Skip to main content

Lifeworks Advisors, LLC

SEC CIK
0001882132
Latest filing
Aug 14, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Lifeworks 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 2026)
1,847
Value
$767.7K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of UNH by Lifeworks Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,847$767.7K0.1%−170−8.4%ReducedHolders
Q1 20262,017$545.9K0.1%+291+16.9%AddedHolders
Q4 20251,726$569.8K0.1%+131+8.2%AddedHolders
Q3 20251,595$550.8K0.1%+52+3.4%AddedHolders
Q2 20251,543$481.4K0.1%+67+4.5%AddedHolders
Q1 20251,476$773.1K0.1%−9−0.6%ReducedHolders
Q4 20241,485$751.2K0.1%+39+2.7%AddedHolders
Q3 20241,446$845.4K0.2%+255+21.4%AddedHolders
Q2 20241,191$606.5K0.2%+24+2.1%AddedHolders
Q1 20241,167$577.3K0.2%+88+8.2%AddedHolders
Q4 20231,079$568.1K0.2%+48+4.7%AddedHolders
Q3 20231,031$519.8K0.2%−31−2.9%ReducedHolders
Q2 20231,062$510.4K0.2%−1−0.1%ReducedHolders
Q1 20231,063$502.4K0.2%+92+9.5%AddedHolders
Q4 2022971$514.8K0.3%−385−28.4%ReducedHolders
Q3 20221,356$753.0K0.4%−216−13.7%ReducedHolders
Q2 20221,572$807.0K0.5%+29+1.9%AddedHolders
Q1 20221,543$787.0K0.5%−374−19.5%ReducedHolders
Q4 20211,917$963.0K0.8%–No prior filingHolders