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Livermore
Livermore
ZHEN

Blue Zone Wealth Advisors, LLC

SEC CIK
0001803106
Latest filing
Jul 14, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Blue Zone Wealth 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)
27,416
Value
$11.4M
% of portfolio
2.0%
Quarters held
22
Since Q1 2021
Holdings of UNH by Blue Zone Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,416$11.4M2.0%−534−1.9%ReducedHolders
Q1 202627,950$7.56M1.5%+1,182+4.4%AddedHolders
Q4 202526,768$8.84M1.7%+518+2.0%AddedHolders
Q3 202526,250$9.06M1.8%+1,511+6.1%AddedHolders
Q2 202524,739$7.72M1.9%+11,657+89.1%AddedHolders
Q1 202513,082$6.85M1.9%+1,994+18.0%AddedHolders
Q4 202411,088$5.61M1.6%+291+2.7%AddedHolders
Q3 202410,797$6.31M2.0%+235+2.2%AddedHolders
Q2 202410,562$5.38M1.9%−357−3.3%ReducedHolders
Q1 202410,919$5.40M1.9%+719+7.0%AddedHolders
Q4 202310,200$5.37M2.1%+253+2.5%AddedHolders
Q3 20239,947$5.02M2.2%+239+2.5%AddedHolders
Q2 20239,708$4.67M2.2%+9,036+1,344.6%AddedHolders
Q1 2023672$317.3K0.2%−153−18.5%ReducedHolders
Q4 2022825$437.6K0.2%00.0%UnchangedHolders
Q3 2022825$417.0K0.2%−11−1.3%ReducedHolders
Q2 2022836$430.0K0.2%+6+0.7%AddedHolders
Q1 2022830$423.0K0.2%+51+6.5%AddedHolders
Q4 2021779$391.0K0.1%+121+18.4%AddedHolders
Q3 2021658$257.0K0.1%00.0%UnchangedHolders
Q2 2021658$263.0K0.1%−83−11.2%ReducedHolders
Q1 2021741$276.0K0.1%––Holders

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