Vertex Planning Partners, LLC

SEC CIK: 0001942341
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

UNH holding history

UnitedHealth Group Inc in every 13F filed by Vertex Planning Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overview All 13F holders of UNH Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of UNH by Vertex Planning Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−447−100.0%	Sold out	Holders
Q1 2025	447	$234.1K	0.1%	+447	New	Holders
Q1 2023	0	$0	0.0%	−1,086−100.0%	Sold out	Holders
Q4 2022	1,086	$575.8K	0.2%	–	No prior filing	Holders