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Livermore
Livermore
ZHEN

Waterfront Wealth Inc.

SEC CIK
0001775210
Latest filing
Jul 30, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Waterfront Wealth Inc., 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)
2,066
Value
$877.3K
% of portfolio
0.1%
Quarters held
16
Since Q1 2022
Holdings of UNH by Waterfront Wealth Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,066$877.3K0.1%+254+14.0%AddedHolders
Q1 20261,812$490.3K0.1%+1,812NewHolders
Q3 20250$00.0%−2,621−100.0%Sold outHolders
Q2 20252,621$817.7K0.2%−68−2.5%ReducedHolders
Q1 20252,689$1.41M0.3%+497+22.7%AddedHolders
Q4 20242,192$1.11M0.3%+73+3.4%AddedHolders
Q3 20242,119$1.20M0.3%+73+3.6%AddedHolders
Q2 20242,046$1.04M0.3%+13+0.6%AddedHolders
Q1 20242,033$1.01M0.3%+81+4.1%AddedHolders
Q4 20231,952$1.03M0.3%+51+2.7%AddedHolders
Q3 20231,901$989.6K0.3%+34+1.8%AddedHolders
Q2 20231,867$952.0K0.3%+263+16.4%AddedHolders
Q1 20231,604$757.8K0.2%+75+4.9%AddedHolders
Q4 20221,529$740.4K0.3%−30−1.9%ReducedHolders
Q3 20221,559$849.0K0.3%+285+22.4%AddedHolders
Q2 20221,274$654.0K0.3%+500+64.6%AddedHolders
Q1 2022774$420.0K0.1%+774NewHolders