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Able Wealth Management LLC

SEC CIK
0002011908
Latest filing
Jul 29, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Able Wealth Management 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)
605
Value
$251.6K
% of portfolio
0.1%
Quarters held
2
Since Q4 2023
Holdings of UNH by Able Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026605$251.6K0.1%+605NewHolders
Q1 20240$00.0%−179−100.0%Sold outHolders
Q4 2023179$94.4K0.1%–No prior filingHolders