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Winthrop Advisory Group LLC

SEC CIK
0001739043
Latest filing
Jul 17, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Winthrop Advisory Group 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)
1,507
Value
$626.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by Winthrop Advisory Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,507$626.5K<0.1%+18+1.2%AddedHolders
Q1 20261,489$403.0K<0.1%+167+12.6%AddedHolders
Q4 20251,322$437.4K<0.1%−131−9.0%ReducedHolders
Q3 20251,453$501.7K<0.1%−92−6.0%ReducedHolders
Q2 20251,545$482.0K<0.1%+359+30.3%AddedHolders
Q1 20251,186$621.1K0.1%−115−8.8%ReducedHolders
Q4 20241,301$658.2K0.1%+31+2.4%AddedHolders
Q3 20241,270$742.3K0.1%−54−4.1%ReducedHolders
Q2 20241,324$674.3K0.1%+75+6.0%AddedHolders
Q1 20241,249$617.8K0.1%−13−1.0%ReducedHolders
Q4 20231,262$664.2K0.1%+142+12.7%AddedHolders
Q3 20231,120$564.7K0.1%+1+0.1%AddedHolders
Q2 20231,119$538.0K0.1%+181+19.3%AddedHolders
Q1 2023938$443.3K0.1%+14+1.5%AddedHolders
Q4 2022924$489.6K0.1%−14−1.5%ReducedHolders
Q3 2022938$474.0K0.1%−9−1.0%ReducedHolders
Q2 2022947$486.0K0.1%−6−0.6%ReducedHolders
Q1 2022953$486.0K0.1%+16+1.7%AddedHolders
Q4 2021937$471.0K0.1%+140+17.6%AddedHolders
Q3 2021797$311.0K0.1%−212−21.0%ReducedHolders
Q2 20211,009$404.0K0.1%−254−20.1%ReducedHolders
Q1 20211,263$470.0K0.1%––Holders

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