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Livermore
Livermore
ZHEN

SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by SkyOak Wealth, 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)
592
Value
$246.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of UNH by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026592$246.1K<0.1%+592NewHolders
Q1 20260$00.0%−612−100.0%Sold outHolders
Q4 2025612$202.0K<0.1%−30−4.7%ReducedHolders
Q3 2025642$221.7K<0.1%−2,665−80.6%ReducedHolders
Q2 20253,307$1.03M0.2%−94−2.8%ReducedHolders
Q1 20253,401$1.78M0.4%+311+10.1%AddedHolders
Q4 20243,090$1.56M0.3%+139+4.7%AddedHolders
Q3 20242,951$1.73M0.4%−632−17.6%ReducedHolders
Q2 20243,583$1.82M0.4%+246+7.4%AddedHolders
Q1 20243,337$1.65M0.4%+833+33.3%AddedHolders
Q4 20232,504$1.32M0.3%+45+1.8%AddedHolders
Q3 20232,459$1.24M0.4%+217+9.7%AddedHolders
Q2 20232,242$1.08M0.3%+155+7.4%AddedHolders
Q1 20232,087$986.3K0.3%+1,309+168.3%AddedHolders
Q4 2022778$412.5K0.1%−383−33.0%ReducedHolders
Q3 20221,161$586.0K0.2%+415+55.6%AddedHolders
Q2 2022746$383.0K0.1%−467−38.5%ReducedHolders
Q1 20221,213$619.0K0.2%+487+67.1%AddedHolders
Q4 2021726$365.0K0.1%−70−8.8%ReducedHolders
Q3 2021796$311.0K0.1%−64−7.4%ReducedHolders
Q2 2021860$344.0K0.1%00.0%UnchangedHolders
Q1 2021860$339.0K0.1%––Holders

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