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RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by RMR Wealth Builders, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of UNH by RMR Wealth Builders, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−783−100.0%Sold outHolders
Q1 2026783$212.0K<0.1%−213−21.4%ReducedHolders
Q4 2025996$328.8K<0.1%−108−9.8%ReducedHolders
Q3 20251,104$381.4K<0.1%+99+9.9%AddedHolders
Q2 20251,005$313.6K<0.1%−92−8.4%ReducedHolders
Q1 20251,097$574.3K0.1%−2,937−72.8%ReducedHolders
Q4 20244,034$2.04M0.2%+647+19.1%AddedHolders
Q3 20243,387$1.98M0.2%−144−4.1%ReducedHolders
Q2 20243,531$1.80M0.2%+37+1.1%AddedHolders
Q1 20243,494$1.73M0.2%+812+30.3%AddedHolders
Q4 20232,682$1.41M0.2%+370+16.0%AddedHolders
Q3 20232,312$1.17M0.2%+1,193+106.6%AddedHolders
Q2 20231,119$537.6K0.1%−5−0.4%ReducedHolders
Q1 20231,124$531.0K0.1%+481+74.8%AddedHolders
Q4 2022643$340.7K0.1%−31−4.6%ReducedHolders
Q3 2022674$340.0K0.1%+60+9.8%AddedHolders
Q2 2022614$315.0K0.1%+64+11.6%AddedHolders
Q1 2022550$281.0K0.1%+550NewHolders
Q2 20210$00.0%−479−100.0%Sold outHolders
Q1 2021479$178.0K<0.1%––Holders

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