Aventura Private Wealth, LLC

Position in UNH — Unitedhealth Group Inc

CIK 2074418 AVENTURA, FL

Position in UNH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,417,719

+$893,757 QoQ

Shares Held

5,817

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#1,309

of 3,349 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $2,616,637 across 6 Healthcare Plans names. UNH ranks #1 (92.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	5,817	$2,417,719
2	CNC	Centene Corp	1,660	$106,555
3	CI	Cigna Group	197	$54,308
4	CVS	CVS HEALTH Corp	263	$27,207
5	ELV	Elevance Health, Inc.	26	$10,054
6	HUM	Humana Inc	2	$794

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,417,719	5,817	+3.3%	Shares	Sole	2026-07-15
2026-03-31	$1,523,962	5,632	-1.9%	Shares	Sole	2026-05-06
2025-12-31	$1,895,821	5,743	-7.4%	Shares	Sole	2026-01-07
2025-09-30	$2,140,860	6,200	+11.7%	Shares	Sole	2026-01-07
2025-06-30	$1,732,369	5,553	+6.9%	Shares	Sole	2026-01-07
2025-03-31	$2,721,405	5,196	+0.8%	Shares	Sole	2026-01-07
2024-12-31	$2,607,202	5,154	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.