Skip to main content
Livermore
Livermore
ZHEN

Trust Asset Management LLC

SEC CIK
0001608376
Latest filing
Jul 14, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Trust Asset Management 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)
10,010
Value
$4.16M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of UNH by Trust Asset Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,010$4.16M0.3%−200−2.0%ReducedHolders
Q1 202610,210$2.76M0.2%00.0%UnchangedHolders
Q4 202510,210$3.37M0.2%−390−3.7%ReducedHolders
Q3 202510,600$3.66M0.3%00.0%UnchangedHolders
Q2 202510,600$3.31M0.2%00.0%UnchangedHolders
Q1 202510,600$5.55M0.5%+55+0.5%AddedHolders
Q4 202410,545$5.33M0.4%00.0%UnchangedHolders
Q3 202410,545$6.17M0.5%00.0%UnchangedHolders
Q2 202410,545$5.37M0.5%00.0%UnchangedHolders
Q1 202410,545$5.22M0.5%00.0%UnchangedHolders
Q4 202310,545$5.55M0.5%−396−3.6%ReducedHolders
Q3 202310,941$5.52M0.6%00.0%UnchangedHolders
Q2 202310,941$5.26M0.5%00.0%UnchangedHolders
Q1 202310,941$5.17M0.6%+337+3.2%AddedHolders
Q4 202210,604$5.62M0.7%00.0%UnchangedHolders
Q3 202210,604$5.36M0.7%+717+7.3%AddedHolders
Q2 20229,887$5.08M0.7%+427+4.5%AddedHolders
Q1 20229,460$4.82M0.6%+302+3.3%AddedHolders
Q4 20219,158$4.60M0.6%00.0%UnchangedHolders
Q3 20219,158$3.58M0.5%+605+7.1%AddedHolders
Q2 20218,553$3.42M0.5%+928+12.2%AddedHolders
Q1 20217,625$2.84M0.4%––Holders

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