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Litman Gregory Asset Management LLC

SEC CIK
0001551867
Latest filing
Feb 12, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Litman Gregory Asset Management 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 Q4 2025 holdings

Shares (Q4 2025)
12,316
Value
$4.07M
% of portfolio
0.3%
Quarters held
11
Since Q1 2023
Holdings of UNH by Litman Gregory Asset Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202512,316$4.07M0.3%−4,027−24.6%ReducedHolders
Q3 202516,343$5.64M0.4%−7,317−30.9%ReducedHolders
Q2 202523,660$7.38M0.6%−3,904−14.2%ReducedHolders
Q1 202527,564$14.4M1.2%+1,534+5.9%AddedHolders
Q4 202426,030$13.2M1.1%−61−0.2%ReducedHolders
Q3 202426,091$15.3M1.3%−389−1.5%ReducedHolders
Q2 202426,480$13.5M1.2%+2,116+8.7%AddedHolders
Q1 202424,364$12.1M1.1%+1,418+6.2%AddedHolders
Q4 202322,946$12.1M1.1%−220−0.9%ReducedHolders
Q3 202323,166$11.7M1.2%+23,166NewHolders
Q2 20230$00.0%−869−100.0%Sold outHolders
Q1 2023869$410.5K0.2%+869NewHolders