Avitas Wealth Management LLC / UNH
Avitas Wealth Management LLC’s Unitedhealth Group Inc Position
Does Avitas Wealth Management LLC own Unitedhealth Group Inc (UNH)? Yes — 16.4K shares worth $8M (+1.14% of its 13F portfolio) as of Q4 2024, down from 16.5K shares the prior filed quarter.
Position Value
$8M
Q4 2024
Shares
16.4K
% of Portfolio
+1.14%
Quarters Held
25
currently held
Position History UNH
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 16.4K | $8M | +1.14% |
| Q3 2024 | 16.5K | $10M | +1.36% |
| Q2 2024 | 16.8K | $9M | +1.25% |
| Q1 2024 | 17.0K | $8M | +1.28% |
| Q4 2023 | 17.2K | $9M | +1.51% |
| Q3 2023 | 17.2K | $9M | +1.65% |
| Q2 2023 | 17.6K | $8M | +1.53% |
| Q1 2023 | 17.7K | $8M | +1.64% |
| Q4 2022 | 17.8K | $9M | +2.00% |
| Q3 2022 | 17.8K | $9M | +2.06% |
| Q2 2022 | 19.5K | $10M | +2.19% |
| Q1 2022 | 19.2K | $10M | +1.77% |
| Q4 2021 | 18.7K | $9M | +1.57% |
| Q3 2021 | 15.1K | $6M | +1.08% |
| Q2 2021 | 15.4K | $6M | +1.10% |
| Q1 2021 | 15.0K | $6M | +1.09% |
| Q4 2020 | 15.9K | $6M | +1.13% |
| Q3 2020 | 16.0K | $5M | +1.39% |
| Q2 2020 | 16.0K | $5M | +1.57% |
| Q1 2020 | 18.9K | $5M | +2.15% |
| Q4 2019 | 19.4K | $6M | +1.46% |
| Q3 2019 | 19.2K | $4M | +1.15% |
| Q2 2019 | 18.9K | $5M | +1.28% |
| Q1 2019 | 16.3K | $4M | +1.17% |
| Q4 2018 | 16.2K | $4M | +1.33% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Avitas Wealth Management LLC’s full portfolio or all institutional holders of UNH.