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Livermore
Livermore
ZHEN

Westshore Wealth, LLC

SEC CIK
0001806366
Latest filing
Aug 10, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Westshore Wealth, 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)
779
Value
$323.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by Westshore Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026779$323.8K0.1%+38+5.1%AddedHolders
Q1 2026741$200.5K0.1%+134+22.1%AddedHolders
Q4 2025607$200.4K0.1%−79−11.5%ReducedHolders
Q3 2025686$237.0K0.1%−55−7.4%ReducedHolders
Q2 2025741$231.2K0.1%00.0%UnchangedHolders
Q1 2025741$387.9K0.2%+1+0.1%AddedHolders
Q4 2024740$374.6K0.2%00.0%UnchangedHolders
Q3 2024740$432.7K0.2%00.0%UnchangedHolders
Q2 2024740$376.8K0.2%00.0%UnchangedHolders
Q1 2024740$365.9K0.2%+1+0.1%AddedHolders
Q4 2023739$389.2K0.2%−29−3.8%ReducedHolders
Q3 2023768$387.3K0.2%+17+2.3%AddedHolders
Q2 2023751$360.9K0.2%00.0%UnchangedHolders
Q1 2023751$354.7K0.2%+1+0.1%AddedHolders
Q4 2022750$397.8K0.2%00.0%UnchangedHolders
Q3 2022750$379.0K0.3%00.0%UnchangedHolders
Q2 2022750$385.0K0.3%00.0%UnchangedHolders
Q1 2022750$382.0K0.3%+67+9.8%AddedHolders
Q4 2021683$343.0K0.2%00.0%UnchangedHolders
Q3 2021683$267.0K0.2%−1,512−68.9%ReducedHolders
Q2 20212,195$879.0K0.5%+200+10.0%AddedHolders
Q1 20211,995$742.0K0.4%––Holders

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