Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,716,979
+$1,240,810 QoQ
Shares Held
8,943
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,106
of 3,349 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 84%
None 16%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Aviso Financial Inc. holds $5,936,129 across 4 Healthcare Plans names. UNH ranks #1 (62.6% of the industry book) .
All Filings in UNH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,716,979 | 8,943 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,476,169 | 9,151 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,089,169 | 9,358 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,445,737 | 12,875 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,993,839 | 12,802 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $64,230,605 | 122,636 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $60,715,340 | 120,024 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $69,345,971 | 118,605 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $59,219,299 | 116,285 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||