Skip to main content
Livermore
Livermore
ZHEN

Cooper/Haims Advisors, LLC

SEC CIK
0001654033
Latest filing
Aug 14, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Cooper/Haims 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)
725
Value
$301.3K
% of portfolio
0.1%
Quarters held
18
Since Q4 2021
Holdings of UNH by Cooper/Haims Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026725$301.3K0.1%+725NewHolders
Q1 20260$00.0%−658−100.0%Sold outHolders
Q4 2025658$217.1K0.1%−146−18.2%ReducedHolders
Q3 2025804$277.8K0.1%−104−11.5%ReducedHolders
Q2 2025908$283.4K0.1%+140+18.2%AddedHolders
Q1 2025768$402.3K0.2%−52−6.3%ReducedHolders
Q4 2024820$414.8K0.2%−40−4.7%ReducedHolders
Q3 2024860$502.8K0.3%−12−1.4%ReducedHolders
Q2 2024872$444.0K0.2%−14−1.6%ReducedHolders
Q1 2024886$438.2K0.3%−38−4.1%ReducedHolders
Q4 2023924$486.3K0.3%00.0%UnchangedHolders
Q3 2023924$465.6K0.4%+1+0.1%AddedHolders
Q2 2023923$443.9K0.3%+75+8.8%AddedHolders
Q1 2023848$400.9K0.3%−120−12.4%ReducedHolders
Q4 2022968$513.0K0.4%−63−6.1%ReducedHolders
Q3 20221,031$521.0K0.4%00.0%UnchangedHolders
Q2 20221,031$530.0K0.3%+66+6.8%AddedHolders
Q1 2022965$492.0K0.3%+447+86.3%AddedHolders
Q4 2021518$260.0K0.2%+518NewHolders