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Livermore
Livermore
ZHEN

Journey Advisory Group, LLC

SEC CIK
0001840085
Latest filing
Aug 4, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Journey Advisory Group, 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)
2,310
Value
$960.1K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of UNH by Journey Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,310$960.1K0.1%+2,310NewHolders
Q1 20260$00.0%−1,135−100.0%Sold outHolders
Q4 20251,135$374.7K<0.1%+1,135NewHolders
Q2 20250$00.0%−824−100.0%Sold outHolders
Q1 2025824$431.4K<0.1%−8,310−91.0%ReducedHolders
Q4 20249,134$4.65M0.6%00.0%UnchangedHolders
Q3 20249,134$4.65M0.6%00.0%UnchangedHolders
Q2 20249,134$4.65M0.6%−60−0.7%ReducedHolders
Q1 20249,194$4.55M0.6%+212+2.4%AddedHolders
Q4 20238,982$4.73M0.6%+28+0.3%AddedHolders
Q3 20238,954$4.51M0.7%+269+3.1%AddedHolders
Q2 20238,685$4.17M0.6%+561+6.9%AddedHolders
Q1 20238,124$3.84M0.6%+1,647+25.4%AddedHolders
Q4 20226,477$3.43M0.9%+206+3.3%AddedHolders
Q3 20226,271$3.17M0.8%+1,140+22.2%AddedHolders
Q2 20225,131$2.75M0.6%+912+21.6%AddedHolders
Q1 20224,219$2.15M0.5%+533+14.5%AddedHolders
Q4 20213,686$1.85M0.5%+381+11.5%AddedHolders
Q3 20213,305$1.29M0.4%+1,000+43.4%AddedHolders
Q2 20212,305$923.0K0.3%+383+19.9%AddedHolders
Q1 20211,922$715.0K0.3%––Holders

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