2022-03-31	$307,511	603	-14.2%	Shares	Sole	2022-05-06
2021-12-31	$353,004	703	-3.2%	Shares	Sole	2022-02-07
2021-09-30	$283,677	726	-25.2%	Shares	Sole	2021-11-12
2021-06-30	$388,426	970	+10.0%	Shares	Sole	2021-08-06
2021-03-31	$328,165	882	-8.3%	Shares	Sole	2021-04-29
2020-12-31	$337,354	962	-1.7%	Shares	Sole	2021-02-12
2020-09-30	$305,222	979	-8.2%	Shares	Sole	2020-11-03
2020-06-30	$314,416	1,066	-5.8%	Shares	Sole	2020-07-24
2020-03-31	$282,298	1,132	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.