Skip to main content

Wagner Wealth Management, LLC

SEC CIK
0001728657
Latest filing
Jul 24, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Wagner 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 overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of UNH by Wagner Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−773−100.0%Sold outHolders
Q4 2025773$255.2K0.1%+773NewHolders
Q4 20220$00.0%−141−100.0%Sold outHolders
Q3 2022141$71.0K0.1%−50−26.2%ReducedHolders
Q2 2022191$98.0K0.1%+191NewHolders
Q1 20220$00.0%−77−100.0%Sold outHolders
Q4 202177$39.0K<0.1%+11+16.7%AddedHolders
Q3 202166$30.0K<0.1%+11+20.0%AddedHolders
Q2 202155$22.0K<0.1%00.0%UnchangedHolders
Q1 202155$20.0K<0.1%––Holders

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