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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by JFS 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)
802
Value
$333.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026802$333.2K<0.1%+29+3.8%AddedHolders
Q1 2026773$209.1K<0.1%−24−3.0%ReducedHolders
Q4 2025797$263.2K<0.1%−251−24.0%ReducedHolders
Q3 20251,048$362.0K<0.1%+88+9.2%AddedHolders
Q2 2025960$299.5K<0.1%+197+25.8%AddedHolders
Q1 2025763$399.6K<0.1%−38−4.7%ReducedHolders
Q4 2024801$405.4K<0.1%−2,698−77.1%ReducedHolders
Q3 20243,499$2.05M0.1%+2,832+424.6%AddedHolders
Q2 2024667$339.5K<0.1%−96−12.6%ReducedHolders
Q1 2024763$377.4K<0.1%+60+8.5%AddedHolders
Q4 2023703$370.0K<0.1%+229+48.3%AddedHolders
Q3 2023474$239.1K<0.1%+73+18.2%AddedHolders
Q2 2023401$192.6K<0.1%−15−3.6%ReducedHolders
Q1 2023416$196.6K<0.1%−58−12.2%ReducedHolders
Q4 2022474$251.6K<0.1%−29−5.8%ReducedHolders
Q3 2022503$254.0K<0.1%+15+3.1%AddedHolders
Q2 2022488$250.0K<0.1%+39+8.7%AddedHolders
Q1 2022449$229.0K<0.1%+46+11.4%AddedHolders
Q4 2021403$202.0K<0.1%+133+49.3%AddedHolders
Q3 2021270$106.0K<0.1%+215+390.9%AddedHolders
Q2 202155$22.0K<0.1%00.0%UnchangedHolders
Q1 202155$20.0K<0.1%––Holders

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