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Livermore
Livermore
ZHEN

Waldron Private Wealth LLC

SEC CIK
0001598180
Latest filing
Jul 20, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Waldron Private Wealth 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)
1,170
Value
$486.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by Waldron Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,170$486.3K<0.1%−53−4.3%ReducedHolders
Q1 20261,223$330.9K<0.1%−254−17.2%ReducedHolders
Q4 20251,477$487.6K<0.1%+271+22.5%AddedHolders
Q3 20251,206$416.4K<0.1%+262+27.8%AddedHolders
Q2 2025944$294.5K<0.1%−215−18.6%ReducedHolders
Q1 20251,159$607.0K<0.1%−10,886−90.4%ReducedHolders
Q4 202412,045$6.09M0.2%+160+1.3%AddedHolders
Q3 202411,885$6.95M0.3%+269+2.3%AddedHolders
Q2 202411,616$5.92M0.3%+16+0.1%AddedHolders
Q1 202411,600$5.74M0.3%−953−7.6%ReducedHolders
Q4 202312,553$6.61M0.3%+841+7.2%AddedHolders
Q3 202311,712$5.91M0.3%+631+5.7%AddedHolders
Q2 202311,081$5.33M0.3%−1,870−14.4%ReducedHolders
Q1 202312,951$6.12M0.3%+321+2.5%AddedHolders
Q4 202212,630$6.38M0.4%00.0%UnchangedHolders
Q3 202212,630$6.38M0.4%+189+1.5%AddedHolders
Q2 202212,441$6.39M0.4%+2,004+19.2%AddedHolders
Q1 202210,437$5.32M0.3%−166−1.6%ReducedHolders
Q4 202110,603$5.32M0.3%−7−0.1%ReducedHolders
Q3 202110,610$4.14M0.2%+1,398+15.2%AddedHolders
Q2 20219,212$3.69M0.2%−79−0.9%ReducedHolders
Q1 20219,291$3.46M0.2%––Holders

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