Procyon Private Wealth Partners, LLC

SEC CIK: 0001804329
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

UNH holding history

UnitedHealth Group Inc in every 13F filed by Procyon Private Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overview All 13F holders of UNH Full Q2 2026 holdings

Shares (Q2 2026): 8,760
Value: $3.64M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of UNH by Procyon Private Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,760	$3.64M	0.2%	−2,202−20.1%	Reduced	Holders
Q1 2026	10,962	$2.97M	0.1%	−544−4.7%	Reduced	Holders
Q4 2025	11,506	$3.80M	0.2%	−156−1.3%	Reduced	Holders
Q3 2025	11,662	$4.03M	0.2%	+363+3.2%	Added	Holders
Q2 2025	11,299	$3.52M	0.3%	−9,627−46.0%	Reduced	Holders
Q1 2025	20,926	$11.0M	0.7%	−2,775−11.7%	Reduced	Holders
Q4 2024	23,701	$12.0M	0.8%	+2,780+13.3%	Added	Holders
Q3 2024	20,921	$12.2M	0.8%	−1,369−6.1%	Reduced	Holders
Q2 2024	22,290	$11.4M	0.8%	+257+1.2%	Added	Holders
Q1 2024	22,033	$10.9M	0.8%	+483+2.2%	Added	Holders
Q4 2023	21,550	$11.3M	1.0%	+749+3.6%	Added	Holders
Q3 2023	20,801	$10.5M	1.1%	+6,211+42.6%	Added	Holders
Q2 2023	14,590	$7.01M	0.9%	+3,868+36.1%	Added	Holders
Q1 2023	10,722	$5.07M	0.8%	+545+5.4%	Added	Holders
Q4 2022	10,177	$5.40M	1.0%	+2,564+33.7%	Added	Holders
Q3 2022	7,613	$3.85M	0.9%	+310+4.2%	Added	Holders
Q2 2022	7,303	$3.75M	0.8%	+1,091+17.6%	Added	Holders
Q1 2022	6,212	$3.17M	0.7%	+639+11.5%	Added	Holders
Q4 2021	5,573	$2.80M	0.6%	−40−0.7%	Reduced	Holders
Q3 2021	5,613	$2.19M	0.6%	+129+2.4%	Added	Holders
Q2 2021	5,484	$2.20M	0.6%	+624+12.8%	Added	Holders
Q1 2021	4,860	$1.81M	0.8%	–	–	Holders

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