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Livermore
Livermore
ZHEN

SWP Financial LLC

SEC CIK
0002014200
Latest filing
Jul 24, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by SWP Financial 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)
1,068
Value
$443.9K
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of UNH by SWP Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,068$443.9K0.2%+42+4.1%AddedHolders
Q1 20261,026$277.6K0.1%00.0%UnchangedHolders
Q4 20251,026$338.7K0.2%00.0%UnchangedHolders
Q3 20251,026$354.3K0.2%00.0%UnchangedHolders
Q2 20251,026$320.1K0.2%00.0%UnchangedHolders
Q1 20251,026$537.4K0.3%00.0%UnchangedHolders
Q4 20241,026$519.0K0.3%00.0%UnchangedHolders
Q3 20241,026$599.9K0.4%00.0%UnchangedHolders
Q2 20241,026$522.5K0.3%−4−0.4%ReducedHolders
Q1 20241,030$509.5K0.4%+4+0.4%AddedHolders
Q4 20231,026$540.2K0.4%–No prior filingHolders