Skip to main content
Livermore
Livermore
ZHEN

Carson Advisory Inc.

SEC CIK
0001909304
Latest filing
Aug 11, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Carson Advisory Inc., 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q4 2021
Holdings of UNH by Carson Advisory Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−807−100.0%Sold outHolders
Q4 2025807$266.3K0.1%−79−8.9%ReducedHolders
Q3 2025886$305.8K0.2%+58+7.0%AddedHolders
Q2 2025828$258.2K0.2%−350−29.7%ReducedHolders
Q1 20251,178$617.2K0.4%00.0%UnchangedHolders
Q4 20241,178$596.1K0.4%+59+5.3%AddedHolders
Q3 20241,119$654.5K0.4%+77+7.4%AddedHolders
Q2 20241,042$530.8K0.4%−351−25.2%ReducedHolders
Q1 20241,393$689.2K0.5%−11−0.8%ReducedHolders
Q4 20231,404$739.3K0.6%−12−0.8%ReducedHolders
Q3 20231,416$714.0K0.6%+7+0.5%AddedHolders
Q2 20231,409$677.3K0.6%+761+117.4%AddedHolders
Q1 2023648$306.3K0.3%+18+2.9%AddedHolders
Q4 2022630$334.0K0.3%00.0%UnchangedHolders
Q3 2022630$318.0K0.4%−31−4.7%ReducedHolders
Q2 2022661$340.0K0.4%+58+9.6%AddedHolders
Q1 2022603$308.0K0.3%+4+0.7%AddedHolders
Q4 2021599$301.0K0.3%–No prior filingHolders