Congress Wealth Management LLC
- SEC CIK
- 0001904976
- Latest filing
- Aug 13, 2025
UNH holding history
UnitedHealth Group Inc in every 13F filed by Congress Wealth Management 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 2025 holdings
- Shares (Q2 2025)
- 41,639
- Value
- $13.0M
- % of portfolio
- 0.1%
- Quarters held
- 15
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 41,639 | $13.0M | 0.1% | +10,503+33.7% | Added | Holders |
| Q1 2025 | 31,136 | $16.3M | 0.2% | +9,564+44.3% | Added | Holders |
| Q4 2024 | 21,572 | $10.9M | 0.1% | −30,171−58.3% | Reduced | Holders |
| Q3 2024 | 51,743 | $30.3M | 0.4% | +8,345+19.2% | Added | Holders |
| Q2 2024 | 43,398 | $22.1M | 0.4% | +12,763+41.7% | Added | Holders |
| Q1 2024 | 30,635 | $15.2M | 0.3% | −25,865−45.8% | Reduced | Holders |
| Q4 2023 | 56,500 | $29.7M | 0.5% | +1,982+3.6% | Added | Holders |
| Q3 2023 | 54,518 | $27.5M | 0.6% | +415+0.8% | Added | Holders |
| Q2 2023 | 54,103 | $26.0M | 0.6% | +375+0.7% | Added | Holders |
| Q1 2023 | 53,728 | $25.4M | 0.6% | +1,003+1.9% | Added | Holders |
| Q4 2022 | 52,725 | $28.0M | 0.7% | −80−0.2% | Reduced | Holders |
| Q3 2022 | 52,805 | $26.7M | 0.7% | +714+1.4% | Added | Holders |
| Q2 2022 | 52,091 | $26.8M | 0.7% | −2,802−5.1% | Reduced | Holders |
| Q1 2022 | 54,893 | $28.0M | 0.6% | +678+1.3% | Added | Holders |
| Q4 2021 | 54,215 | $27.2M | 0.5% | – | No prior filing | Holders |