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WESPAC Advisors SoCal, LLC

SEC CIK
0001668188
Latest filing
Jul 16, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by WESPAC Advisors SoCal, 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 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of UNH by WESPAC Advisors SoCal, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−20,508−100.0%Sold outHolders
Q1 202420,508$10.1M2.7%+87+0.4%AddedHolders
Q4 202320,421$10.8M3.1%+433+2.2%AddedHolders
Q3 202319,988$10.1M3.4%−25−0.1%ReducedHolders
Q2 202320,013$9.62M3.3%+45+0.2%AddedHolders
Q1 202319,968$9.44M3.3%+495+2.5%AddedHolders
Q4 202219,473$10.3M3.8%+328+1.7%AddedHolders
Q3 202219,145$10.6M4.4%−129−0.7%ReducedHolders
Q2 202219,274$9.90M3.8%−522−2.6%ReducedHolders
Q1 202219,796$10.1M3.1%−508−2.5%ReducedHolders
Q4 202120,304$9.51M2.9%−170−0.8%ReducedHolders
Q3 202120,474$8.05M2.6%+182+0.9%AddedHolders
Q2 202120,292$8.13M2.7%−7,190−26.2%ReducedHolders
Q1 202127,482$10.2M4.0%––Holders

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