Avestar Capital, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1704404 New York, NY

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,414,394

+$1,064,421 QoQ

Shares Held

5,809

+16.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,310

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Jun 30, 2024

CallValue

CallShares

PutValue

$509,260

PutShares

1,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Avestar Capital, LLC holds $5,381,058 across 6 Healthcare Plans names. UNH ranks #1 (44.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	5,809	$2,414,394
2	CVS	CVS HEALTH Corp	11,285	$1,167,433
3	CI	Cigna Group	2,773	$764,460
4	CNC	Centene Corp	6,510	$417,876
5	ELV	Elevance Health, Inc.	1,059	$409,547
6	HUM	Humana Inc	522	$207,348

All Filings in UNH

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,414,394	5,809	+16.4%	Shares	Sole	2026-07-29
2026-03-31	$1,349,973	4,989	+1.1%	Shares	Sole	2026-05-13
2025-12-31	$1,628,432	4,933	-10.2%	Shares	Sole	2026-02-10
2025-09-30	$1,896,042	5,491	+30.6%	Shares	Sole	2025-11-07
2025-06-30	$1,312,145	4,206	-41.6%	Shares	Sole	2025-08-13
2025-03-31	$3,769,952	7,198	-1.5%	Shares	Sole	2025-05-14
2024-12-31	$3,694,801	7,304	+7.6%	Shares	Sole	2025-01-29
2024-09-30	$3,967,638	6,786	-1.9%	Shares	Sole	2024-11-13
2024-06-30	$3,523,060	6,918	-0.8%	Shares	Sole	2024-08-08
2024-06-30	$509,260	1,000	—	Put	Sole	2024-08-08
2024-03-31	$3,449,543	6,973	+16.3%	Shares	Sole	2024-05-10
2024-03-31	$840,990	1,700	—	Call	Sole	2024-05-10
2023-12-31	$3,157,767	5,998	+14.6%	Shares	Sole	2024-02-12
2023-09-30	$2,637,922	5,232	+2.7%	Shares	Sole	2023-10-20
2023-06-30	$2,447,418	5,092	-1.1%	Shares	Sole	2023-08-02
2023-03-31	$2,434,311	5,151	-4.4%	Shares	Sole	2023-04-20
2022-12-31	$2,855,549	5,386	-6.9%	Shares	Sole	2023-01-20
2022-09-30	$2,922,666	5,787	+2.4%	Shares	Sole	2022-10-26
2022-06-30	$2,904,064	5,654	-37.2%	Shares	Sole	2022-07-28
2022-03-31	$4,592,789	9,006	-2.6%	Shares	Sole	2022-04-26
2021-12-31	$4,641,280	9,243	+22.3%	Shares	Sole	2022-02-01
2021-09-30	$2,953,212	7,558	+5.9%	Shares	Sole	2021-11-09
2021-06-30	$2,857,139	7,135	+25.3%	Shares	Sole	2021-08-03
2021-03-31	$2,118,938	5,695	+40.9%	Shares	Sole	2021-05-03
2020-12-31	$1,417,448	4,042	+47.3%	Shares	Sole	2021-02-01
2020-09-30	$855,496	2,744	+5.1%	Shares	Sole	2020-10-29
2020-06-30	$770,409	2,612	-11.8%	Shares	Sole	2020-07-29
2020-03-31	$738,663	2,962	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.