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StrongBox Wealth, LLC

SEC CIK
0001812155
Latest filing
Jul 23, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by StrongBox 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)
317
Value
$131.8K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of UNH by StrongBox Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026317$131.8K<0.1%+317NewHolders
Q2 20250$00.0%−929−100.0%Sold outHolders
Q1 2025929$486.6K0.2%−37−3.8%ReducedHolders
Q4 2024966$488.7K0.2%−180−15.7%ReducedHolders
Q3 20241,146$670.0K0.3%−1,266−52.5%ReducedHolders
Q2 20242,412$1.23M0.6%−1,384−36.5%ReducedHolders
Q1 20243,796$1.88M1.0%−514−11.9%ReducedHolders
Q4 20234,310$2.27M1.3%−134−3.0%ReducedHolders
Q3 20234,444$2.24M1.4%+228+5.4%AddedHolders
Q2 20234,216$2.03M1.3%+1,428+51.2%AddedHolders
Q1 20232,788$1.32M0.9%+759+37.4%AddedHolders
Q4 20222,029$1.08M0.8%+668+49.1%AddedHolders
Q3 20221,361$687.0K0.5%+185+15.7%AddedHolders
Q2 20221,176$604.0K0.4%+538+84.3%AddedHolders
Q1 2022638$325.0K0.2%+4+0.6%AddedHolders
Q4 2021634$318.0K0.2%+3+0.5%AddedHolders
Q3 2021631$247.0K0.1%+28+4.6%AddedHolders
Q2 2021603$241.0K0.1%+15+2.6%AddedHolders
Q1 2021588$219.0K0.1%––Holders

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