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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Arkadios Wealth Advisors, 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)
25,742
Value
$10.7M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of UNH by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,742$10.7M0.2%+982+4.0%AddedHolders
Q1 202624,760$6.70M0.1%+2,737+12.4%AddedHolders
Q4 202522,023$7.27M0.1%−260−1.2%ReducedHolders
Q3 202522,283$7.69M0.2%+2,852+14.7%AddedHolders
Q2 202519,431$6.06M0.2%+4,081+26.6%AddedHolders
Q1 202515,350$8.04M0.3%+5,631+57.9%AddedHolders
Q4 20249,719$4.92M0.3%−1,601−14.1%ReducedHolders
Q3 202411,320$6.62M0.4%+2,143+23.4%AddedHolders
Q2 20249,177$4.67M0.3%−235−2.5%ReducedHolders
Q1 20249,412$4.66M0.4%+105+1.1%AddedHolders
Q4 20239,307$4.90M0.4%+27+0.3%AddedHolders
Q3 20239,280$4.68M0.4%+602+6.9%AddedHolders
Q2 20238,678$4.17M0.5%−112−1.3%ReducedHolders
Q1 20238,790$4.15M0.5%+683+8.4%AddedHolders
Q4 20228,107$4.30M0.6%−4,649−36.4%ReducedHolders
Q3 202212,756$6.44M1.0%−579−4.3%ReducedHolders
Q2 202213,335$6.85M1.0%+54+0.4%AddedHolders
Q1 202213,281$6.77M0.9%−173−1.3%ReducedHolders
Q4 202113,454$6.76M0.9%+7,501+126.0%AddedHolders
Q3 20215,953$2.33M0.3%+34+0.6%AddedHolders
Q2 20215,919$2.37M0.3%+915+18.3%AddedHolders
Q1 20215,004$1.86M0.3%––Holders

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