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Livermore
Livermore
ZHEN

One Charles Private Wealth Services, LLC

SEC CIK
0001800938
Latest filing
Jul 15, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by One Charles Private Wealth Services, 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)
645
Value
$267.9K
% of portfolio
0.1%
Quarters held
20
Since Q2 2021
Holdings of UNH by One Charles Private Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026645$267.9K0.1%+645NewHolders
Q1 20260$00.0%−675−100.0%Sold outHolders
Q4 2025675$222.8K0.1%+3+0.4%AddedHolders
Q3 2025672$232.0K0.1%+14+2.1%AddedHolders
Q2 2025658$205.3K0.1%−26−3.8%ReducedHolders
Q1 2025684$358.2K0.1%+66+10.7%AddedHolders
Q4 2024618$312.6K0.1%+26+4.4%AddedHolders
Q3 2024592$346.1K0.1%00.0%UnchangedHolders
Q2 2024592$301.5K0.1%00.0%UnchangedHolders
Q1 2024592$292.9K0.1%+8+1.4%AddedHolders
Q4 2023584$307.5K0.2%00.0%UnchangedHolders
Q3 2023584$294.4K0.2%+10+1.7%AddedHolders
Q2 2023574$275.9K0.2%00.0%UnchangedHolders
Q1 2023574$271.3K0.2%−3−0.5%ReducedHolders
Q4 2022577$305.9K0.2%−3−0.5%ReducedHolders
Q3 2022580$293.0K0.2%+3+0.5%AddedHolders
Q2 2022577$289.0K0.2%−116−16.7%ReducedHolders
Q1 2022693$353.0K0.2%+4+0.6%AddedHolders
Q4 2021689$346.0K0.2%+19+2.8%AddedHolders
Q3 2021670$262.0K0.2%00.0%UnchangedHolders
Q2 2021670$268.0K0.2%+670NewHolders