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Watershed Private Wealth LLC

SEC CIK
0001965271
Latest filing
Jul 17, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Watershed Private Wealth 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)
578
Value
$240.2K
% of portfolio
0.1%
Quarters held
13
Since Q4 2022
Holdings of UNH by Watershed Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026578$240.2K0.1%+578NewHolders
Q1 20260$00.0%−738−100.0%Sold outHolders
Q4 2025738$243.6K0.1%00.0%UnchangedHolders
Q3 2025738$254.8K0.1%+738NewHolders
Q2 20250$00.0%−636−100.0%Sold outHolders
Q1 2025636$333.1K0.1%−472−42.6%ReducedHolders
Q4 20241,108$560.5K0.2%−298−21.2%ReducedHolders
Q3 20241,406$822.1K0.3%+259+22.6%AddedHolders
Q2 20241,147$584.1K0.2%+3+0.3%AddedHolders
Q1 20241,144$566.0K0.3%−64−5.3%ReducedHolders
Q4 20231,208$636.0K0.4%+185+18.1%AddedHolders
Q3 20231,023$515.8K0.3%00.0%UnchangedHolders
Q2 20231,023$491.7K0.3%+66+6.9%AddedHolders
Q1 2023957$452.3K0.3%+30+3.2%AddedHolders
Q4 2022927$491.5K0.4%–No prior filingHolders