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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Mascoma Wealth Management 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 2026)
398
Value
$165.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026398$165.4K<0.1%+10+2.6%AddedHolders
Q1 2026388$105.0K<0.1%−162−29.5%ReducedHolders
Q4 2025550$181.6K<0.1%+3+0.5%AddedHolders
Q3 2025547$188.9K<0.1%00.0%UnchangedHolders
Q2 2025547$170.6K<0.1%−92−14.4%ReducedHolders
Q1 2025639$334.7K0.1%00.0%UnchangedHolders
Q4 2024639$323.2K0.1%−15−2.3%ReducedHolders
Q3 2024654$382.4K0.1%−52−7.4%ReducedHolders
Q2 2024706$359.5K0.1%−129−15.4%ReducedHolders
Q1 2024835$413.1K0.1%00.0%UnchangedHolders
Q4 2023835$439.6K0.1%−23−2.7%ReducedHolders
Q3 2023858$432.6K0.1%+92+12.0%AddedHolders
Q2 2023766$387.5K0.1%−99−11.4%ReducedHolders
Q1 2023865$425.8K0.1%−24−2.7%ReducedHolders
Q4 2022889$471.5K0.1%−163−15.5%ReducedHolders
Q3 20221,052$531.0K0.2%+1+0.1%AddedHolders
Q2 20221,051$540.0K0.2%−36−3.3%ReducedHolders
Q1 20221,087$554.0K0.2%+112+11.5%AddedHolders
Q4 2021975$490.0K0.2%+109+12.6%AddedHolders
Q3 2021866$338.0K0.1%−9−1.0%ReducedHolders
Q2 2021875$350.0K0.1%00.0%UnchangedHolders
Q1 2021875$326.0K0.1%––Holders

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