Avion Wealth

Position in UNH — Unitedhealth Group Inc

CIK 1792704 THE WOODLANDS, TX

Position in UNH

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

Position Value

$359,935

+$143,193 QoQ

Shares Held

866

+8.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#2,564

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

Avion Wealth holds $459,291 across 7 Healthcare Plans names. UNH ranks #1 (78.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	866	$359,935
2	CVS	CVS HEALTH Corp	318	$32,897
3	ELV	Elevance Health, Inc.	52	$20,109
4	HUM	Humana Inc	45	$17,874
5	CNC	Centene Corp	229	$14,699
6	CI	Cigna Group	45	$12,405
7	MOH	Molina Healthcare, Inc.	6	$1,372

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$359,935	866	+8.1%	Shares	Sole	2026-07-31
2026-03-31	$216,742	801	+24.4%	Shares	Sole	2026-05-01
2025-12-31	$212,590	644	+29.6%	Shares	Sole	2026-01-23
2025-09-30	$171,614	497	+42.0%	Shares	Sole	2025-10-24
2025-06-30	$109,189	350	+42.3%	Shares	Sole	2025-07-31
2025-03-31	$128,842	246	0.0%	Shares	Sole	2025-05-09
2024-12-31	$124,441	246	-1.2%	Shares	Sole	2025-01-29
2024-09-30	$145,585	249	+5.1%	Shares	Sole	2024-10-18
2024-06-30	$120,694	237	+23.4%	Shares	Sole	2024-07-26
2024-03-31	$94,982	192	-13.5%	Shares	Sole	2024-05-03
2023-12-31	$116,876	222	+5.2%	Shares	Sole	2024-01-26
2023-09-30	$106,383	211	+14.7%	Shares	Sole	2023-10-20
2023-06-30	$86,516	184	+8.2%	Shares	Sole	2023-07-14
2023-03-31	$90	170	+6.9%	Shares	Sole	2023-05-05
2022-12-31	$84,298	159	0.0%	Shares	Sole	2023-01-30
2022-09-30	$80,301	159	0.0%	Shares	Sole	2022-10-31
2022-06-30	$81,667	159	+3.9%	Shares	Sole	2022-08-11
2022-03-31	$78,025	153	0.0%	Shares	Sole	2022-05-04
2021-12-31	$76,827	153	-21.5%	Shares	Sole	2022-01-26
2021-09-30	$76,194	195	0.0%	Shares	Sole	2021-11-01
2021-06-30	$78,085	195	0.0%	Shares	Sole	2021-07-27
2021-03-31	$72,553	195	-57.0%	Shares	Sole	2021-05-06
2020-12-31	$158,858	453	+135.9%	Shares	Sole	2021-01-26
2020-09-30	$59,859	192	0.0%	Shares	Sole	2020-10-30
2020-06-30	$56,630	192	0.0%	Shares	Sole	2020-07-29
2020-03-31	$47,880	192	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.