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Middleton & Co Inc

SEC CIK
0000919497
Latest filing
Aug 10, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Middleton & Co Inc, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of UNH by Middleton & Co Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−26,725−100.0%Sold outHolders
Q2 202526,725$8.34M0.9%−261−1.0%ReducedHolders
Q1 202526,986$14.1M1.7%−829−3.0%ReducedHolders
Q4 202427,815$14.1M1.6%−802−2.8%ReducedHolders
Q3 202428,617$16.7M1.8%−89−0.3%ReducedHolders
Q2 202428,706$14.6M1.7%−743−2.5%ReducedHolders
Q1 202429,449$14.6M1.7%+384+1.3%AddedHolders
Q4 202329,065$15.3M1.9%−448−1.5%ReducedHolders
Q3 202329,513$14.9M2.1%+378+1.3%AddedHolders
Q2 202329,135$14.0M1.9%+151+0.5%AddedHolders
Q1 202328,984$13.7M2.0%−130.0%ReducedHolders
Q4 202228,997$15.4M2.3%−1,162−3.9%ReducedHolders
Q3 202230,159$15.2M2.3%−5,049−14.3%ReducedHolders
Q2 202235,208$18.1M2.3%−1,068−2.9%ReducedHolders
Q1 202236,276$18.5M2.0%−220−0.6%ReducedHolders
Q4 202136,496$18.3M1.8%−3,289−8.3%ReducedHolders
Q3 202139,785$15.5M1.7%−277−0.7%ReducedHolders
Q2 202140,062$16.0M1.7%−3,294−7.6%ReducedHolders
Q1 202143,356$16.1M1.8%––Holders

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