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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by CWS Financial Advisors, 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)
688
Value
$286.0K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of UNH by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026688$286.0K0.1%+688NewHolders
Q1 20260$00.0%−684−100.0%Sold outHolders
Q4 2025684$225.8K0.1%00.0%UnchangedHolders
Q3 2025684$236.2K0.1%00.0%UnchangedHolders
Q2 2025684$213.4K0.1%00.0%UnchangedHolders
Q1 2025684$358.2K0.1%00.0%UnchangedHolders
Q4 2024684$346.0K0.1%00.0%UnchangedHolders
Q3 2024684$399.9K0.1%00.0%UnchangedHolders
Q2 2024684$348.3K0.1%00.0%UnchangedHolders
Q1 2024684$338.4K0.1%−161−19.1%ReducedHolders
Q4 2023845$444.9K0.2%−4−0.5%ReducedHolders
Q3 2023849$428.1K0.2%+3+0.4%AddedHolders
Q2 2023846$406.6K0.2%+5+0.6%AddedHolders
Q1 2023841$397.4K0.2%+52+6.6%AddedHolders
Q4 2022789$294.0K0.1%−80−9.2%ReducedHolders
Q3 2022869$439.0K0.2%00.0%UnchangedHolders
Q2 2022869$446.0K0.2%00.0%UnchangedHolders
Q1 2022869$443.0K0.2%+6+0.7%AddedHolders
Q4 2021863$433.0K0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 2021799$320.0K0.1%+10+1.3%AddedHolders
Q1 2021789$294.0K0.1%––Holders

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