Skip to main content

Addison Advisors LLC

SEC CIK
0001843745
Latest filing
Aug 10, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Addison 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)
267
Value
$111.0K
% of portfolio
0.1%
Quarters held
20
Since Q3 2021
Holdings of UNH by Addison Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026267$111.0K0.1%−503−65.3%ReducedHolders
Q1 2026770$208.4K<0.1%−26−3.3%ReducedHolders
Q4 2025796$262.8K0.1%+6+0.8%AddedHolders
Q3 2025790$272.8K0.1%+323+69.2%AddedHolders
Q2 2025467$145.7K<0.1%+12+2.6%AddedHolders
Q1 2025455$238.3K0.1%00.0%UnchangedHolders
Q4 2024455$230.2K0.1%−25−5.2%ReducedHolders
Q3 2024480$280.6K0.1%+55+12.9%AddedHolders
Q2 2024425$216.4K0.1%+62+17.1%AddedHolders
Q1 2024363$179.6K0.1%−11−2.9%ReducedHolders
Q4 2023374$196.9K0.1%+70+23.0%AddedHolders
Q3 2023304$153.3K0.1%+63+26.1%AddedHolders
Q2 2023241$115.8K0.1%+20+9.0%AddedHolders
Q1 2023221$104.4K0.1%−5−2.2%ReducedHolders
Q4 2022226$119.8K0.1%−27−10.7%ReducedHolders
Q3 2022253$128.0K0.1%+41+19.3%AddedHolders
Q2 2022212$109.0K0.1%−67−24.0%ReducedHolders
Q1 2022279$142.0K0.1%+237+564.3%AddedHolders
Q4 202142$21.0K<0.1%+36+600.0%AddedHolders
Q3 20216$2.00K<0.1%+6NewHolders