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Keebeck Wealth Management, LLC

SEC CIK
0001803675
Latest filing
Aug 11, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Keebeck 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)
11,754
Value
$4.89M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of UNH by Keebeck Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,754$4.89M0.5%+9,212+362.4%AddedHolders
Q1 20262,542$687.9K0.1%−1,397−35.5%ReducedHolders
Q4 20253,939$1.30M0.2%+991+33.6%AddedHolders
Q3 20252,948$1.02M0.1%−149−4.8%ReducedHolders
Q2 20253,097$966.3K0.1%−5,598−64.4%ReducedHolders
Q1 20258,695$4.55M0.7%−347−3.8%ReducedHolders
Q4 20249,042$4.57M0.7%−179−1.9%ReducedHolders
Q3 20249,221$5.39M0.8%−175−1.9%ReducedHolders
Q2 20249,396$4.79M0.7%−191−2.0%ReducedHolders
Q1 20249,587$4.74M0.7%−1,458−13.2%ReducedHolders
Q4 202311,045$5.82M1.0%+65+0.6%AddedHolders
Q3 202310,980$5.54M1.0%+192+1.8%AddedHolders
Q2 202310,788$5.19M0.7%+1,122+11.6%AddedHolders
Q1 20239,666$4.57M0.7%+489+5.3%AddedHolders
Q4 20229,177$4.87M0.9%+342+3.9%AddedHolders
Q3 20228,835$4.46M0.9%+637+7.8%AddedHolders
Q2 20228,198$4.21M0.8%−672−7.6%ReducedHolders
Q1 20228,870$4.52M0.7%+286+3.3%AddedHolders
Q4 20218,584$4.31M0.8%+312+3.8%AddedHolders
Q3 20218,272$3.23M0.6%−291−3.4%ReducedHolders
Q2 20218,563$3.43M0.5%+1,922+28.9%AddedHolders
Q1 20216,641$2.47M0.4%––Holders

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