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Howard Wealth Management, LLC

SEC CIK
0001766286
Latest filing
Jul 21, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Howard Wealth Management, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of UNH by Howard Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−491−100.0%Sold outHolders
Q1 2025491$257.5K0.1%00.0%UnchangedHolders
Q4 2024491$248.6K0.1%−104−17.5%ReducedHolders
Q3 2024595$348.1K0.2%−5−0.8%ReducedHolders
Q2 2024600$305.6K0.2%−50−7.7%ReducedHolders
Q1 2024650$321.6K0.3%+6+0.9%AddedHolders
Q4 2023644$339.0K0.3%−15−2.3%ReducedHolders
Q3 2023659$332.3K0.3%00.0%UnchangedHolders
Q2 2023659$316.7K0.3%00.0%UnchangedHolders
Q1 2023659$311.4K0.3%00.0%UnchangedHolders
Q4 2022659$349.4K0.3%−6−0.9%ReducedHolders
Q3 2022665$335.0K0.2%+95+16.7%AddedHolders
Q2 2022570$292.0K0.3%−100−14.9%ReducedHolders
Q1 2022670$341.0K0.2%+35+5.5%AddedHolders
Q4 2021635$318.0K0.2%00.0%UnchangedHolders
Q3 2021635$248.0K0.1%−85−11.8%ReducedHolders
Q2 2021720$288.0K0.2%00.0%UnchangedHolders
Q1 2021720$267.0K0.2%––Holders

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