SOA Wealth Advisors, LLC.

SEC CIK: 0001849444
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

UNH holding history

UnitedHealth Group Inc in every 13F filed by SOA 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 overview All 13F holders of UNH Full Q2 2026 holdings

Shares (Q2 2026): 807
Value: $335.4K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UNH by SOA Wealth Advisors, LLC., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	807	$335.4K	0.1%	+159+24.5%	Added	Holders
Q1 2026	648	$175.5K	<0.1%	−25−3.7%	Reduced	Holders
Q4 2025	673	$222.1K	<0.1%	−19−2.7%	Reduced	Holders
Q3 2025	692	$239.1K	<0.1%	−530−43.4%	Reduced	Holders
Q2 2025	1,222	$381.3K	0.1%	−36−2.9%	Reduced	Holders
Q1 2025	1,258	$658.8K	0.1%	−11−0.9%	Reduced	Holders
Q4 2024	1,269	$642.0K	0.1%	−6−0.5%	Reduced	Holders
Q3 2024	1,275	$745.6K	0.1%	+46+3.7%	Added	Holders
Q2 2024	1,229	$625.8K	0.1%	+351+40.0%	Added	Holders
Q1 2024	878	$434.4K	0.1%	+36+4.3%	Added	Holders
Q4 2023	842	$443.2K	0.1%	+2+0.2%	Added	Holders
Q3 2023	840	$423.3K	0.1%	+3+0.4%	Added	Holders
Q2 2023	837	$402.4K	0.1%	+7+0.8%	Added	Holders
Q1 2023	830	$392.2K	0.1%	+7+0.9%	Added	Holders
Q4 2022	823	$436.2K	0.1%	+13+1.6%	Added	Holders
Q3 2022	810	$409.0K	0.1%	−17−2.1%	Reduced	Holders
Q2 2022	827	$424.0K	0.1%	−3−0.4%	Reduced	Holders
Q1 2022	830	$423.0K	0.1%	−132−13.7%	Reduced	Holders
Q4 2021	962	$485.0K	0.1%	+2+0.2%	Added	Holders
Q3 2021	960	$375.0K	0.1%	+2+0.2%	Added	Holders
Q2 2021	958	$383.0K	0.1%	−54−5.3%	Reduced	Holders
Q1 2021	1,012	$376.0K	0.1%	–	–	Holders

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