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Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Core Wealth Partners 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2023
Holdings of UNH by Core Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−2,093−100.0%Sold outHolders
Q1 20252,093$1.10M0.6%+797+61.5%AddedHolders
Q4 20241,296$655.6K0.4%−349−21.2%ReducedHolders
Q3 20241,645$961.8K0.6%+447+37.3%AddedHolders
Q2 20241,198$610.1K0.4%+154+14.8%AddedHolders
Q1 20241,044$516.5K0.4%+40+4.0%AddedHolders
Q4 20231,004$528.6K0.4%−18−1.8%ReducedHolders
Q3 20231,022$515.3K0.5%00.0%UnchangedHolders
Q2 20231,022$491.2K0.5%+1,022NewHolders