Boston Private Wealth LLC

SEC CIK: 0001626116
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

UNH holding history

UnitedHealth Group Inc in every 13F filed by Boston 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 overview All 13F holders of UNH Full Q2 2026 holdings

Shares (Q2 2026): 6,424
Value: $2.67M
% of portfolio: 0.2%
Quarters held: 21; Since Q1 2021

Holdings of UNH by Boston Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,424	$2.67M	0.2%	−207−3.1%	Reduced	Holders
Q1 2026	6,631	$1.79M	0.1%	−6,941−51.1%	Reduced	Holders
Q4 2025	13,572	$4.48M	0.3%	−1,327−8.9%	Reduced	Holders
Q3 2025	14,899	$5.14M	0.3%	−2,826−15.9%	Reduced	Holders
Q2 2025	17,725	$5.53M	0.3%	−4,770−21.2%	Reduced	Holders
Q1 2025	22,495	$11.8M	0.5%	−1,257−5.3%	Reduced	Holders
Q4 2024	23,752	$12.0M	0.2%	+23,752	New	Holders
Q3 2024	0	$0	0.0%	−25,046−100.0%	Sold out	Holders
Q2 2024	25,046	$12.8M	0.3%	−2,964−10.6%	Reduced	Holders
Q1 2024	28,010	$13.9M	0.3%	−3,337−10.6%	Reduced	Holders
Q4 2023	31,347	$16.5M	0.4%	−4,435−12.4%	Reduced	Holders
Q3 2023	35,782	$18.0M	0.4%	−2,155−5.7%	Reduced	Holders
Q2 2023	37,937	$18.2M	0.3%	−4,397−10.4%	Reduced	Holders
Q1 2023	42,334	$20.0M	0.3%	−10,558−20.0%	Reduced	Holders
Q4 2022	52,892	$28.0M	0.4%	−13,329−20.1%	Reduced	Holders
Q3 2022	66,221	$33.4M	0.5%	+17,604+36.2%	Added	Holders
Q2 2022	48,617	$25.0M	0.4%	+1,162+2.4%	Added	Holders
Q1 2022	47,455	$24.2M	0.3%	−7,791−14.1%	Reduced	Holders
Q4 2021	55,246	$27.7M	0.5%	−3,337−5.7%	Reduced	Holders
Q3 2021	58,583	$22.9M	0.3%	+1,463+2.6%	Added	Holders
Q2 2021	57,120	$22.9M	0.3%	+1,802+3.3%	Added	Holders
Q1 2021	55,318	$20.6M	0.3%	–	–	Holders

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