CWM, LLC

SEC CIK: 0001535847
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

UNH holding history

UnitedHealth Group Inc in every 13F filed by CWM, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overview All 13F holders of UNH Full Q1 2026 holdings

Shares (Q1 2026): 184,507
Value: $49.9M
% of portfolio: 0.1%
Quarters held: 20; Since Q1 2021

Holdings of UNH by CWM, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	184,507	$49.9M	0.1%	+25,641+16.1%	Added	Holders
Q4 2025	158,866	$52.4M	0.1%	−1,621−1.0%	Reduced	Holders
Q3 2025	160,487	$55.4M	0.2%	+27,026+20.3%	Added	Holders
Q2 2025	133,461	$41.6M	0.1%	+16,103+13.7%	Added	Holders
Q1 2025	117,358	$61.5M	0.2%	+8,877+8.2%	Added	Holders
Q4 2024	108,481	$54.9M	0.2%	+9,206+9.3%	Added	Holders
Q3 2024	99,275	$58.0M	0.2%	+504+0.5%	Added	Holders
Q2 2024	98,771	$50.3M	0.2%	+10,946+12.5%	Added	Holders
Q1 2024	87,825	$43.4M	0.2%	+7,356+9.1%	Added	Holders
Q4 2023	80,469	$42.4M	0.2%	+7,697+10.6%	Added	Holders
Q3 2023	72,772	$36.7M	0.2%	+5,297+7.9%	Added	Holders
Q2 2023	67,475	$32.4M	0.2%	+6,906+11.4%	Added	Holders
Q1 2023	60,569	$28.6M	0.2%	−790−1.3%	Reduced	Holders
Q4 2022	61,359	$32.5M	0.2%	−3,155−4.9%	Reduced	Holders
Q3 2022	64,514	$32.6M	0.3%	+211+0.3%	Added	Holders
Q2 2022	64,303	$33.0M	0.3%	−4,248−6.2%	Reduced	Holders
Q1 2022	68,551	$35.0M	0.2%	−94,572−58.0%	Reduced	Holders
Q4 2021	163,123	$81.9M	0.6%	–	No prior filing	Holders
Q3 2021	–	–	–	–	Not filed	Holders
Q2 2021	158,749	$63.6M	0.5%	00.0%	Unchanged	Holders
Q1 2021	158,749	$63.6M	0.5%	–	–	Holders

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