O'Brien Wealth Partners LLC
- SEC CIK
- 0001689874
- Latest filing
- Jan 22, 2026
UNH holding history
UnitedHealth Group Inc in every 13F filed by O'Brien Wealth Partners 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 Q4 2025 holdings
- Shares (Q4 2025)
- 61
- Value
- $20.1K
- % of portfolio
- <0.1%
- Quarters held
- 18
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 61 | $20.1K | <0.1% | −1−1.6% | Reduced | Holders |
| Q3 2025 | 62 | $21.4K | <0.1% | −15−19.5% | Reduced | Holders |
| Q2 2025 | 77 | $24.0K | <0.1% | −10−11.5% | Reduced | Holders |
| Q1 2025 | 87 | $45.6K | <0.1% | +37+74.0% | Added | Holders |
| Q4 2024 | 50 | $25.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 50 | $29.2K | <0.1% | −7−12.3% | Reduced | Holders |
| Q2 2024 | 57 | $29.0K | <0.1% | −7−10.9% | Reduced | Holders |
| Q1 2024 | 64 | $31.7K | <0.1% | −14−17.9% | Reduced | Holders |
| Q4 2023 | 78 | $41.1K | <0.1% | +21+36.8% | Added | Holders |
| Q3 2023 | 57 | $28.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 57 | $27.4K | <0.1% | −21−26.9% | Reduced | Holders |
| Q1 2023 | 78 | $36.9K | <0.1% | −27−25.7% | Reduced | Holders |
| Q4 2022 | 105 | $55.7K | <0.1% | −138−56.8% | Reduced | Holders |
| Q3 2022 | 243 | $123.0K | 0.1% | +7+3.0% | Added | Holders |
| Q2 2022 | 236 | $121.0K | 0.1% | +47+24.9% | Added | Holders |
| Q1 2022 | 189 | $92.0K | <0.1% | +103+119.8% | Added | Holders |
| Q4 2021 | 86 | $42.0K | <0.1% | +64+290.9% | Added | Holders |
| Q3 2021 | 22 | $9.00K | <0.1% | +22 | New | Holders |