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LVZ Advisors, Inc.

SEC CIK
0001574408
Latest filing
Jul 9, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by LVZ Advisors, Inc., 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)
510
Value
$211.9K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of UNH by LVZ Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026510$211.9K<0.1%+510NewHolders
Q2 20250$00.0%−568−100.0%Sold outHolders
Q1 2025568$297.2K<0.1%00.0%UnchangedHolders
Q4 2024568$287.1K<0.1%00.0%UnchangedHolders
Q3 2024568$331.8K<0.1%00.0%UnchangedHolders
Q2 2024568$289.0K<0.1%−50−8.1%ReducedHolders
Q1 2024618$305.5K<0.1%−405−39.6%ReducedHolders
Q4 20231,023$538.3K0.1%+1,023NewHolders
Q3 20230$00.0%−761−100.0%Sold outHolders
Q2 2023761$365.6K0.1%−1−0.1%ReducedHolders
Q1 2023762$359.9K0.1%00.0%UnchangedHolders
Q4 2022762$403.8K0.1%00.0%UnchangedHolders
Q3 2022762$385.0K0.1%−34−4.3%ReducedHolders
Q2 2022796$409.0K0.1%+53+7.1%AddedHolders
Q1 2022743$379.0K0.1%+2+0.3%AddedHolders
Q4 2021741$372.0K<0.1%+2+0.3%AddedHolders
Q3 2021739$289.0K<0.1%+2+0.3%AddedHolders
Q2 2021737$295.0K<0.1%+2+0.3%AddedHolders
Q1 2021735$273.0K<0.1%––Holders

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