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Livermore
Livermore
ZHEN

Winch Advisory Services, LLC

SEC CIK
0001585822
Latest filing
Aug 6, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Winch Advisory Services, 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)
1,345
Value
$559.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by Winch Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,345$559.2K0.1%−189−12.3%ReducedHolders
Q1 20261,534$415.0K0.1%−244−13.7%ReducedHolders
Q4 20251,778$587.0K0.1%+48+2.8%AddedHolders
Q3 20251,730$597.4K0.1%+250+16.9%AddedHolders
Q2 20251,480$461.7K0.1%+804+118.9%AddedHolders
Q1 2025676$354.3K0.1%+8+1.2%AddedHolders
Q4 2024668$337.9K0.1%+44+7.1%AddedHolders
Q3 2024624$365.1K0.1%+14+2.3%AddedHolders
Q2 2024610$310.8K0.1%+11+1.8%AddedHolders
Q1 2024599$296.3K0.1%+137+29.7%AddedHolders
Q4 2023462$243.1K0.1%+78+20.3%AddedHolders
Q3 2023384$194.0K0.1%+1+0.3%AddedHolders
Q2 2023383$184.0K0.1%+73+23.5%AddedHolders
Q1 2023310$147.0K0.1%00.0%UnchangedHolders
Q4 2022310$164.0K0.1%+39+14.4%AddedHolders
Q3 2022271$137.0K0.1%+1+0.4%AddedHolders
Q2 2022270$139.0K0.1%00.0%UnchangedHolders
Q1 2022270$138.0K<0.1%−1−0.4%ReducedHolders
Q4 2021271$136.0K<0.1%+1+0.4%AddedHolders
Q3 2021270$106.0K<0.1%+1+0.4%AddedHolders
Q2 2021269$108.0K<0.1%+1+0.4%AddedHolders
Q1 2021268$100.0K<0.1%––Holders

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