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Livermore
Livermore
ZHEN

Element Wealth, LLC

SEC CIK
0001802743
Latest filing
Aug 14, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Element Wealth, 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)
1,817
Value
$755.0K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of UNH by Element Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,817$755.0K0.3%−8−0.4%ReducedHolders
Q1 20261,825$493.9K0.2%+88+5.1%AddedHolders
Q4 20251,737$573.5K0.2%+23+1.3%AddedHolders
Q3 20251,714$591.8K0.3%+365+27.1%AddedHolders
Q2 20251,349$421.0K0.2%+607+81.8%AddedHolders
Q1 2025742$388.5K0.2%00.0%UnchangedHolders
Q4 2024742$375.3K0.2%+4+0.5%AddedHolders
Q3 2024738$431.7K0.2%−1−0.1%ReducedHolders
Q2 2024739$376.4K0.2%−53−6.7%ReducedHolders
Q1 2024792$392.0K0.2%+29+3.8%AddedHolders
Q4 2023763$401.6K0.3%−31−3.9%ReducedHolders
Q3 2023794$400.1K0.3%+1+0.1%AddedHolders
Q2 2023793$381.3K0.3%+39+5.2%AddedHolders
Q1 2023754$356.2K0.3%+1+0.1%AddedHolders
Q4 2022753$399.4K0.3%00.0%UnchangedHolders
Q3 2022753$380.0K0.4%+1+0.1%AddedHolders
Q2 2022752$387.0K0.4%+11+1.5%AddedHolders
Q1 2022741$378.0K0.3%−98−11.7%ReducedHolders
Q4 2021839$422.0K0.3%+13+1.6%AddedHolders
Q3 2021826$323.0K0.3%−4−0.5%ReducedHolders
Q2 2021830$332.0K0.3%+19+2.3%AddedHolders
Q1 2021811$302.0K0.3%––Holders

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