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Naples Global Advisors, LLC

SEC CIK
0001582151
Latest filing
Jul 23, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Naples Global 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)
12,559
Value
$5.22M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of UNH by Naples Global Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,559$5.22M0.3%+457+3.8%AddedHolders
Q1 202612,102$3.27M0.2%−421−3.4%ReducedHolders
Q4 202512,523$4.13M0.3%−317−2.5%ReducedHolders
Q3 202512,840$4.43M0.3%−3,990−23.7%ReducedHolders
Q2 202516,830$5.25M0.5%+1,505+9.8%AddedHolders
Q1 202515,325$8.03M0.8%+857+5.9%AddedHolders
Q4 202414,468$7.32M0.7%+428+3.0%AddedHolders
Q3 202414,040$8.21M0.8%−44−0.3%ReducedHolders
Q2 202414,084$7.17M0.7%+504+3.7%AddedHolders
Q1 202413,580$6.72M0.7%+1,332+10.9%AddedHolders
Q4 202312,248$6.45M0.7%−197−1.6%ReducedHolders
Q3 202312,445$6.27M0.8%+98+0.8%AddedHolders
Q2 202312,347$5.93M0.7%+520+4.4%AddedHolders
Q1 202311,827$5.59M0.7%+315+2.7%AddedHolders
Q4 202211,512$6.10M0.8%−166−1.4%ReducedHolders
Q3 202211,678$5.90M0.8%+102+0.9%AddedHolders
Q2 202211,576$5.95M0.8%+104+0.9%AddedHolders
Q1 202211,472$5.85M0.7%+103+0.9%AddedHolders
Q4 202111,369$5.71M0.7%+352+3.2%AddedHolders
Q3 202111,017$4.30M0.6%+50.0%AddedHolders
Q2 202111,012$4.41M0.6%−39−0.4%ReducedHolders
Q1 202111,051$4.11M0.6%––Holders

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