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Livermore
Livermore
ZHEN

Pasadena Private Wealth, LLC

SEC CIK
0001760578
Latest filing
Aug 10, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Pasadena Private Wealth, 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)
870
Value
$361.6K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of UNH by Pasadena Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026870$361.6K<0.1%−52−5.6%ReducedHolders
Q1 2026922$249.4K<0.1%−31−3.3%ReducedHolders
Q4 2025953$314.5K<0.1%−115−10.8%ReducedHolders
Q3 20251,068$368.7K0.1%00.0%UnchangedHolders
Q2 20251,068$333.1K0.1%+150+16.3%AddedHolders
Q1 2025918$480.6K0.1%+63+7.4%AddedHolders
Q4 2024855$432.4K0.1%+4+0.5%AddedHolders
Q3 2024851$497.4K0.1%+3+0.4%AddedHolders
Q2 2024848$431.7K0.1%00.0%UnchangedHolders
Q1 2024848$419.4K0.1%00.0%UnchangedHolders
Q4 2023848$446.3K0.1%00.0%UnchangedHolders
Q3 2023848$427.4K0.1%00.0%UnchangedHolders
Q2 2023848$407.4K0.1%00.0%UnchangedHolders
Q1 2023848$400.6K0.1%00.0%UnchangedHolders
Q4 2022848$449.4K0.1%−19−2.2%ReducedHolders
Q3 2022867$438.0K0.2%00.0%UnchangedHolders
Q2 2022867$445.0K0.2%−12−1.4%ReducedHolders
Q1 2022879$448.0K0.1%+12+1.4%AddedHolders
Q4 2021867$435.0K0.1%+867NewHolders