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Willner & Heller, LLC

SEC CIK
0001927796
Latest filing
Jul 7, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Willner & Heller, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2021
Holdings of UNH by Willner & Heller, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,984−100.0%Sold outHolders
Q4 20251,984$655.0K0.5%−58−2.8%ReducedHolders
Q3 20252,042$705.0K0.5%−255−11.1%ReducedHolders
Q2 20252,297$716.6K0.6%−1,313−36.4%ReducedHolders
Q1 20253,610$1.89M1.7%−110−3.0%ReducedHolders
Q4 20243,720$1.88M1.6%+10+0.3%AddedHolders
Q3 20243,710$2.17M1.9%+13+0.4%AddedHolders
Q2 20243,697$1.88M1.8%−51−1.4%ReducedHolders
Q1 20243,748$1.85M1.8%+4+0.1%AddedHolders
Q4 20233,744$1.97M2.2%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20223,556$1.89M2.7%−24−0.7%ReducedHolders
Q3 20223,580$1.81M2.9%+10+0.3%AddedHolders
Q2 20223,570$1.83M2.9%+67+1.9%AddedHolders
Q1 20223,503$1.76M2.2%−24−0.7%ReducedHolders
Q4 20213,527$1.38M1.8%–No prior filingHolders