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SWS Partners

SEC CIK
0001731731
Latest filing
Aug 3, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by SWS Partners, 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)
7,714
Value
$3.21M
% of portfolio
0.7%
Quarters held
21
Since Q1 2021
Holdings of UNH by SWS Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,714$3.21M0.7%+2,042+36.0%AddedHolders
Q1 20265,672$1.53M0.4%+1,135+25.0%AddedHolders
Q4 20254,537$1.50M0.4%+212+4.9%AddedHolders
Q3 20254,325$1.49M0.4%+290+7.2%AddedHolders
Q2 20254,035$1.26M0.3%+175+4.5%AddedHolders
Q1 20253,860$2.02M0.7%−6−0.2%ReducedHolders
Q4 20243,866$1.96M0.6%−33−0.8%ReducedHolders
Q3 20243,899$2.28M0.7%−333−7.9%ReducedHolders
Q2 20244,232$2.15M0.6%−892−17.4%ReducedHolders
Q1 20245,124$2.54M0.8%+728+16.6%AddedHolders
Q4 20234,396$2.31M0.8%−372−7.8%ReducedHolders
Q3 20234,768$2.40M0.9%−1,752−26.9%ReducedHolders
Q2 20236,520$3.13M1.1%−234−3.5%ReducedHolders
Q1 20236,754$3.19M1.2%+6,754NewHolders
Q4 20220$00.0%−5,699−100.0%Sold outHolders
Q3 20225,699$2.88M1.3%−605−9.6%ReducedHolders
Q2 20226,304$3.24M2.7%−721−10.3%ReducedHolders
Q1 20227,025$3.59M2.3%−2,884−29.1%ReducedHolders
Q4 20219,909$4.98M2.8%−102−1.0%ReducedHolders
Q3 202110,011$3.91M2.4%+5,026+100.8%AddedHolders
Q2 20214,985$2.00M1.3%+114+2.3%AddedHolders
Q1 20214,871$1.81M1.2%––Holders

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