Mutual Advisors, LLC

SEC CIK: 0001694080
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

UNH holding history

UnitedHealth Group Inc in every 13F filed by Mutual Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overview All 13F holders of UNH Full Q2 2026 holdings

Shares (Q2 2026): 16,829
Value: $6.99M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UNH by Mutual Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,829	$6.99M	0.1%	−409−2.4%	Reduced	Holders
Q1 2026	17,238	$4.66M	0.1%	+467+2.8%	Added	Holders
Q4 2025	16,771	$5.54M	0.1%	−957−5.4%	Reduced	Holders
Q3 2025	17,728	$6.39M	0.1%	−3,492−16.5%	Reduced	Holders
Q2 2025	21,220	$5.96M	0.1%	+4,488+26.8%	Added	Holders
Q1 2025	16,732	$7.00M	0.2%	−1,733−9.4%	Reduced	Holders
Q4 2024	18,465	$9.43M	0.3%	−2,370−11.4%	Reduced	Holders
Q3 2024	20,835	$11.7M	0.3%	+1,346+6.9%	Added	Holders
Q2 2024	19,489	$11.0M	0.3%	−187−1.0%	Reduced	Holders
Q1 2024	19,676	$9.73M	0.3%	+328+1.7%	Added	Holders
Q4 2023	19,348	$10.2M	0.4%	+1,046+5.7%	Added	Holders
Q3 2023	18,302	$9.23M	0.4%	+1,461+8.7%	Added	Holders
Q2 2023	16,841	$8.09M	0.3%	+1,045+6.6%	Added	Holders
Q1 2023	15,796	$7.46M	0.3%	+854+5.7%	Added	Holders
Q4 2022	14,942	$7.92M	0.4%	+876+6.2%	Added	Holders
Q3 2022	14,066	$7.10M	0.4%	+1,762+14.3%	Added	Holders
Q2 2022	12,304	$6.32M	0.4%	+927+8.1%	Added	Holders
Q1 2022	11,377	$5.80M	0.3%	−370−3.1%	Reduced	Holders
Q4 2021	11,747	$5.90M	0.3%	+283+2.5%	Added	Holders
Q3 2021	11,464	$4.48M	0.3%	+575+5.3%	Added	Holders
Q2 2021	10,889	$4.36M	0.3%	+812+8.1%	Added	Holders
Q1 2021	10,077	$3.75M	0.3%	–	–	Holders

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