CM Wealth Advisors LLC
- SEC CIK
- 0001764581
- Latest filing
- Aug 10, 2026
UNH holding history
UnitedHealth Group Inc in every 13F filed by CM 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)
- 961
- Value
- $399.4K
- % of portfolio
- 0.1%
- Quarters held
- 8
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 961 | $399.4K | 0.1% | +173+22.0% | Added | Holders |
| Q1 2026 | 788 | $213.2K | <0.1% | −65−7.6% | Reduced | Holders |
| Q4 2025 | 853 | $281.6K | 0.1% | +853 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −500−100.0% | Sold out | Holders |
| Q1 2025 | 500 | $261.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 500 | $252.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 500 | $292.3K | 0.1% | +35+7.5% | Added | Holders |
| Q2 2024 | 465 | $236.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 465 | $232.9K | 0.1% | +465 | New | Holders |