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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Heritage Wealth Advisors, 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)
34
Value
$14.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of UNH by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634$14.1K<0.1%−166−83.0%ReducedHolders
Q1 2026200$54.1K<0.1%+200NewHolders
Q4 20250$00.0%−60−100.0%Sold outHolders
Q3 202560$20.9K<0.1%−2−3.2%ReducedHolders
Q2 202562$19.5K<0.1%−361−85.3%ReducedHolders
Q1 2025423$221.7K<0.1%−112,659−99.6%ReducedHolders
Q4 2024113,082$57.2M2.8%+1,177+1.1%AddedHolders
Q3 2024111,905$65.4M3.1%+4,685+4.4%AddedHolders
Q2 2024107,220$54.6M2.5%+6,439+6.4%AddedHolders
Q1 2024100,781$49.9M2.3%+6,626+7.0%AddedHolders
Q4 202394,155$49.6M2.5%−5,351−5.4%ReducedHolders
Q3 202399,506$50.2M2.7%+5,861+6.3%AddedHolders
Q2 202393,645$45.0M2.4%+1,982+2.2%AddedHolders
Q1 202391,663$43.3M2.4%+5,319+6.2%AddedHolders
Q4 202286,344$45.8M2.7%+2,303+2.7%AddedHolders
Q3 202284,041$42.4M3.1%+2,384+2.9%AddedHolders
Q2 202281,657$41.9M2.9%+15,114+22.7%AddedHolders
Q1 202266,543$33.9M1.9%+3,684+5.9%AddedHolders
Q4 202162,859$31.6M1.7%+3,619+6.1%AddedHolders
Q3 202159,240$23.1M1.4%+1,841+3.2%AddedHolders
Q2 202157,399$23.0M1.4%+5,154+9.9%AddedHolders
Q1 202152,245$19.4M1.2%––Holders

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