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Livermore
Livermore
ZHEN

First American Trust, FSB

SEC CIK
0000036066
Latest filing
Aug 10, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by First American Trust, FSB, 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)
1,845
Value
$766.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by First American Trust, FSB, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,845$766.8K<0.1%−85−4.4%ReducedHolders
Q1 20261,930$522.1K<0.1%−62−3.1%ReducedHolders
Q4 20251,992$657.5K<0.1%−307−13.4%ReducedHolders
Q3 20252,299$793.8K0.1%+488+26.9%AddedHolders
Q2 20251,811$565.1K<0.1%−3−0.2%ReducedHolders
Q1 20251,814$949.9K0.1%−86−4.5%ReducedHolders
Q4 20241,900$960.6K0.1%−505−21.0%ReducedHolders
Q3 20242,405$1.41M0.1%+516+27.3%AddedHolders
Q2 20241,889$961.7K0.1%+239+14.5%AddedHolders
Q1 20241,650$816.2K0.1%−249−13.1%ReducedHolders
Q4 20231,899$999.6K0.1%+906+91.2%AddedHolders
Q3 2023993$500.7K0.1%+116+13.2%AddedHolders
Q2 2023877$421.0K0.1%−223−20.3%ReducedHolders
Q1 20231,100$520.0K0.1%+30+2.8%AddedHolders
Q4 20221,070$567.0K0.1%+137+14.7%AddedHolders
Q3 2022933$471.0K0.1%−132−12.4%ReducedHolders
Q2 20221,065$547.0K0.1%−192−15.3%ReducedHolders
Q1 20221,257$641.0K0.1%+217+20.9%AddedHolders
Q4 20211,040$522.0K0.1%+5+0.5%AddedHolders
Q3 20211,035$404.0K0.1%+54+5.5%AddedHolders
Q2 2021981$393.0K0.1%−1−0.1%ReducedHolders
Q1 2021982$365.0K0.1%––Holders

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