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Ellsworth Advisors, LLC

SEC CIK
0001843553
Latest filing
Jul 16, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Ellsworth 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of UNH by Ellsworth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−1,367−100.0%Sold outHolders
Q3 20241,367$799.3K0.2%+139+11.3%AddedHolders
Q2 20241,228$625.4K0.2%+119+10.7%AddedHolders
Q1 20241,109$487.2K0.1%+178+19.1%AddedHolders
Q4 2023931$490.2K0.2%+67+7.8%AddedHolders
Q3 2023864$459.4K0.2%+2+0.2%AddedHolders
Q2 2023862$414.3K0.1%+34+4.1%AddedHolders
Q1 2023828$391.2K0.1%−7−0.8%ReducedHolders
Q4 2022835$397.7K0.1%00.0%UnchangedHolders
Q3 2022835$422.0K0.2%00.0%UnchangedHolders
Q2 2022835$429.0K0.2%−2−0.2%ReducedHolders
Q1 2022837$457.0K0.2%−22−2.6%ReducedHolders
Q4 2021859$431.0K0.2%−54−5.9%ReducedHolders
Q3 2021913$357.0K0.2%+4+0.4%AddedHolders
Q2 2021909$364.0K0.2%−4−0.4%ReducedHolders
Q1 2021913$340.0K0.2%––Holders

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