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Aureus Asset Management, LLC

SEC CIK
0001381296
Latest filing
Aug 14, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Aureus Asset Management, 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)
127,832
Value
$53.1M
% of portfolio
3.2%
Quarters held
22
Since Q1 2021
Holdings of UNH by Aureus Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026127,832$53.1M3.2%+2,141+1.7%AddedHolders
Q1 2026125,691$34.0M2.3%−4,339−3.3%ReducedHolders
Q4 2025130,030$42.9M2.7%+188+0.1%AddedHolders
Q3 2025129,842$44.8M2.9%+20,681+18.9%AddedHolders
Q2 2025109,161$34.1M2.2%+32,645+42.7%AddedHolders
Q1 202576,516$40.1M2.8%−3,999−5.0%ReducedHolders
Q4 202480,515$40.7M2.6%−774−1.0%ReducedHolders
Q3 202481,289$47.5M3.1%−721−0.9%ReducedHolders
Q2 202482,010$41.8M2.9%−916−1.1%ReducedHolders
Q1 202482,926$41.0M2.8%−120−0.1%ReducedHolders
Q4 202383,046$43.7M3.2%+80+0.1%AddedHolders
Q3 202382,966$41.8M3.4%−2,676−3.1%ReducedHolders
Q2 202385,642$41.2M3.1%+14,804+20.9%AddedHolders
Q1 202370,838$33.5M2.6%+8,816+14.2%AddedHolders
Q4 202262,022$32.9M2.8%−1,081−1.7%ReducedHolders
Q3 202263,103$31.9M2.8%−23,559−27.2%ReducedHolders
Q2 202286,662$44.5M3.6%−375−0.4%ReducedHolders
Q1 202287,037$44.4M2.9%−4,483−4.9%ReducedHolders
Q4 202191,520$46.0M2.8%+1,649+1.8%AddedHolders
Q3 202189,871$35.1M2.3%+2,550+2.9%AddedHolders
Q2 202187,321$35.0M2.2%+2,338+2.8%AddedHolders
Q1 202184,983$31.6M2.5%––Holders

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