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Western Wealth Management, LLC

SEC CIK
0001767902
Latest filing
Aug 14, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Western 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 2026)
11,736
Value
$4.88M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of UNH by Western Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,736$4.88M0.2%−2,033−14.8%ReducedHolders
Q1 202613,769$3.73M0.1%+5,232+61.3%AddedHolders
Q4 20258,537$2.82M0.1%−5−0.1%ReducedHolders
Q3 20258,542$2.95M0.2%−313−3.5%ReducedHolders
Q2 20258,855$2.76M0.2%+299+3.5%AddedHolders
Q1 20258,556$4.48M0.3%−3,759−30.5%ReducedHolders
Q4 202412,315$6.23M0.3%+555+4.7%AddedHolders
Q3 202411,760$6.88M0.4%+3,295+38.9%AddedHolders
Q2 20248,465$4.31M0.3%+179+2.2%AddedHolders
Q1 20248,286$4.10M0.3%−2,945−26.2%ReducedHolders
Q4 202311,231$5.91M0.4%−44−0.4%ReducedHolders
Q3 202311,275$5.68M0.5%+939+9.1%AddedHolders
Q2 202310,336$4.97M0.4%+278+2.8%AddedHolders
Q1 202310,058$4.75M0.4%−169−1.7%ReducedHolders
Q4 202210,227$5.42M0.6%−6,820−40.0%ReducedHolders
Q3 202217,047$8.74M0.5%+2,442+16.7%AddedHolders
Q2 202214,605$7.52M0.4%+1,431+10.9%AddedHolders
Q1 202213,174$6.72M0.3%+7,061+115.5%AddedHolders
Q4 20216,113$3.09M0.3%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20217,622$3.05M0.3%+3,091+68.2%AddedHolders
Q1 20214,531$1.69M0.2%––Holders

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