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Donoghue Forlines LLC

SEC CIK
0001702435
Latest filing
Aug 7, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Donoghue Forlines 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)
13,767
Value
$5.72M
% of portfolio
1.5%
Quarters held
12
Since Q1 2021
Holdings of UNH by Donoghue Forlines LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,767$5.72M1.5%+7,930+135.9%AddedHolders
Q1 20265,837$1.58M0.4%+5,837NewHolders
Q2 20240$00.0%−1,279−100.0%Sold outHolders
Q1 20241,279$632.7K0.2%+185+16.9%AddedHolders
Q4 20231,094$576.0K0.2%−477−30.4%ReducedHolders
Q3 20231,571$792.1K0.3%+783+99.4%AddedHolders
Q2 2023788$378.7K0.1%+788NewHolders
Q4 20220$00.0%−1,319−100.0%Sold outHolders
Q3 20221,319$666.0K0.2%−103−7.2%ReducedHolders
Q2 20221,422$730.0K0.2%−185−11.5%ReducedHolders
Q1 20221,607$820.0K0.2%+1,607NewHolders
Q4 20210$00.0%−2,697−100.0%Sold outHolders
Q3 20212,697$1.05M0.2%−163−5.7%ReducedHolders
Q2 20212,860$1.15M0.2%−614−17.7%ReducedHolders
Q1 20213,474$1.29M0.3%––Holders

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