Monticello Wealth Management, LLC
- SEC CIK
- 0001791996
- Latest filing
- Aug 4, 2026
UNH holding history
UnitedHealth Group Inc in every 13F filed by Monticello 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)
- 581
- Value
- $241.6K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 581 | $241.6K | <0.1% | +581 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −388−100.0% | Sold out | Holders |
| Q1 2025 | 388 | $203.4K | <0.1% | +388 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −675−100.0% | Sold out | Holders |
| Q4 2023 | 675 | $355.4K | <0.1% | −37−5.2% | Reduced | Holders |
| Q3 2023 | 712 | $359.0K | <0.1% | +712 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −401−100.0% | Sold out | Holders |
| Q1 2023 | 401 | $212.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 401 | $212.6K | <0.1% | +4+1.0% | Added | Holders |
| Q3 2022 | 397 | $201.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 397 | $204.0K | <0.1% | −96−19.5% | Reduced | Holders |
| Q1 2022 | 493 | $251.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 493 | $248.0K | <0.1% | +493 | New | Holders |