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Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Selective Wealth Management, Inc., 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 (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of UNH by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−402−100.0%Sold outHolders
Q3 2022402$203.0K0.1%+10+2.6%AddedHolders
Q2 2022392$201.0K0.1%−36−8.4%ReducedHolders
Q1 2022428$218.0K0.1%−15−3.4%ReducedHolders
Q4 2021443$222.0K0.1%−250−36.1%ReducedHolders
Q3 2021693$271.0K0.1%+585+541.7%AddedHolders
Q2 2021108$43.0K<0.1%+91+535.3%AddedHolders
Q1 202117$6.00K<0.1%––Holders

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