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Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Avion Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
866
Value
$359.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026866$359.0K0.1%+65+8.1%AddedHolders
Q1 2026801$216.0K<0.1%+157+24.4%AddedHolders
Q4 2025644$212.0K<0.1%+147+29.6%AddedHolders
Q3 2025497$171.0K<0.1%+147+42.0%AddedHolders
Q2 2025350$109.0K<0.1%+104+42.3%AddedHolders
Q1 2025246$124.0K<0.1%00.0%UnchangedHolders
Q4 2024246$124.0K<0.1%−3−1.2%ReducedHolders
Q3 2024249$145.0K<0.1%+12+5.1%AddedHolders
Q2 2024237$120.0K<0.1%+45+23.4%AddedHolders
Q1 2024192$96.0K<0.1%−30−13.5%ReducedHolders
Q4 2023222$117.0K<0.1%+11+5.2%AddedHolders
Q3 2023211$106.0K<0.1%+27+14.7%AddedHolders
Q2 2023184$87.0K<0.1%+14+8.2%AddedHolders
Q1 2023170$90.0K<0.1%+11+6.9%AddedHolders
Q4 2022159$80.0K<0.1%00.0%UnchangedHolders
Q3 2022159$80.0K<0.1%00.0%UnchangedHolders
Q2 2022159$82.0K<0.1%+6+3.9%AddedHolders
Q1 2022153$78.0K<0.1%00.0%UnchangedHolders
Q4 2021153$77.0K<0.1%−42−21.5%ReducedHolders
Q3 2021195$76.0K<0.1%00.0%UnchangedHolders
Q2 2021195$78.0K<0.1%00.0%UnchangedHolders
Q1 2021195$73.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.