Avior Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1599868 OMAHA, NE

Position in UNH

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$4,184,562

+$1,538,463 QoQ

Shares Held

10,068

+3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,046

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Avior Wealth Management, LLC holds $5,821,273 across 5 Healthcare Plans names. UNH ranks #1 (71.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	10,068	$4,184,562
2	ELV	Elevance Health, Inc.	1,438	$556,117
3	CI	Cigna Group	1,426	$393,119
4	CNC	Centene Corp	5,606	$359,849
5	CVS	CVS HEALTH Corp	3,167	$327,626

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,184,562	10,068	+3.0%	Shares	Sole	2026-07-07
2026-03-31	$2,646,099	9,779	-3.0%	Shares	Sole	2026-04-09
2025-12-31	$3,327,508	10,080	-2.5%	Shares	Sole	2026-01-06
2025-09-30	$3,569,711	10,338	+2.2%	Shares	Sole	2025-11-14
2025-06-30	$3,157,136	10,120	+29.1%	Shares	Sole	2025-07-17
2025-03-31	$4,105,152	7,838	-20.9%	Shares	Sole	2025-04-21
2024-12-31	$5,013,072	9,910	-12.2%	Shares	Other	2025-01-17
2024-09-30	$6,601,036	11,290	+1.4%	Shares	Other	2024-11-08
2024-06-30	$5,667,553	11,129	-13.0%	Shares	Other	2024-08-13
2024-03-31	$6,328,201	12,792	+43.5%	Shares	Other	2024-04-30
2023-12-31	$4,693,479	8,915	-1.8%	Shares	Other	2024-01-30
2023-09-30	$4,576,532	9,077	+0.3%	Shares	Other	2023-10-17
2023-06-30	$4,350,272	9,051	-1.0%	Shares	Other	2023-07-19
2023-03-31	$4,320,889	9,143	-0.1%	Shares	Other	2023-05-10
2022-12-31	$4,850,085	9,148	-2.1%	Shares	Other	2023-02-14
2022-09-30	$4,720,103	9,346	-11.4%	Shares	Other	2022-10-26
2022-06-30	$5,415,200	10,543	-8.5%	Shares	Other	2022-08-10
2022-03-31	$5,876,893	11,524	-0.9%	Shares	Other	2022-05-13
2021-12-31	$5,840,892	11,632	-2.5%	Shares	Other	2022-02-14
2021-09-30	$4,660,746	11,928	-1.9%	Shares	Other	2021-11-02
2021-06-30	$4,871,351	12,165	-0.1%	Shares	Other	2021-07-27
2021-03-31	$4,532,555	12,182	-0.2%	Shares	Other	2021-05-11
2020-12-31	$4,279,347	12,203	-1.4%	Shares	Other	2021-02-09
2020-09-30	$3,856,906	12,371	+1.5%	Shares	Other	2020-10-20
2020-06-30	$3,596,619	12,194	-6.5%	Shares	Other	2020-07-02
2020-03-31	$3,252,912	13,044	—	Shares	Other	2020-04-01
No filing history on record for this holder in this stock.