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Livermore
Livermore
ZHEN

Client 1st Advisory Group, LLC

SEC CIK
0001802816
Latest filing
Jul 13, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Client 1st Advisory Group, 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)
581
Value
$241.5K
% of portfolio
0.1%
Quarters held
19
Since Q2 2021
Holdings of UNH by Client 1st Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026581$241.5K0.1%+581NewHolders
Q1 20260$00.0%−685−100.0%Sold outHolders
Q4 2025685$226.1K0.1%+73+11.9%AddedHolders
Q3 2025612$211.3K0.1%+612NewHolders
Q2 20250$00.0%−578−100.0%Sold outHolders
Q1 2025578$302.7K0.1%00.0%UnchangedHolders
Q4 2024578$292.4K0.1%−32−5.2%ReducedHolders
Q3 2024610$356.7K0.1%−104−14.6%ReducedHolders
Q2 2024714$363.6K0.2%−96−11.9%ReducedHolders
Q1 2024810$400.7K0.2%+65+8.7%AddedHolders
Q4 2023745$392.2K0.2%+62+9.1%AddedHolders
Q3 2023683$344.4K0.2%00.0%UnchangedHolders
Q2 2023683$328.3K0.2%−238−25.8%ReducedHolders
Q1 2023921$435.3K0.2%00.0%UnchangedHolders
Q4 2022921$488.3K0.3%00.0%UnchangedHolders
Q3 2022921$465.0K0.3%+104+12.7%AddedHolders
Q2 2022817$420.0K0.2%+23+2.9%AddedHolders
Q1 2022794$405.0K0.2%+240+43.3%AddedHolders
Q4 2021554$278.0K0.1%+16+3.0%AddedHolders
Q3 2021538$210.0K0.1%+23+4.5%AddedHolders
Q2 2021515$206.0K0.1%+515NewHolders