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UnitedHealth shares owned by Avantra Family Wealth

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Avantra Family Wealth from 13F filings

Historical chart of Avantra Family Wealth investment in UnitedHealth

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All positions including UnitedHealth held by Avantra Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Avantra Family Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $713k 1.7k 415.63
2024-12-31 $535k 1.1k 505.86

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Top funds holding UnitedHealth

BlackRock
Vanguard Capital Management
State Street Corporation
Susquehanna International
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
T. Rowe Price Associates
Charles Schwab Investment Management
Citadel Advisors
Capital Research Global Investors
Morgan Stanley
Jane Street
FMR
Bank of America Corporation

View all funds holding UnitedHealth