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River Wealth Advisors LLC

SEC CIK
0001642570
Latest filing
Aug 4, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by River Wealth Advisors 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)
972
Value
$404.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by River Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026972$404.0K<0.1%−2−0.2%ReducedHolders
Q1 2026974$263.6K<0.1%−75−7.1%ReducedHolders
Q4 20251,049$346.3K<0.1%−703−40.1%ReducedHolders
Q3 20251,752$605.0K0.1%−9,475−84.4%ReducedHolders
Q2 202511,227$3.50M0.4%−1,305−10.4%ReducedHolders
Q1 202512,532$6.56M0.9%−46−0.4%ReducedHolders
Q4 202412,578$6.36M0.8%+1,105+9.6%AddedHolders
Q3 202411,473$6.71M0.9%+428+3.9%AddedHolders
Q2 202411,045$5.62M0.8%+567+5.4%AddedHolders
Q1 202410,478$5.18M0.8%+293+2.9%AddedHolders
Q4 202310,185$5.36M0.9%+335+3.4%AddedHolders
Q3 20239,850$4.97M0.9%+655+7.1%AddedHolders
Q2 20239,195$4.42M0.7%+444+5.1%AddedHolders
Q1 20238,751$4.14M0.8%+818+10.3%AddedHolders
Q4 20227,933$4.21M0.8%+1,539+24.1%AddedHolders
Q3 20226,394$3.23M0.7%+418+7.0%AddedHolders
Q2 20225,976$3.07M0.6%+290+5.1%AddedHolders
Q1 20225,686$2.90M0.5%+963+20.4%AddedHolders
Q4 20214,723$2.37M0.4%+164+3.6%AddedHolders
Q3 20214,559$1.78M0.3%−8−0.2%ReducedHolders
Q2 20214,567$1.83M0.3%+81+1.8%AddedHolders
Q1 20214,486$1.67M0.3%––Holders

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