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Livermore
Livermore
ZHEN

Blue Square Asset Management, LLC

SEC CIK
0001769578
Latest filing
Jul 14, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Blue Square Asset 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)
724
Value
$300.9K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of UNH by Blue Square Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026724$300.9K0.1%+724NewHolders
Q1 20260$00.0%−724−100.0%Sold outHolders
Q4 2025724$239.0K0.1%−213−22.7%ReducedHolders
Q3 2025937$323.6K0.1%−5,482−85.4%ReducedHolders
Q2 20256,419$2.00M0.9%+1,228+23.7%AddedHolders
Q1 20255,191$2.72M1.5%−54−1.0%ReducedHolders
Q4 20245,245$2.65M1.3%+127+2.5%AddedHolders
Q3 20245,118$2.99M1.6%+203+4.1%AddedHolders
Q2 20244,915$2.50M1.5%−105−2.1%ReducedHolders
Q1 20245,020$2.48M1.6%−315−5.9%ReducedHolders
Q4 20235,335$2.81M1.9%−5−0.1%ReducedHolders
Q3 20235,340$2.69M2.0%+1,632+44.0%AddedHolders
Q2 20233,708$1.78M1.3%+2,175+141.9%AddedHolders
Q1 20231,533$724.5K0.5%+798+108.6%AddedHolders
Q4 2022735$389.7K0.3%00.0%UnchangedHolders
Q3 2022735$371.0K0.3%00.0%UnchangedHolders
Q2 2022735$378.0K0.8%00.0%UnchangedHolders
Q1 2022735$375.0K0.3%00.0%UnchangedHolders
Q4 2021735$369.0K0.2%−14−1.9%ReducedHolders
Q3 2021749$293.0K0.2%00.0%UnchangedHolders
Q2 2021749$300.0K0.2%−31−4.0%ReducedHolders
Q1 2021780$290.0K0.2%––Holders

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