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Global Retirement Partners, LLC

SEC CIK
0001749744
Latest filing
Aug 6, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Global Retirement Partners, 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)
23,702
Value
$9.85M
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of UNH by Global Retirement Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,702$9.85M0.2%–No prior filingHolders
Q1 2026––––Not filedHolders
Q4 202515,373$5.07M0.1%+3,640+31.0%AddedHolders
Q3 202511,733$4.05M0.1%−1,759−13.0%ReducedHolders
Q2 202513,492$4.21M0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202419,436$9.83M0.3%+386+2.0%AddedHolders
Q3 202419,050$11.1M0.3%+234+1.2%AddedHolders
Q2 202418,816$9.58M0.3%+2,630+16.2%AddedHolders
Q1 202416,186$8.01M0.3%+318+2.0%AddedHolders
Q4 202315,868$8.24M0.3%+438+2.8%AddedHolders
Q3 202315,430$7.88M0.4%+131+0.9%AddedHolders
Q2 202315,299$7.35M0.4%+746+5.1%AddedHolders
Q1 202314,553$7.12M0.4%+1,087+8.1%AddedHolders
Q4 202213,466$7.14M0.5%+333+2.5%AddedHolders
Q3 202213,133$7.29M0.6%+448+3.5%AddedHolders
Q2 202212,685$6.52M0.5%−54−0.4%ReducedHolders
Q1 202212,739$6.34M0.5%+12,739NewHolders
Q4 20210$00.0%−11,864−100.0%Sold outHolders
Q3 202111,864$4.64M0.5%+547+4.8%AddedHolders
Q2 202111,317$4.53M0.5%+318+2.9%AddedHolders
Q1 202110,999$4.09M0.5%––Holders

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