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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by EP Wealth 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 2026 holdings

Shares (Q2 2026)
24,815
Value
$10.3M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of UNH by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,815$10.3M<0.1%+2,156+9.5%AddedHolders
Q1 202622,659$6.13M<0.1%−14,060−38.3%ReducedHolders
Q4 202536,719$12.1M0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202580,846$25.2M0.2%−2,295−2.8%ReducedHolders
Q1 202583,141$43.5M0.3%−403−0.5%ReducedHolders
Q4 202483,544$42.3M0.3%−3,106−3.6%ReducedHolders
Q3 202486,650$50.7M0.4%+2,999+3.6%AddedHolders
Q2 202483,651$42.6M0.5%+4,113+5.2%AddedHolders
Q1 202479,538$39.3M0.5%+35,198+79.4%AddedHolders
Q4 202344,340$23.3M0.3%+531+1.2%AddedHolders
Q3 202343,809$22.1M0.3%+35,865+451.5%AddedHolders
Q2 20237,944$23.0M0.4%+6,991+733.6%AddedHolders
Q1 2023953$520.0K<0.1%−46,443−98.0%ReducedHolders
Q4 202247,396$25.1M0.5%+2,986+6.7%AddedHolders
Q3 202244,410$22.4M0.5%+14,599+49.0%AddedHolders
Q2 202229,811$15.3M0.3%+2,102+7.6%AddedHolders
Q1 202227,709$14.1M0.3%−236−0.8%ReducedHolders
Q4 202127,945$14.0M0.3%−1,716−5.8%ReducedHolders
Q3 202129,661$11.6M0.3%−1,911−6.1%ReducedHolders
Q2 202131,572$12.6M0.4%−2,243−6.6%ReducedHolders
Q1 202133,815$12.6M0.4%––Holders

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