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FOCUS Wealth Advisors, LLC

SEC CIK
0001845643
Latest filing
Jul 7, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by FOCUS 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of UNH by FOCUS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−3,660−100.0%Sold outHolders
Q1 20233,660$1.73M1.1%−45−1.2%ReducedHolders
Q4 20223,705$1.96M1.4%−60−1.6%ReducedHolders
Q3 20223,765$1.90M1.3%−27−0.7%ReducedHolders
Q2 20223,792$1.95M1.3%+12+0.3%AddedHolders
Q1 20223,780$1.93M1.1%−5−0.1%ReducedHolders
Q4 20213,785$1.90M1.1%+124+3.4%AddedHolders
Q3 20213,661$1.43M1.0%+92+2.6%AddedHolders
Q2 20213,569$1.43M1.0%+175+5.2%AddedHolders
Q1 20213,394$1.25M0.9%––Holders

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