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Livermore
Livermore
ZHEN

Motive Wealth Advisors

SEC CIK
0001877093
Latest filing
Jul 20, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Motive Wealth Advisors, 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)
872
Value
$362.4K
% of portfolio
0.1%
Quarters held
17
Since Q1 2022
Holdings of UNH by Motive Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026872$362.4K0.1%+86+10.9%AddedHolders
Q1 2026786$212.7K0.1%−36−4.4%ReducedHolders
Q4 2025822$271.4K0.1%+15+1.9%AddedHolders
Q3 2025807$278.7K0.1%+807NewHolders
Q2 20250$00.0%−763−100.0%Sold outHolders
Q1 2025763$399.6K0.2%+8+1.1%AddedHolders
Q4 2024755$381.9K0.2%+110+17.1%AddedHolders
Q3 2024645$328.5K0.2%00.0%UnchangedHolders
Q2 2024645$328.5K0.2%−20−3.0%ReducedHolders
Q1 2024665$329.0K0.2%+224+50.8%AddedHolders
Q4 2023441$232.2K0.3%−101−18.6%ReducedHolders
Q3 2023542$273.3K0.3%−10−1.8%ReducedHolders
Q2 2023552$265.3K0.3%−121−18.0%ReducedHolders
Q1 2023673$318.1K0.3%−229−25.4%ReducedHolders
Q4 2022902$478.2K0.4%+86+10.5%AddedHolders
Q3 2022816$412.0K0.3%+388+90.7%AddedHolders
Q2 2022428$220.0K0.2%−46−9.7%ReducedHolders
Q1 2022474$241.0K0.2%+474NewHolders