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Schneider Downs Wealth Management Advisors, LP

SEC CIK
0001665359
Latest filing
Aug 5, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Schneider Downs Wealth Management Advisors, LP, 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 (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of UNH by Schneider Downs Wealth Management Advisors, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−1,216−100.0%Sold outHolders
Q3 20221,216$614.0K0.2%−531−30.4%ReducedHolders
Q2 20221,747$897.0K0.3%−13−0.7%ReducedHolders
Q1 20221,760$898.0K0.2%−118−6.3%ReducedHolders
Q4 20211,878$943.0K0.2%−31−1.6%ReducedHolders
Q3 20211,909$746.0K0.2%+238+14.2%AddedHolders
Q2 20211,671$669.0K0.2%+8+0.5%AddedHolders
Q1 20211,663$619.0K0.2%––Holders

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