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
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Aviso Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |