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Global Financial Private Client, LLC

SEC CIK
0002023568
Latest filing
Jul 20, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Global Financial Private Client, 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)
933
Value
$387.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by Global Financial Private Client, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026933$387.8K0.1%+102+12.3%AddedHolders
Q1 2026831$224.9K0.1%−46−5.2%ReducedHolders
Q4 2025877$289.5K0.1%+71+8.8%AddedHolders
Q3 2025806$278.3K0.1%−146−15.3%ReducedHolders
Q2 2025952$297.0K0.1%−25−2.6%ReducedHolders
Q1 2025977$511.7K0.2%+13+1.3%AddedHolders
Q4 2024964$487.6K0.2%+11+1.2%AddedHolders
Q3 2024953$557.2K0.2%+161+20.3%AddedHolders
Q2 2024792$403.3K0.2%00.0%UnchangedHolders
Q1 2024792$387.8K0.2%00.0%UnchangedHolders
Q4 2023792$417.0K0.2%00.0%UnchangedHolders
Q3 2023792$407.5K0.2%00.0%UnchangedHolders
Q2 2023792$378.5K0.2%00.0%UnchangedHolders
Q1 2023792$391.4K0.2%+22+2.9%AddedHolders
Q4 2022770$408.2K0.2%+7+0.9%AddedHolders
Q3 2022763$393.3K0.2%00.0%UnchangedHolders
Q2 2022763$394.8K0.2%+25+3.4%AddedHolders
Q1 2022738$378.3K0.2%00.0%UnchangedHolders
Q4 2021738$370.6K0.2%00.0%UnchangedHolders
Q3 2021738$289.6K0.1%−157−17.5%ReducedHolders
Q2 2021895$362.4K0.2%−1−0.1%ReducedHolders
Q1 2021896$328.9K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.