Montecito Bank & Trust
- SEC CIK
- 0001422508
- Latest filing
- Oct 1, 2026
UNH holding history
UnitedHealth Group Inc in every 13F filed by Montecito Bank & Trust, 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 Q3 2026 holdings
- Shares (Q1 2025)
- 3,414
- Value
- $1.79M
- % of portfolio
- 0.3%
- Quarters held
- 17
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | – | – | – | – | Not filed | Holders |
| Q1 2025 | 3,414 | $1.79M | 0.3% | +238+7.5% | Added | Holders |
| Q4 2024 | 3,176 | $1.61M | 0.3% | +135+4.4% | Added | Holders |
| Q3 2024 | 3,041 | $1.78M | 0.3% | +716+30.8% | Added | Holders |
| Q2 2024 | 2,325 | $1.18M | 0.2% | −23−1.0% | Reduced | Holders |
| Q1 2024 | 2,348 | $1.16M | 0.2% | +277+13.4% | Added | Holders |
| Q4 2023 | 2,071 | $1.09M | 0.2% | −75−3.5% | Reduced | Holders |
| Q3 2023 | 2,146 | $1.08M | 0.3% | −45−2.1% | Reduced | Holders |
| Q2 2023 | 2,191 | $1.05M | 0.2% | +10+0.5% | Added | Holders |
| Q1 2023 | 2,181 | $1.03M | 0.2% | +158+7.8% | Added | Holders |
| Q4 2022 | 2,023 | $1.07M | 0.3% | −15−0.7% | Reduced | Holders |
| Q3 2022 | 2,038 | $1.03M | 0.3% | −145−6.6% | Reduced | Holders |
| Q2 2022 | 2,183 | $1.12M | 0.3% | −2−0.1% | Reduced | Holders |
| Q1 2022 | 2,185 | $1.11M | 0.2% | −29−1.3% | Reduced | Holders |
| Q4 2021 | 2,214 | $1.11M | 0.2% | +215+10.8% | Added | Holders |
| Q3 2021 | 1,999 | $781.0K | 0.2% | +128+6.8% | Added | Holders |
| Q2 2021 | 1,871 | $749.0K | 0.1% | +142+8.2% | Added | Holders |
| Q1 2021 | 1,729 | $644.0K | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.