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Private Wealth Partners, LLC

SEC CIK
0001335851
Latest filing
Aug 3, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Private Wealth 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2023
Holdings of UNH by Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,038−100.0%Sold outHolders
Q1 20251,038$543.5K<0.1%−572−35.5%ReducedHolders
Q4 20241,610$814.3K0.1%−837−34.2%ReducedHolders
Q3 20242,447$1.43M0.1%+300+14.0%AddedHolders
Q2 20242,147$1.09M0.1%+1,181+122.3%AddedHolders
Q1 2024966$478.1K<0.1%+500+107.3%AddedHolders
Q4 2023466$245.5K<0.1%00.0%UnchangedHolders
Q3 2023466$235.0K<0.1%00.0%UnchangedHolders
Q2 2023466$224.0K<0.1%00.0%UnchangedHolders
Q1 2023466$220.2K<0.1%+466NewHolders