AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

UNH holding history

UnitedHealth Group Inc in every 13F filed by AE 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 overview All 13F holders of UNH Full Q2 2026 holdings

Shares (Q2 2026): 194,452
Value: $80.8M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of UNH by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	194,452	$80.8M	0.4%	+43,764+29.0%	Added	Holders
Q1 2026	150,688	$40.8M	0.2%	+98,112+186.6%	Added	Holders
Q4 2025	52,576	$17.4M	0.1%	−67,084−56.1%	Reduced	Holders
Q3 2025	119,660	$41.3M	0.3%	+1,937+1.6%	Added	Holders
Q2 2025	117,723	$36.7M	0.3%	−45,868−28.0%	Reduced	Holders
Q1 2025	163,591	$85.7M	0.7%	+13,550+9.0%	Added	Holders
Q4 2024	150,041	$75.9M	0.6%	+24,069+19.1%	Added	Holders
Q3 2024	125,972	$73.7M	0.7%	+2,839+2.3%	Added	Holders
Q2 2024	123,133	$62.7M	0.6%	+30,995+33.6%	Added	Holders
Q1 2024	92,138	$45.6M	0.5%	−62,292−40.3%	Reduced	Holders
Q4 2023	154,430	$77.7M	0.4%	+7,650+5.2%	Added	Holders
Q3 2023	146,780	$74.0M	0.4%	+13,504+10.1%	Added	Holders
Q2 2023	133,276	$64.1M	0.4%	+8,294+6.6%	Added	Holders
Q1 2023	124,982	$59.1M	0.4%	+13,216+11.8%	Added	Holders
Q4 2022	111,766	$59.3M	0.4%	+12,529+12.6%	Added	Holders
Q3 2022	99,237	$50.1M	0.4%	+6,803+7.4%	Added	Holders
Q2 2022	92,434	$47.5M	0.4%	+4,385+5.0%	Added	Holders
Q1 2022	88,049	$44.9M	0.3%	+11,288+14.7%	Added	Holders
Q4 2021	76,761	$38.5M	0.3%	+11,243+17.2%	Added	Holders
Q3 2021	65,518	$25.6M	0.2%	+2,923+4.7%	Added	Holders
Q2 2021	62,595	$25.1M	0.2%	−1,620−2.5%	Reduced	Holders
Q1 2021	64,215	$23.9M	0.2%	–	–	Holders

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