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Livermore
Livermore
ZHEN

Kellett Schaffner Wealth Advisors LLC

SEC CIK
0001910381
Latest filing
Jul 23, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Kellett Schaffner Wealth 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)
1,822
Value
$757.3K
% of portfolio
0.4%
Quarters held
19
Since Q4 2021
Holdings of UNH by Kellett Schaffner Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,822$757.3K0.4%−12−0.7%ReducedHolders
Q1 20261,834$496.3K0.3%+88+5.0%AddedHolders
Q4 20251,746$576.4K0.3%+29+1.7%AddedHolders
Q3 20251,717$592.9K0.4%+13+0.8%AddedHolders
Q2 20251,704$531.6K0.3%+41+2.5%AddedHolders
Q1 20251,663$871.0K0.6%+13+0.8%AddedHolders
Q4 20241,650$834.7K0.6%−400−19.5%ReducedHolders
Q3 20242,050$1.20M0.9%+190+10.2%AddedHolders
Q2 20241,860$947.2K0.8%00.0%UnchangedHolders
Q1 20241,860$920.1K0.6%00.0%UnchangedHolders
Q4 20231,860$979.2K0.7%+100+5.7%AddedHolders
Q3 20231,760$887.4K0.8%00.0%UnchangedHolders
Q2 20231,760$845.9K0.8%00.0%UnchangedHolders
Q1 20231,760$831.8K0.8%00.0%UnchangedHolders
Q4 20221,760$933.1K0.9%00.0%UnchangedHolders
Q3 20221,760$977.0K1.2%00.0%UnchangedHolders
Q2 20221,760$904.0K1.2%00.0%UnchangedHolders
Q1 20221,760$898.0K0.7%−210−10.7%ReducedHolders
Q4 20211,970$989.0K0.8%–No prior filingHolders