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Plancorp, LLC

SEC CIK
0001599579
Latest filing
Jul 14, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Plancorp, 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)
9,656
Value
$4.14M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by Plancorp, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,656$4.14M0.1%−227−2.3%ReducedHolders
Q1 20269,883$3.01M0.1%−250−2.5%ReducedHolders
Q4 202510,133$3.35M0.1%−17−0.2%ReducedHolders
Q3 202510,150$3.50M0.1%−1,745−14.7%ReducedHolders
Q2 202511,895$3.71M0.1%−385−3.1%ReducedHolders
Q1 202512,280$6.43M0.3%−525−4.1%ReducedHolders
Q4 202412,805$6.48M0.3%+1,711+15.4%AddedHolders
Q3 202411,094$6.49M0.3%−377−3.3%ReducedHolders
Q2 202411,471$5.84M0.3%+23+0.2%AddedHolders
Q1 202411,448$5.66M0.2%−99−0.9%ReducedHolders
Q4 202311,547$6.08M0.3%+227+2.0%AddedHolders
Q3 202311,320$5.71M0.3%+322+2.9%AddedHolders
Q2 202310,998$5.29M0.3%−6−0.1%ReducedHolders
Q1 202311,004$5.20M0.3%−29−0.3%ReducedHolders
Q4 202211,033$5.85M0.3%−746−6.3%ReducedHolders
Q3 202211,779$5.95M0.4%+52+0.4%AddedHolders
Q2 202211,727$6.02M0.4%+46+0.4%AddedHolders
Q1 202211,681$5.96M0.4%+230+2.0%AddedHolders
Q4 202111,451$5.75M0.4%+216+1.9%AddedHolders
Q3 202111,235$4.39M0.3%+78+0.7%AddedHolders
Q2 202111,157$4.47M0.4%−30−0.3%ReducedHolders
Q1 202111,187$4.16M0.9%––Holders

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