Skip to main content

Gutierrez Wealth Advisory, LLC

SEC CIK
0001965923
Latest filing
Aug 3, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Gutierrez Wealth Advisory, 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
2
Since Q4 2024
Holdings of UNH by Gutierrez Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−430−100.0%Sold outHolders
Q1 2025430$224.8K0.2%−24−5.3%ReducedHolders
Q4 2024454$229.7K0.2%–No prior filingHolders