Avantra Family Wealth, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1774744 MECHANICSBURG, PA

Position in UNH

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

Position Value

$712,805

+$177,606 QoQ

Shares Held

1,715

+62.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#2,065

of 3,349 holders

Holding Since

Dec 2024

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Avantra Family Wealth, Inc. holds $3,352,207 across 3 Healthcare Plans names. UNH ranks #2 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	19,525	$2,019,861
2	UNH	Unitedhealth Group Inc This page	1,715	$712,805
3	ELV	Elevance Health, Inc.	1,602	$619,541

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$712,805	1,715	+62.1%	Shares	Sole	2026-07-29
2024-12-31	$535,199	1,058	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.