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Crestmont Private Wealth LLC

SEC CIK
0001873372
Latest filing
Aug 7, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Crestmont Private Wealth 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)
494
Value
$205.3K
% of portfolio
0.1%
Quarters held
2
Since Q3 2024
Holdings of UNH by Crestmont Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026494$205.3K0.1%+494NewHolders
Q4 20240$00.0%−371−100.0%Sold outHolders
Q3 2024371$216.9K0.1%+371NewHolders