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Livermore
Livermore
ZHEN

High Net Worth Advisory Group LLC

SEC CIK
0001919142
Latest filing
Jul 29, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by High Net Worth Advisory Group 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)
1,751
Value
$728.0K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of UNH by High Net Worth Advisory Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,751$728.0K0.2%+6+0.3%AddedHolders
Q1 20261,745$472.4K0.1%+518+42.2%AddedHolders
Q4 20251,227$405.3K0.1%+101+9.0%AddedHolders
Q3 20251,126$389.1K0.1%−192−14.6%ReducedHolders
Q2 20251,318$412.0K0.1%+270+25.8%AddedHolders
Q1 20251,048$549.2K0.2%00.0%UnchangedHolders
Q4 20241,048$530.5K0.1%−200−16.0%ReducedHolders
Q3 20241,248$730.0K0.2%00.0%UnchangedHolders
Q2 20241,248$635.8K0.2%−30−2.3%ReducedHolders
Q1 20241,278$632.5K0.2%+270+26.8%AddedHolders
Q4 20231,008$530.9K0.2%−77−7.1%ReducedHolders
Q3 20231,085$547.2K0.2%+93+9.4%AddedHolders
Q2 2023992$476.9K0.2%+44+4.6%AddedHolders
Q1 2023948$448.1K0.2%+15+1.6%AddedHolders
Q4 2022933$494.8K0.2%−65−6.5%ReducedHolders
Q3 2022998$504.0K0.2%00.0%UnchangedHolders
Q2 2022998$513.0K0.2%+151+17.8%AddedHolders
Q1 2022847$432.0K0.2%+123+17.0%AddedHolders
Q4 2021724$364.0K0.1%–No prior filingHolders