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Livermore
Livermore
ZHEN

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by IVC Wealth 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 Q2 2026 holdings

Shares (Q2 2026)
604
Value
$250.8K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of UNH by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026604$250.8K0.1%+604NewHolders
Q1 20260$00.0%−648−100.0%Sold outHolders
Q4 2025648$214.1K0.1%+5+0.8%AddedHolders
Q3 2025643$222.0K0.1%−809−55.7%ReducedHolders
Q2 20251,452$452.8K0.2%−114−7.3%ReducedHolders
Q1 20251,566$820.2K0.4%−69−4.2%ReducedHolders
Q4 20241,635$826.9K0.5%−252−13.4%ReducedHolders
Q3 20241,887$1.10M0.6%−18−0.9%ReducedHolders
Q2 20241,905$970.2K0.5%+37+2.0%AddedHolders
Q1 20241,868$924.0K0.5%−92−4.7%ReducedHolders
Q4 20231,960$1.03M0.6%+21+1.1%AddedHolders
Q3 20231,939$977.7K0.7%−5−0.3%ReducedHolders
Q2 20231,944$934.3K0.6%+40+2.1%AddedHolders
Q1 20231,904$899.6K0.6%−2,870−60.1%ReducedHolders
Q4 20224,774$1.04M0.8%+2,800+141.8%AddedHolders
Q3 20221,974$997.0K0.8%+8+0.4%AddedHolders
Q2 20221,966$1.01M0.8%−262−11.8%ReducedHolders
Q1 20222,228$1.14M0.7%+112+5.3%AddedHolders
Q4 20212,116$1.06M0.7%−154−6.8%ReducedHolders
Q3 20212,270$887.0K0.6%−2−0.1%ReducedHolders
Q2 20212,272$910.0K0.6%−14−0.6%ReducedHolders
Q1 20212,286$850.0K0.7%––Holders

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