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Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Dougherty Wealth Advisers 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)
76
Value
$31.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of UNH by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202676$31.6K<0.1%+76NewHolders
Q1 20260$00.0%−510−100.0%Sold outHolders
Q4 2025510$168.4K0.1%00.0%UnchangedHolders
Q3 2025510$176.1K0.1%00.0%UnchangedHolders
Q2 2025510$159.1K0.1%00.0%UnchangedHolders
Q1 2025510$267.1K0.2%00.0%UnchangedHolders
Q4 2024510$258.0K0.2%00.0%UnchangedHolders
Q3 2024510$298.2K0.2%−28−5.2%ReducedHolders
Q2 2024538$274.0K0.2%+20+3.9%AddedHolders
Q1 2024518$256.3K0.2%00.0%UnchangedHolders
Q4 2023518$272.7K0.3%00.0%UnchangedHolders
Q3 2023518$261.2K0.3%00.0%UnchangedHolders
Q2 2023518$249.0K0.3%−53−9.3%ReducedHolders
Q1 2023571$269.8K0.4%00.0%UnchangedHolders
Q4 2022571$302.7K0.5%00.0%UnchangedHolders
Q3 2022571$288.0K0.6%00.0%UnchangedHolders
Q2 2022571$293.0K0.5%00.0%UnchangedHolders
Q1 2022571$291.0K0.4%00.0%UnchangedHolders
Q4 2021571$287.0K0.4%00.0%UnchangedHolders
Q3 2021571$223.0K0.3%00.0%UnchangedHolders
Q2 2021571$229.0K0.3%00.0%UnchangedHolders
Q1 2021571$212.0K0.3%––Holders

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