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Alta Wealth Advisors LLC

SEC CIK
0001843826
Latest filing
Jul 30, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Alta 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of UNH by Alta Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−2,401−100.0%Sold outHolders
Q1 20252,401$1.26M0.6%−370−13.4%ReducedHolders
Q4 20242,771$1.40M0.6%−560−16.8%ReducedHolders
Q3 20243,331$1.95M0.9%−26−0.8%ReducedHolders
Q2 20243,357$1.71M0.9%−26−0.8%ReducedHolders
Q1 20243,383$1.67M0.9%−13−0.4%ReducedHolders
Q4 20233,396$1.79M1.0%−145−4.1%ReducedHolders
Q3 20233,541$1.79M1.1%−173−4.7%ReducedHolders
Q2 20233,714$1.79M1.0%−69−1.8%ReducedHolders
Q1 20233,783$1.79M1.1%+391+11.5%AddedHolders
Q4 20223,392$1.80M1.2%−160−4.5%ReducedHolders
Q3 20223,552$1.79M1.3%+17+0.5%AddedHolders
Q2 20223,535$1.83M1.3%+38+1.1%AddedHolders
Q1 20223,497$1.78M1.1%+33+1.0%AddedHolders
Q4 20213,464$1.74M1.1%+767+28.4%AddedHolders
Q3 20212,697$1.05M0.8%−66−2.4%ReducedHolders
Q2 20212,763$1.11M0.8%+52+1.9%AddedHolders
Q1 20212,711$1.01M0.8%––Holders

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