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Livermore
Livermore
ZHEN

TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by TRUE Private Wealth Advisors, 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)
3,743
Value
$1.56M
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of UNH by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,743$1.56M0.1%−12−0.3%ReducedHolders
Q1 20263,755$1.02M0.1%+90+2.5%AddedHolders
Q4 20253,665$1.21M0.1%−40−1.1%ReducedHolders
Q3 20253,705$1.28M0.1%+2,153+138.7%AddedHolders
Q2 20251,552$484.2K0.1%+1,109+250.3%AddedHolders
Q1 2025443$232.1K<0.1%+443NewHolders
Q3 20240$00.0%−2,299−100.0%Sold outHolders
Q2 20242,299$1.17M0.1%+75+3.4%AddedHolders
Q1 20242,224$1.10M0.1%+133+6.4%AddedHolders
Q4 20232,091$1.10M0.1%+198+10.5%AddedHolders
Q3 20231,893$954.4K0.1%+343+22.1%AddedHolders
Q2 20231,550$744.9K0.1%+52+3.5%AddedHolders
Q1 20231,498$707.8K0.1%+25+1.7%AddedHolders
Q4 20221,473$780.8K0.1%+20+1.4%AddedHolders
Q3 20221,453$734.0K0.1%−123−7.8%ReducedHolders
Q2 20221,576$809.0K0.1%−109−6.5%ReducedHolders
Q1 20221,685$855.0K0.1%+11+0.7%AddedHolders
Q4 20211,674$840.0K0.1%+120+7.7%AddedHolders
Q3 20211,554$607.0K0.1%−7−0.4%ReducedHolders
Q2 20211,561$625.0K0.1%−343−18.0%ReducedHolders
Q1 20211,904$708.0K0.1%––Holders

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