Heirloom Wealth Management
- SEC CIK
- 0001882903
- Latest filing
- Aug 3, 2026
UNH holding history
UnitedHealth Group Inc in every 13F filed by Heirloom Wealth Management, 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 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −10,343−100.0% | Sold out | Holders |
| Q1 2024 | 10,343 | $5.12M | 1.7% | −157−1.5% | Reduced | Holders |
| Q4 2023 | 10,500 | $5.53M | 2.1% | +277+2.7% | Added | Holders |
| Q3 2023 | 10,223 | $5.15M | 2.3% | −65−0.6% | Reduced | Holders |
| Q2 2023 | 10,288 | $4.94M | 2.1% | +420+4.3% | Added | Holders |
| Q1 2023 | 9,868 | $4.66M | 2.2% | +9,868 | New | Holders |