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Livermore
Livermore
ZHEN

Marotta Asset Management

SEC CIK
0001802091
Latest filing
Oct 2, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Marotta Asset Management, 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 Q3 2026 holdings

Shares (Q3 2026)
825
Value
$302.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by Marotta Asset Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2026825$302.8K0.1%−21−2.5%ReducedHolders
Q2 2026846$360.9K0.1%−157−15.7%ReducedHolders
Q1 20261,003$274.8K0.1%−2−0.2%ReducedHolders
Q4 20251,005$331.8K0.1%00.0%UnchangedHolders
Q3 20251,005$350.0K0.1%−464−31.6%ReducedHolders
Q2 20251,469$458.3K0.1%−23−1.5%ReducedHolders
Q1 20251,492$872.3K0.2%00.0%UnchangedHolders
Q4 20241,492$752.7K0.2%00.0%UnchangedHolders
Q3 20241,492$872.3K0.2%−7−0.5%ReducedHolders
Q2 20241,499$741.5K0.2%+37+2.5%AddedHolders
Q1 20241,462$723.3K0.1%−68−4.4%ReducedHolders
Q4 20231,530$805.5K0.2%−94−5.8%ReducedHolders
Q3 20231,624$818.8K0.2%−10−0.6%ReducedHolders
Q2 20231,634$785.4K0.2%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20221,634$866.3K0.2%−16−1.0%ReducedHolders
Q3 20221,650$833.3K0.2%−33−2.0%ReducedHolders
Q2 20221,683$870.8K0.2%−5−0.3%ReducedHolders
Q1 20221,688$860.8K0.2%+24+1.4%AddedHolders
Q4 20211,664$835.6K0.2%+213+14.7%AddedHolders
Q3 20211,451$567.0K0.1%00.0%UnchangedHolders
Q2 20211,451$587.5K0.1%+8+0.6%AddedHolders
Q1 20211,443$529.7K0.1%––Holders

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