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McDaniel Terry & Co

SEC CIK
0001104366
Latest filing
Jul 30, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by McDaniel Terry & 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of UNH by McDaniel Terry & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−597−100.0%Sold outHolders
Q1 2025597$313.0K<0.1%−11−1.8%ReducedHolders
Q4 2024608$308.0K<0.1%00.0%UnchangedHolders
Q3 2024608$355.0K<0.1%00.0%UnchangedHolders
Q2 2024608$310.0K<0.1%−168−21.6%ReducedHolders
Q1 2024776$384.0K<0.1%+132+20.5%AddedHolders
Q4 2023644$339.0K<0.1%−1,600−71.3%ReducedHolders
Q3 20232,244$1.13M0.1%−185−7.6%ReducedHolders
Q2 20232,429$1.17M0.1%+325+15.4%AddedHolders
Q1 20232,104$994.0K0.1%+43+2.1%AddedHolders
Q4 20222,061$1.09M0.1%00.0%UnchangedHolders
Q3 20222,061$1.04M0.1%00.0%UnchangedHolders
Q2 20222,061$1.06M0.1%00.0%UnchangedHolders
Q1 20222,061$1.05M0.1%−111−5.1%ReducedHolders
Q4 20212,172$1.09M0.1%+115+5.6%AddedHolders
Q3 20212,057$804.0K0.1%00.0%UnchangedHolders
Q2 20212,057$824.0K0.1%+12+0.6%AddedHolders
Q1 20212,045$761.0K0.1%––Holders

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