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Cooper Financial Group

SEC CIK
0001751581
Latest filing
Jul 8, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Cooper Financial Group, 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)
4,459
Value
$1.85M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of UNH by Cooper Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,459$1.85M0.2%+420+10.4%AddedHolders
Q1 20264,039$1.09M0.1%−299−6.9%ReducedHolders
Q4 20254,338$1.43M0.2%+30+0.7%AddedHolders
Q3 20254,308$1.49M0.2%+119+2.8%AddedHolders
Q2 20254,189$1.31M0.2%−682−14.0%ReducedHolders
Q1 20254,871$2.55M0.3%+628+14.8%AddedHolders
Q4 20244,243$2.15M0.3%−29−0.7%ReducedHolders
Q3 20244,272$2.50M0.3%+1,541+56.4%AddedHolders
Q2 20242,731$1.39M0.2%+492+22.0%AddedHolders
Q1 20242,239$1.11M0.2%+165+8.0%AddedHolders
Q4 20232,074$1.09M0.2%+32+1.6%AddedHolders
Q3 20232,042$1.03M0.2%+125+6.5%AddedHolders
Q2 20231,917$921.2K0.2%+382+24.9%AddedHolders
Q1 20231,535$725.6K0.2%−102−6.2%ReducedHolders
Q4 20221,637$868.0K0.3%+125+8.3%AddedHolders
Q3 20221,512$764.0K0.3%+66+4.6%AddedHolders
Q2 20221,446$743.0K0.3%+414+40.1%AddedHolders
Q1 20221,032$526.0K0.2%+1,032NewHolders
Q4 20210$00.0%−562−100.0%Sold outHolders
Q3 2021562$220.0K<0.1%−12−2.1%ReducedHolders
Q2 2021574$230.0K<0.1%−47−7.6%ReducedHolders
Q1 2021621$231.0K0.1%––Holders

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