Great Valley Advisor Group, Inc.

SEC CIK: 0001769897
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

UNH holding history

UnitedHealth Group Inc in every 13F filed by Great Valley Advisor Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overview All 13F holders of UNH Full Q2 2026 holdings

Shares (Q2 2026): 20,268
Value: $8.42M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UNH by Great Valley Advisor Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20,268	$8.42M	0.1%	+1,987+10.9%	Added	Holders
Q1 2026	18,281	$4.95M	0.1%	−12,085−39.8%	Reduced	Holders
Q4 2025	30,366	$10.0M	0.2%	−222−0.7%	Reduced	Holders
Q3 2025	30,588	$10.6M	0.2%	−8,705−22.2%	Reduced	Holders
Q2 2025	39,293	$12.3M	0.3%	−365−0.9%	Reduced	Holders
Q1 2025	39,658	$20.8M	0.4%	−265−0.7%	Reduced	Holders
Q4 2024	39,923	$20.2M	0.5%	−1,039−2.5%	Reduced	Holders
Q3 2024	40,962	$23.9M	0.6%	+555+1.4%	Added	Holders
Q2 2024	40,407	$20.6M	0.6%	+1,660+4.3%	Added	Holders
Q1 2024	38,747	$19.2M	0.6%	−642−1.6%	Reduced	Holders
Q4 2023	39,389	$20.7M	0.7%	+5,092+14.8%	Added	Holders
Q3 2023	34,297	$17.3M	0.7%	+1,884+5.8%	Added	Holders
Q2 2023	32,413	$15.6M	0.7%	+2,038+6.7%	Added	Holders
Q1 2023	30,375	$14.4M	0.7%	+2,891+10.5%	Added	Holders
Q4 2022	27,484	$14.6M	0.7%	+34+0.1%	Added	Holders
Q3 2022	27,450	$13.9M	0.8%	+836+3.1%	Added	Holders
Q2 2022	26,614	$13.7M	0.8%	+7,851+41.8%	Added	Holders
Q1 2022	18,763	$9.51M	0.6%	+603+3.3%	Added	Holders
Q4 2021	18,160	$8.38M	0.5%	+184+1.0%	Added	Holders
Q3 2021	17,976	$7.02M	0.5%	+469+2.7%	Added	Holders
Q2 2021	17,507	$6.83M	0.5%	+503+3.0%	Added	Holders
Q1 2021	17,004	$6.33M	0.6%	–	–	Holders

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