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J. W. Coons Advisors, LLC

SEC CIK
0001536139
Latest filing
Aug 5, 2025

UNH holding history

UnitedHealth Group Inc in every 13F filed by J. W. Coons Advisors, 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 2025 holdings

Shares (Q2 2025)
10,807
Value
$3.37M
% of portfolio
0.8%
Quarters held
18
Since Q1 2021
Holdings of UNH by J. W. Coons Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202510,807$3.37M0.8%+104+1.0%AddedHolders
Q1 202510,703$5.61M1.5%−22−0.2%ReducedHolders
Q4 202410,725$5.43M1.4%−20−0.2%ReducedHolders
Q3 202410,745$6.28M1.6%−65−0.6%ReducedHolders
Q2 202410,810$5.51M1.3%+124+1.2%AddedHolders
Q1 202410,686$5.29M1.2%+1,224+12.9%AddedHolders
Q4 20239,462$4.98M1.3%−104−1.1%ReducedHolders
Q3 20239,566$4.82M1.4%−270−2.7%ReducedHolders
Q2 20239,836$4.73M1.3%00.0%UnchangedHolders
Q1 20239,836$4.65M1.3%−152−1.5%ReducedHolders
Q4 20229,988$5.30M1.6%+141+1.4%AddedHolders
Q3 20229,847$4.97M1.9%−41−0.4%ReducedHolders
Q2 20229,888$5.08M1.8%−2,857−22.4%ReducedHolders
Q1 202212,745$6.49M1.9%+111+0.9%AddedHolders
Q4 202112,634$6.34M1.9%−139−1.1%ReducedHolders
Q3 202112,773$4.99M1.7%+130+1.0%AddedHolders
Q2 202112,643$5.06M1.8%−259−2.0%ReducedHolders
Q1 202112,902$4.80M1.7%––Holders

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