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Livermore
Livermore
ZHEN

Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Segment Wealth 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 Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of UNH by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−15,340−100.0%Sold outHolders
Q4 202515,340$5.06M0.3%+238+1.6%AddedHolders
Q3 202515,102$5.21M0.3%−18,316−54.8%ReducedHolders
Q2 202533,418$10.4M0.7%+1,610+5.1%AddedHolders
Q1 202531,808$16.7M1.1%+1,062+3.5%AddedHolders
Q4 202430,746$15.6M1.1%+547+1.8%AddedHolders
Q3 202430,199$17.7M1.2%+39+0.1%AddedHolders
Q2 202430,160$15.4M1.1%+333+1.1%AddedHolders
Q1 202429,827$14.8M1.1%+642+2.2%AddedHolders
Q4 202329,185$15.4M1.4%+1,090+3.9%AddedHolders
Q3 202328,095$14.2M1.4%+1,270+4.7%AddedHolders
Q2 202326,825$12.9M1.3%−288−1.1%ReducedHolders
Q1 202327,113$12.8M1.4%+318+1.2%AddedHolders
Q4 202226,795$14.2M1.6%+362+1.4%AddedHolders
Q3 202226,433$13.3M1.7%+201+0.8%AddedHolders
Q2 202226,232$13.5M1.7%+723+2.8%AddedHolders
Q1 202225,509$13.0M1.3%+1,134+4.7%AddedHolders
Q4 202124,375$12.2M1.3%+743+3.1%AddedHolders
Q3 202123,632$9.23M1.1%+303+1.3%AddedHolders
Q2 202123,329$9.34M1.1%+631+2.8%AddedHolders
Q1 202122,698$8.45M1.1%––Holders

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