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Copperleaf Capital, LLC

SEC CIK
0001802225
Latest filing
Oct 28, 2025

UNH holding history

UnitedHealth Group Inc in every 13F filed by Copperleaf Capital, 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 Q3 2025 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of UNH by Copperleaf Capital, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−1,182−100.0%Sold outHolders
Q2 20251,182$368.8K0.2%−99−7.7%ReducedHolders
Q1 20251,281$671.0K0.4%−833−39.4%ReducedHolders
Q4 20242,114$1.07M0.7%+652+44.6%AddedHolders
Q3 20241,462$854.8K0.7%−13−0.9%ReducedHolders
Q2 20241,475$751.1K0.6%−27−1.8%ReducedHolders
Q1 20241,502$743.0K0.6%+97+6.9%AddedHolders
Q4 20231,405$739.6K0.8%−43−3.0%ReducedHolders
Q3 20231,448$730.0K0.8%−202−12.2%ReducedHolders
Q2 20231,650$793.0K0.7%−576−25.9%ReducedHolders
Q1 20232,226$1.05M1.0%+23+1.0%AddedHolders
Q4 20222,203$1.17M1.3%−1,001−31.2%ReducedHolders
Q3 20223,204$1.62M1.8%+223+7.5%AddedHolders
Q2 20222,981$1.53M1.5%+45+1.5%AddedHolders
Q1 20222,936$1.50M1.3%+64+2.2%AddedHolders
Q4 20212,872$1.44M1.2%−205−6.7%ReducedHolders
Q3 20213,077$1.20M1.2%+54+1.8%AddedHolders
Q2 20213,023$1.21M1.2%−29−1.0%ReducedHolders
Q1 20213,052$1.14M1.2%––Holders

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