LWM Advisory Services, LLC
- SEC CIK
- 0001697716
- Latest filing
- Aug 3, 2026
UNH holding history
UnitedHealth Group Inc in every 13F filed by LWM Advisory Services, 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 (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 15
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −591−100.0% | Sold out | Holders |
| Q3 2025 | 591 | $208.1K | 0.1% | −160−21.3% | Reduced | Holders |
| Q2 2025 | 751 | $234.3K | 0.2% | +54+7.7% | Added | Holders |
| Q1 2025 | 697 | $364.7K | 0.3% | −55−7.3% | Reduced | Holders |
| Q4 2024 | 752 | $379.6K | 0.3% | −12−1.6% | Reduced | Holders |
| Q3 2024 | 764 | $446.7K | 0.3% | +764 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −751−100.0% | Sold out | Holders |
| Q1 2024 | 751 | $371.5K | 0.3% | −30−3.8% | Reduced | Holders |
| Q4 2023 | 781 | $411.2K | 0.4% | +74+10.5% | Added | Holders |
| Q3 2023 | 707 | $362.5K | 0.4% | +10+1.4% | Added | Holders |
| Q2 2023 | 697 | $323.9K | 0.3% | −47−6.3% | Reduced | Holders |
| Q1 2023 | 744 | $363.7K | 0.4% | +30+4.2% | Added | Holders |
| Q4 2022 | 714 | $353.1K | 0.4% | −908−56.0% | Reduced | Holders |
| Q3 2022 | 1,622 | $824.0K | 0.9% | +151+10.3% | Added | Holders |
| Q2 2022 | 1,471 | $751.0K | 0.9% | −77−5.0% | Reduced | Holders |
| Q1 2022 | 1,548 | $794.0K | 1.0% | −123−7.4% | Reduced | Holders |
| Q4 2021 | 1,671 | $839.0K | 1.0% | – | No prior filing | Holders |