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Whalerock Point Partners, LLC

SEC CIK
0001389709
Latest filing
Aug 13, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Whalerock Point 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)
9,207
Value
$3.83M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of UNH by Whalerock Point Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,207$3.83M0.7%−291−3.1%ReducedHolders
Q1 20269,498$2.57M0.5%−1,115−10.5%ReducedHolders
Q4 202510,613$3.50M0.7%−320−2.9%ReducedHolders
Q3 202510,933$3.78M0.8%−2,406−18.0%ReducedHolders
Q2 202513,339$4.16M0.9%−233−1.7%ReducedHolders
Q1 202513,572$7.11M1.7%+350+2.6%AddedHolders
Q4 202413,222$6.69M1.6%+208+1.6%AddedHolders
Q3 202413,014$7.61M1.8%+572+4.6%AddedHolders
Q2 202412,442$6.34M1.7%+352+2.9%AddedHolders
Q1 202412,090$5.98M1.6%+560+4.9%AddedHolders
Q4 202311,530$6.07M1.9%−229−1.9%ReducedHolders
Q3 202311,759$5.93M2.1%+379+3.3%AddedHolders
Q2 202311,380$5.47M1.9%+846+8.0%AddedHolders
Q1 202310,534$4.98M1.9%+630+6.4%AddedHolders
Q4 20229,904$5.25M2.1%−161−1.6%ReducedHolders
Q3 202210,065$5.08M2.2%+375+3.9%AddedHolders
Q2 20229,690$4.98M2.1%+270+2.9%AddedHolders
Q1 20229,420$4.80M1.7%+200+2.2%AddedHolders
Q4 20219,220$4.63M1.6%+40+0.4%AddedHolders
Q3 20219,180$3.59M1.4%+140+1.5%AddedHolders
Q2 20219,040$3.62M1.4%+10.0%AddedHolders
Q1 20219,039$3.36M1.5%––Holders

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