Williams & Novak, LLC
- SEC CIK
- 0001998419
- Latest filing
- Jul 8, 2026
UNH holding history
UnitedHealth Group Inc in every 13F filed by Williams & Novak, 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)
- 776
- Value
- $322.5K
- % of portfolio
- 0.2%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 776 | $322.5K | 0.2% | +35+4.7% | Added | Holders |
| Q1 2026 | 741 | $202.9K | 0.2% | +19+2.6% | Added | Holders |
| Q4 2025 | 722 | $238.3K | 0.2% | +30+4.3% | Added | Holders |
| Q3 2025 | 692 | $238.9K | 0.2% | −749−52.0% | Reduced | Holders |
| Q2 2025 | 1,441 | $449.6K | 0.4% | +769+114.4% | Added | Holders |
| Q1 2025 | 672 | $351.5K | 0.3% | 00.0% | Unchanged | Holders |
| Q4 2024 | 672 | $339.9K | 0.3% | 00.0% | Unchanged | Holders |
| Q3 2024 | 672 | $392.9K | 0.4% | 00.0% | Unchanged | Holders |
| Q2 2024 | 672 | $342.2K | 0.3% | −22−3.2% | Reduced | Holders |
| Q1 2024 | 694 | $365.4K | 0.4% | 00.0% | Unchanged | Holders |
| Q4 2023 | 694 | $365.4K | 0.4% | – | No prior filing | Holders |