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Livermore
Livermore
ZHEN

KFA Private Wealth Group, LLC

SEC CIK
0001800556
Latest filing
Jul 28, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by KFA Private Wealth Group, 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)
717
Value
$298.1K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of UNH by KFA Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026717$298.1K0.1%−250−25.9%ReducedHolders
Q1 2026967$261.8K0.1%+56+6.1%AddedHolders
Q4 2025911$300.6K0.1%−47−4.9%ReducedHolders
Q3 2025958$330.9K0.1%+176+22.5%AddedHolders
Q2 2025782$244.1K0.1%+198+33.9%AddedHolders
Q1 2025584$306.1K0.1%+139+31.2%AddedHolders
Q4 2024445$225.1K0.1%+15+3.5%AddedHolders
Q3 2024430$251.2K0.1%+430NewHolders
Q2 20240$00.0%−2,807−100.0%Sold outHolders
Q1 20242,807$1.39M0.4%+92+3.4%AddedHolders
Q4 20232,715$1.43M0.5%+21+0.8%AddedHolders
Q3 20232,694$1.36M0.6%−99−3.5%ReducedHolders
Q2 20232,793$1.34M0.6%+184+7.1%AddedHolders
Q1 20232,609$1.23M0.6%+54+2.1%AddedHolders
Q4 20222,555$1.35M0.7%+10.0%AddedHolders
Q3 20222,554$1.29M0.7%+10.0%AddedHolders
Q2 20222,553$1.31M0.7%+10.0%AddedHolders
Q1 20222,552$1.30M0.7%+10.0%AddedHolders
Q4 20212,551$1.28M0.6%−81−3.1%ReducedHolders
Q3 20212,632$1.03M0.6%+10.0%AddedHolders
Q2 20212,631$1.05M0.6%−10.0%ReducedHolders
Q1 20212,632$979.0K0.6%––Holders

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