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McDonald Partners LLC

SEC CIK
0001331074
Latest filing
Jul 28, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by McDonald Partners 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 2026 holdings

Shares (Q2 2026)
1,548
Value
$643.4K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of UNH by McDonald Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,548$643.4K0.2%−931−37.6%ReducedHolders
Q1 20262,479$670.8K0.2%+291+13.3%AddedHolders
Q4 20252,188$722.3K0.2%−1,625−42.6%ReducedHolders
Q3 20253,813$1.32M0.4%+115+3.1%AddedHolders
Q2 20253,698$1.17M0.3%+787+27.0%AddedHolders
Q1 20252,911$1.55M0.4%+85+3.0%AddedHolders
Q4 20242,826$1.43M0.4%+109+4.0%AddedHolders
Q3 20242,717$1.59M0.4%−2,053−43.0%ReducedHolders
Q2 20244,770$2.43M0.7%+49+1.0%AddedHolders
Q1 20244,721$2.34M0.6%+59+1.3%AddedHolders
Q4 20234,662$2.45M0.7%+40+0.9%AddedHolders
Q3 20234,622$2.33M0.8%−31−0.7%ReducedHolders
Q2 20234,653$2.24M0.7%+108+2.4%AddedHolders
Q1 20234,545$2.15M0.7%+180+4.1%AddedHolders
Q4 20224,365$2.31M0.8%−37−0.8%ReducedHolders
Q3 20224,402$2.22M0.8%−865−16.4%ReducedHolders
Q2 20225,267$2.71M0.7%+47+0.9%AddedHolders
Q1 20225,220$2.66M0.6%+3,618+225.8%AddedHolders
Q4 20211,602$804.4K0.7%−3,615−69.3%ReducedHolders
Q3 20215,217$2.04M0.5%+237+4.8%AddedHolders
Q2 20214,980$1.99M0.5%+315+6.8%AddedHolders
Q1 20214,665$1.74M0.4%––Holders

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