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Livermore
Livermore
ZHEN

Benchmark Financial Wealth Advisors, LLC

SEC CIK
0001757706
Latest filing
Jul 17, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Benchmark Financial 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)
2,158
Value
$896.9K
% of portfolio
0.2%
Quarters held
21
Since Q2 2021
Holdings of UNH by Benchmark Financial Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,158$896.9K0.2%−155−6.7%ReducedHolders
Q1 20262,313$625.8K0.2%−591−20.4%ReducedHolders
Q4 20252,904$958.8K0.3%+229+8.6%AddedHolders
Q3 20252,675$923.7K0.3%+1,629+155.7%AddedHolders
Q2 20251,046$326.4K0.1%+29+2.9%AddedHolders
Q1 20251,017$532.9K0.2%−115−10.2%ReducedHolders
Q4 20241,132$572.8K0.2%+6+0.5%AddedHolders
Q3 20241,126$658.1K0.2%+396+54.2%AddedHolders
Q2 2024730$371.7K0.1%−45−5.8%ReducedHolders
Q1 2024775$383.3K0.1%+80+11.5%AddedHolders
Q4 2023695$365.7K0.2%+53+8.3%AddedHolders
Q3 2023642$323.6K0.2%−59−8.4%ReducedHolders
Q2 2023701$336.9K0.2%−33−4.5%ReducedHolders
Q1 2023734$346.8K0.2%−3−0.4%ReducedHolders
Q4 2022737$390.6K0.2%−7−0.9%ReducedHolders
Q3 2022744$376.0K0.2%+197+36.0%AddedHolders
Q2 2022547$281.0K0.1%−155−22.1%ReducedHolders
Q1 2022702$358.0K0.2%−31−4.2%ReducedHolders
Q4 2021733$368.0K0.2%+31+4.4%AddedHolders
Q3 2021702$274.0K0.1%+153+27.9%AddedHolders
Q2 2021549$220.0K0.1%+549NewHolders