TD Private Client Wealth LLC

SEC CIK: 0001551017
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

UNH holding history

UnitedHealth Group Inc in every 13F filed by TD Private Client Wealth 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 Q2 2026 holdings

Shares (Q2 2026): 11,937
Value: $4.96M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UNH by TD Private Client Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,937	$4.96M	0.1%	+6,117+105.1%	Added	Holders
Q1 2026	5,820	$1.57M	<0.1%	−1,843−24.1%	Reduced	Holders
Q4 2025	7,663	$2.53M	0.1%	+125+1.7%	Added	Holders
Q3 2025	7,538	$2.60M	0.1%	+352+4.9%	Added	Holders
Q2 2025	7,186	$2.24M	0.1%	−5,214−42.0%	Reduced	Holders
Q1 2025	12,400	$6.49M	0.2%	−6,559−34.6%	Reduced	Holders
Q4 2024	18,959	$9.59M	0.3%	−385−2.0%	Reduced	Holders
Q3 2024	19,344	$11.3M	0.3%	−883−4.4%	Reduced	Holders
Q2 2024	20,227	$10.3M	0.3%	−528−2.5%	Reduced	Holders
Q1 2024	20,755	$10.3M	0.3%	−3,377−14.0%	Reduced	Holders
Q4 2023	24,132	$12.7M	0.5%	+1,986+9.0%	Added	Holders
Q3 2023	22,146	$11.2M	0.5%	+303+1.4%	Added	Holders
Q2 2023	21,843	$10.5M	0.5%	−3,445−13.6%	Reduced	Holders
Q1 2023	25,288	$12.0M	0.5%	−606−2.3%	Reduced	Holders
Q4 2022	25,894	$13.7M	0.6%	+4,609+21.7%	Added	Holders
Q3 2022	21,285	$10.7M	0.5%	−2,698−11.2%	Reduced	Holders
Q2 2022	23,983	$12.3M	0.6%	−2,202−8.4%	Reduced	Holders
Q1 2022	26,185	$13.4M	0.6%	+257+1.0%	Added	Holders
Q4 2021	25,928	$13.0M	0.5%	−6,874−21.0%	Reduced	Holders
Q3 2021	32,802	$12.8M	0.5%	+290+0.9%	Added	Holders
Q2 2021	32,512	$13.0M	0.6%	+6,289+24.0%	Added	Holders
Q1 2021	26,223	$9.76M	0.5%	–	–	Holders

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