Montag & Caldwell, LLC
- SEC CIK
- 0000067698
- Latest filing
- Aug 15, 2025
UNH holding history
UnitedHealth Group Inc in every 13F filed by Montag & Caldwell, LLC, 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 2025 holdings
- Shares (Q2 2025)
- 364
- Value
- $113.6K
- % of portfolio
- <0.1%
- Quarters held
- 18
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 364 | $113.6K | <0.1% | −14,113−97.5% | Reduced | Holders |
| Q1 2025 | 14,477 | $7.58M | 1.8% | −653−4.3% | Reduced | Holders |
| Q4 2024 | 15,130 | $7.65M | 1.6% | −1,378−8.3% | Reduced | Holders |
| Q3 2024 | 16,508 | $9.65M | 2.0% | −709−4.1% | Reduced | Holders |
| Q2 2024 | 17,217 | $8.77M | 1.8% | −4,661−21.3% | Reduced | Holders |
| Q1 2024 | 21,878 | $10.8M | 1.9% | −22,118−50.3% | Reduced | Holders |
| Q4 2023 | 43,996 | $23.2M | 4.0% | −25,475−36.7% | Reduced | Holders |
| Q3 2023 | 69,471 | $35.0M | 4.5% | −1,558−2.2% | Reduced | Holders |
| Q2 2023 | 71,029 | $34.1M | 4.2% | +6,799+10.6% | Added | Holders |
| Q1 2023 | 64,230 | $30.4M | 4.1% | −936−1.4% | Reduced | Holders |
| Q4 2022 | 65,166 | $34.5M | 5.0% | −1,901−2.8% | Reduced | Holders |
| Q3 2022 | 67,067 | $33.9M | 5.0% | −373−0.6% | Reduced | Holders |
| Q2 2022 | 67,440 | $34.6M | 5.0% | −23,172−25.6% | Reduced | Holders |
| Q1 2022 | 90,612 | $46.2M | 5.1% | −1,384−1.5% | Reduced | Holders |
| Q4 2021 | 91,996 | $46.2M | 4.5% | −11,520−11.1% | Reduced | Holders |
| Q3 2021 | 103,516 | $40.4M | 3.7% | −784−0.8% | Reduced | Holders |
| Q2 2021 | 104,300 | $41.8M | 3.8% | −6,124−5.5% | Reduced | Holders |
| Q1 2021 | 110,424 | $41.1M | 3.8% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.