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Livermore
Livermore
ZHEN

Ullmann Financial Group, Inc.

SEC CIK
0001697725
Latest filing
Aug 10, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Ullmann Financial Group, Inc., 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)
1,547
Value
$643.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by Ullmann Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,547$643.0K0.1%+363+30.7%AddedHolders
Q1 20261,184$320.4K<0.1%−8−0.7%ReducedHolders
Q4 20251,192$407.2K<0.1%+12+1.0%AddedHolders
Q3 20251,180$407.5K<0.1%+216+22.4%AddedHolders
Q2 2025964$300.9K<0.1%−261−21.3%ReducedHolders
Q1 20251,225$641.7K0.1%−190−13.4%ReducedHolders
Q4 20241,415$715.9K0.1%+91+6.9%AddedHolders
Q3 20241,324$774.2K0.1%+117+9.7%AddedHolders
Q2 20241,207$614.8K0.1%+150+14.2%AddedHolders
Q1 20241,057$523.0K0.1%−101−8.7%ReducedHolders
Q4 20231,158$609.8K0.1%+252+27.8%AddedHolders
Q3 2023906$456.9K0.1%+118+15.0%AddedHolders
Q2 2023788$378.8K0.1%+56+7.7%AddedHolders
Q1 2023732$346.0K0.1%+64+9.6%AddedHolders
Q4 2022668$354.2K0.1%−50−7.0%ReducedHolders
Q3 2022718$363.0K0.1%00.0%UnchangedHolders
Q2 2022718$369.0K0.1%00.0%UnchangedHolders
Q1 2022718$366.0K0.1%00.0%UnchangedHolders
Q4 2021718$361.0K0.1%+15+2.1%AddedHolders
Q3 2021703$275.0K0.1%+116+19.8%AddedHolders
Q2 2021587$235.0K0.1%00.0%UnchangedHolders
Q1 2021587$218.0K0.1%––Holders

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