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Livermore
Livermore
ZHEN

HHM Wealth Advisors, LLC

SEC CIK
0001750086
Latest filing
Jul 13, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by HHM Wealth Advisors, 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)
2,820
Value
$1.17M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by HHM Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,820$1.17M0.1%−557−16.5%ReducedHolders
Q1 20263,377$913.7K0.1%+63+1.9%AddedHolders
Q4 20253,314$1.09M0.1%−123−3.6%ReducedHolders
Q3 20253,437$1.19M0.1%+226+7.0%AddedHolders
Q2 20253,211$1.00M0.1%+264+9.0%AddedHolders
Q1 20252,947$1.54M0.2%+26+0.9%AddedHolders
Q4 20242,921$1.48M0.2%+1,866+176.9%AddedHolders
Q3 20241,055$617.1K0.1%+64+6.5%AddedHolders
Q2 2024991$504.7K0.1%−44−4.3%ReducedHolders
Q1 20241,035$512.0K0.1%−38−3.5%ReducedHolders
Q4 20231,073$564.9K0.1%00.0%UnchangedHolders
Q3 20231,073$541.0K0.1%00.0%UnchangedHolders
Q2 20231,073$515.7K0.1%+295+37.9%AddedHolders
Q1 2023778$367.7K0.1%+138+21.6%AddedHolders
Q4 2022640$339.3K0.1%+8+1.3%AddedHolders
Q3 2022632$319.0K0.1%−213−25.2%ReducedHolders
Q2 2022845$434.0K0.1%−35−4.0%ReducedHolders
Q1 2022880$449.0K0.1%+3+0.3%AddedHolders
Q4 2021877$440.0K0.1%00.0%UnchangedHolders
Q3 2021877$343.0K0.1%−4−0.5%ReducedHolders
Q2 2021881$353.0K0.1%00.0%UnchangedHolders
Q1 2021881$328.0K0.1%––Holders

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