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Livermore
Livermore
ZHEN

Crown Wealth Group, LLC

SEC CIK
0001845698
Latest filing
Jul 21, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Crown Wealth Group, 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)
822
Value
$341.6K
% of portfolio
0.1%
Quarters held
16
Since Q1 2022
Holdings of UNH by Crown Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026822$341.6K0.1%+822NewHolders
Q4 20250$00.0%−602−100.0%Sold outHolders
Q3 2025602$207.9K0.1%−145−19.4%ReducedHolders
Q2 2025747$233.0K0.1%+2+0.3%AddedHolders
Q1 2025745$390.4K0.2%+70+10.4%AddedHolders
Q4 2024675$341.4K0.1%+5+0.7%AddedHolders
Q3 2024670$391.4K0.2%−22−3.2%ReducedHolders
Q2 2024692$352.5K0.2%+10+1.5%AddedHolders
Q1 2024682$337.2K0.2%+30+4.6%AddedHolders
Q4 2023652$343.4K0.2%+135+26.1%AddedHolders
Q3 2023517$260.7K0.2%+37+7.7%AddedHolders
Q2 2023480$230.7K0.2%−48−9.1%ReducedHolders
Q1 2023528$249.5K0.2%−119−18.4%ReducedHolders
Q4 2022647$343.0K0.3%+53+8.9%AddedHolders
Q3 2022594$300.0K0.3%+23+4.0%AddedHolders
Q2 2022571$293.0K0.3%+86+17.7%AddedHolders
Q1 2022485$247.0K0.2%+485NewHolders