Wealthspire Advisors, LLC

SEC CIK: 0001646247
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

UNH holding history

UnitedHealth Group Inc in every 13F filed by Wealthspire Advisors, 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): 15,639
Value: $6.50M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of UNH by Wealthspire Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,639	$6.50M	<0.1%	+3,128+25.0%	Added	Holders
Q1 2026	12,511	$3.39M	<0.1%	−4,887−28.1%	Reduced	Holders
Q4 2025	17,398	$5.74M	<0.1%	+5,777+49.7%	Added	Holders
Q3 2025	11,621	$4.01M	<0.1%	−1,472−11.2%	Reduced	Holders
Q2 2025	13,093	$4.08M	<0.1%	−1,014−7.2%	Reduced	Holders
Q1 2025	14,107	$7.39M	<0.1%	+130+0.9%	Added	Holders
Q4 2024	13,977	$7.07M	0.1%	+614+4.6%	Added	Holders
Q3 2024	13,363	$7.81M	0.1%	+1,664+14.2%	Added	Holders
Q2 2024	11,699	$5.96M	0.1%	−531−4.3%	Reduced	Holders
Q1 2024	12,230	$6.05M	0.1%	−285−2.3%	Reduced	Holders
Q4 2023	12,515	$6.59M	0.1%	+222+1.8%	Added	Holders
Q3 2023	12,293	$6.20M	0.1%	+962+8.5%	Added	Holders
Q2 2023	11,331	$5.45M	0.1%	−134−1.2%	Reduced	Holders
Q1 2023	11,465	$5.42M	0.1%	−3,775−24.8%	Reduced	Holders
Q4 2022	15,240	$8.08M	0.1%	+4,740+45.1%	Added	Holders
Q3 2022	10,500	$5.30M	0.1%	+59+0.6%	Added	Holders
Q2 2022	10,441	$5.36M	0.1%	+2,682+34.6%	Added	Holders
Q1 2022	7,759	$3.96M	0.1%	−4,527−36.8%	Reduced	Holders
Q4 2021	12,286	$6.17M	0.1%	−828−6.3%	Reduced	Holders
Q3 2021	13,114	$5.12M	0.1%	+4,288+48.6%	Added	Holders
Q2 2021	8,826	$3.53M	0.1%	−14,875−62.8%	Reduced	Holders
Q1 2021	23,701	$8.82M	0.2%	–	–	Holders

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