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WP Advisors, LLC

SEC CIK
0001697796
Latest filing
Jul 29, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by WP Advisors, 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)
21,846
Value
$9.08M
% of portfolio
2.2%
Quarters held
22
Since Q1 2021
Holdings of UNH by WP Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,846$9.08M2.2%−1,499−6.4%ReducedHolders
Q1 202623,345$6.32M1.6%−888−3.7%ReducedHolders
Q4 202524,233$8.00M2.0%+664+2.8%AddedHolders
Q3 202523,569$8.14M2.1%+5,266+28.8%AddedHolders
Q2 202518,303$5.71M1.6%+13,208+259.2%AddedHolders
Q1 20255,095$2.67M0.9%+438+9.4%AddedHolders
Q4 20244,657$2.36M0.8%+29+0.6%AddedHolders
Q3 20244,628$2.71M1.0%−255−5.2%ReducedHolders
Q2 20244,883$2.49M0.8%+25+0.5%AddedHolders
Q1 20244,858$2.40M0.8%+263+5.7%AddedHolders
Q4 20234,595$2.42M0.9%+47+1.0%AddedHolders
Q3 20234,548$2.29M1.0%+47+1.0%AddedHolders
Q2 20234,501$2.16M0.9%+57+1.3%AddedHolders
Q1 20234,444$2.10M0.9%+85+1.9%AddedHolders
Q4 20224,359$2.31M1.0%−22−0.5%ReducedHolders
Q3 20224,381$2.21M1.0%+62+1.4%AddedHolders
Q2 20224,319$2.22M1.0%−10.0%ReducedHolders
Q1 20224,320$2.20M0.9%−68−1.5%ReducedHolders
Q4 20214,388$2.20M0.9%+70+1.6%AddedHolders
Q3 20214,318$1.69M0.7%−6−0.1%ReducedHolders
Q2 20214,324$1.73M0.7%+109+2.6%AddedHolders
Q1 20214,215$1.57M0.7%––Holders

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