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Burney Co

SEC CIK
0000940445
Latest filing
Jul 14, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Burney Co, 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)
19,625
Value
$8.16M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of UNH by Burney Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,625$8.16M0.2%−930−4.5%ReducedHolders
Q1 202620,555$5.56M0.2%−3,655−15.1%ReducedHolders
Q4 202524,210$7.99M0.2%−161−0.7%ReducedHolders
Q3 202524,371$8.42M0.3%−6,707−21.6%ReducedHolders
Q2 202531,078$9.70M0.3%−6,493−17.3%ReducedHolders
Q1 202537,571$19.7M0.7%−4,461−10.6%ReducedHolders
Q4 202442,032$21.3M0.8%−923−2.1%ReducedHolders
Q3 202442,955$25.1M0.9%−920−2.1%ReducedHolders
Q2 202443,875$22.3M0.9%−1,869−4.1%ReducedHolders
Q1 202445,744$22.6M0.9%−458−1.0%ReducedHolders
Q4 202346,202$24.3M1.0%−506−1.1%ReducedHolders
Q3 202346,708$23.5M1.1%−553−1.2%ReducedHolders
Q2 202347,261$22.7M1.0%+254+0.5%AddedHolders
Q1 202347,007$22.2M1.1%−4,834−9.3%ReducedHolders
Q4 202251,841$27.5M1.4%−5,962−10.3%ReducedHolders
Q3 202257,803$29.2M1.6%−1,705−2.9%ReducedHolders
Q2 202259,508$30.6M1.6%−2,691−4.3%ReducedHolders
Q1 202262,199$31.7M1.5%−2,150−3.3%ReducedHolders
Q4 202164,349$32.3M1.4%−1,336−2.0%ReducedHolders
Q3 202165,685$25.7M1.2%−1,133−1.7%ReducedHolders
Q2 202166,818$26.8M1.2%−1,875−2.7%ReducedHolders
Q1 202168,693$25.6M1.3%––Holders

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