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Livermore
Livermore
ZHEN

Focused Wealth Management, Inc

SEC CIK
0001586052
Latest filing
Aug 6, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Focused Wealth Management, 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)
8,640
Value
$3.59M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of UNH by Focused Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,640$3.59M0.3%+466+5.7%AddedHolders
Q1 20268,174$2.21M0.2%+1,263+18.3%AddedHolders
Q4 20256,911$2.28M0.2%+155+2.3%AddedHolders
Q3 20256,756$2.33M0.3%+4,175+161.8%AddedHolders
Q2 20252,581$805.3K0.1%+2,084+419.3%AddedHolders
Q1 2025497$260.2K<0.1%−43−8.0%ReducedHolders
Q4 2024540$273.4K<0.1%−37−6.4%ReducedHolders
Q3 2024577$337.2K<0.1%+50+9.5%AddedHolders
Q2 2024527$268.5K<0.1%00.0%UnchangedHolders
Q1 2024527$260.5K<0.1%+12+2.3%AddedHolders
Q4 2023515$271.2K<0.1%+27+5.5%AddedHolders
Q3 2023488$246.0K<0.1%+2+0.4%AddedHolders
Q2 2023486$233.8K<0.1%−112−18.7%ReducedHolders
Q1 2023598$282.6K0.1%+138+30.0%AddedHolders
Q4 2022460$243.8K<0.1%+107+30.3%AddedHolders
Q3 2022353$178.0K<0.1%+1+0.3%AddedHolders
Q2 2022352$181.0K<0.1%+1+0.3%AddedHolders
Q1 2022351$179.0K<0.1%−5−1.4%ReducedHolders
Q4 2021356$179.0K<0.1%+8+2.3%AddedHolders
Q3 2021348$136.0K<0.1%+15+4.5%AddedHolders
Q2 2021333$133.0K<0.1%+1+0.3%AddedHolders
Q1 2021332$124.0K<0.1%––Holders

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