Smith, Salley & Associates
- SEC CIK
- 0001482012
- Latest filing
- Jul 23, 2026
UNH holding history
UnitedHealth Group Inc in every 13F filed by Smith, Salley & Associates, 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)
- 17,096
- Value
- $7.11M
- % of portfolio
- 0.3%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 17,096 | $7.11M | 0.3% | +1,246+7.9% | Added | Holders |
| Q1 2026 | 15,850 | $4.29M | 0.2% | −783−4.7% | Reduced | Holders |
| Q4 2025 | 16,633 | $5.49M | 0.3% | +3,760+29.2% | Added | Holders |
| Q3 2025 | 12,873 | $4.45M | 0.2% | +6,079+89.5% | Added | Holders |
| Q2 2025 | 6,794 | $2.12M | 0.1% | +3,394+99.8% | Added | Holders |
| Q1 2025 | 3,400 | $1.78M | 0.1% | −203−5.6% | Reduced | Holders |
| Q4 2024 | 3,603 | $1.82M | 0.1% | −40−1.1% | Reduced | Holders |
| Q3 2024 | 3,643 | $2.13M | 0.1% | +892+32.4% | Added | Holders |
| Q2 2024 | 2,751 | $1.40M | 0.1% | +436+18.8% | Added | Holders |
| Q1 2024 | 2,315 | $1.15M | 0.1% | −767−24.9% | Reduced | Holders |
| Q4 2023 | 3,082 | $1.62M | 0.1% | +120+4.1% | Added | Holders |
| Q3 2023 | 2,962 | $1.49M | 0.1% | −203−6.4% | Reduced | Holders |
| Q2 2023 | 3,165 | $1.52M | 0.1% | +124+4.1% | Added | Holders |
| Q1 2023 | 3,041 | $1.44M | 0.1% | +64+2.1% | Added | Holders |
| Q4 2022 | 2,977 | $1.58M | 0.1% | +104+3.6% | Added | Holders |
| Q3 2022 | 2,873 | $1.45M | 0.1% | +19+0.7% | Added | Holders |
| Q2 2022 | 2,854 | $1.47M | 0.1% | +473+19.9% | Added | Holders |
| Q1 2022 | 2,381 | $1.21M | 0.1% | +384+19.2% | Added | Holders |
| Q4 2021 | 1,997 | $1.00M | 0.1% | −46−2.3% | Reduced | Holders |
| Q3 2021 | 2,043 | $799.0K | 0.1% | +163+8.7% | Added | Holders |
| Q2 2021 | 1,880 | $753.0K | 0.1% | +41+2.2% | Added | Holders |
| Q1 2021 | 1,839 | $685.0K | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.