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UnitedHealth shares owned by Aviso Wealth Management

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

Historical chart of Aviso Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Aviso Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $366k 1.1k 345.23
2025-06-30 $530k 1.7k 311.96
2025-03-31 $959k 1.8k 523.74
2024-12-31 $672k 1.3k 505.84
2024-09-30 $488k 834 584.65
2024-06-30 $399k 783 509.23