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Livermore
Livermore
ZHEN

TruWealth Advisors, LLC

SEC CIK
0001834985
Latest filing
Apr 9, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by TruWealth Advisors, 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 Q1 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of UNH by TruWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−725−100.0%Sold outHolders
Q4 2025725$239.3K<0.1%00.0%UnchangedHolders
Q3 2025725$250.3K<0.1%+725NewHolders
Q2 20250$00.0%−497−100.0%Sold outHolders
Q1 2025497$260.2K<0.1%−9−1.8%ReducedHolders
Q4 2024506$256.3K<0.1%−58−10.3%ReducedHolders
Q3 2024564$329.9K<0.1%−51−8.3%ReducedHolders
Q2 2024615$313.0K<0.1%−24,005−97.5%ReducedHolders
Q1 202424,620$12.2M0.8%−10,145−29.2%ReducedHolders
Q4 202334,765$18.3M1.4%−239−0.7%ReducedHolders
Q3 202335,004$17.6M1.5%+859+2.5%AddedHolders
Q2 202334,145$16.4M1.4%+496+1.5%AddedHolders
Q1 202333,649$15.9M1.5%+1,877+5.9%AddedHolders
Q4 202231,772$16.8M1.6%+229+0.7%AddedHolders
Q3 202231,543$15.9M1.7%+799+2.6%AddedHolders
Q2 202230,744$15.8M1.7%+6,425+26.4%AddedHolders
Q1 202224,319$12.4M1.3%−1,226−4.8%ReducedHolders
Q4 202125,545$12.8M1.3%+775+3.1%AddedHolders
Q3 202124,770$9.68M1.1%+269+1.1%AddedHolders
Q2 202124,501$9.81M1.2%+686+2.9%AddedHolders
Q1 202123,815$8.86M1.2%––Holders

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