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Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Mattern Wealth Management 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of UNH by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−2,213−100.0%Sold outHolders
Q1 20252,213$1.16M0.3%−22−1.0%ReducedHolders
Q4 20242,235$1.13M0.2%−429−16.1%ReducedHolders
Q3 20242,664$1.56M0.3%−4,179−61.1%ReducedHolders
Q2 20246,843$3.49M0.8%−1,726−20.1%ReducedHolders
Q1 20248,569$4.24M1.0%−128−1.5%ReducedHolders
Q4 20238,697$4.58M1.2%+523+6.4%AddedHolders
Q3 20238,174$4.12M1.2%+97+1.2%AddedHolders
Q2 20238,077$3.88M1.1%+1,137+16.4%AddedHolders
Q1 20236,940$3.28M1.1%−476−6.4%ReducedHolders
Q4 20227,416$3.93M1.6%+360+5.1%AddedHolders
Q3 20227,056$3.56M1.4%+120+1.7%AddedHolders
Q2 20226,936$3.56M1.4%+70+1.0%AddedHolders
Q1 20226,866$3.50M1.1%+384+5.9%AddedHolders
Q4 20216,482$3.25M1.0%+112+1.8%AddedHolders
Q3 20216,370$2.49M0.8%−21−0.3%ReducedHolders
Q2 20216,391$2.68M0.9%−61−0.9%ReducedHolders
Q1 20216,452$2.40M0.8%––Holders

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