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Livermore
Livermore
ZHEN

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by HighMark 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 2026)
720
Value
$299.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026720$299.3K0.1%−68−8.6%ReducedHolders
Q1 2026788$217.9K0.1%−79−9.1%ReducedHolders
Q4 2025867$286.3K0.1%+145+20.1%AddedHolders
Q3 2025722$249.3K0.1%+305+73.1%AddedHolders
Q2 2025417$130.2K0.1%+75+21.9%AddedHolders
Q1 2025342$178.1K0.1%+15+4.6%AddedHolders
Q4 2024327$165.5K0.1%+10+3.2%AddedHolders
Q3 2024317$185.4K0.1%+13+4.3%AddedHolders
Q2 2024304$154.8K0.1%−28−8.4%ReducedHolders
Q1 2024332$170.2K0.1%+12+3.8%AddedHolders
Q4 2023320$168.5K0.1%+1+0.3%AddedHolders
Q3 2023319$160.9K0.1%00.0%UnchangedHolders
Q2 2023319$153.3K0.1%00.0%UnchangedHolders
Q1 2023319$150.8K0.1%+302+1,776.5%AddedHolders
Q4 202217$9.02K<0.1%+4+30.8%AddedHolders
Q3 202213$7.00K<0.1%00.0%UnchangedHolders
Q2 202213$7.00K<0.1%−32−71.1%ReducedHolders
Q1 202245$23.0K<0.1%−1−2.2%ReducedHolders
Q4 202146$23.0K<0.1%00.0%UnchangedHolders
Q3 202146$18.0K<0.1%−21−31.3%ReducedHolders
Q2 202167$22.0K<0.1%−1−1.5%ReducedHolders
Q1 202168$25.0K<0.1%––Holders

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