Heritage Oak Wealth Advisors LLC
- SEC CIK
- 0002035533
- Latest filing
- Jul 23, 2026
UNH holding history
UnitedHealth Group Inc in every 13F filed by Heritage Oak Wealth Advisors 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
- 4
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −533−100.0% | Sold out | Holders |
| Q1 2025 | 533 | $279.2K | 0.1% | −275−34.0% | Reduced | Holders |
| Q4 2024 | 808 | $408.7K | 0.2% | −259−24.3% | Reduced | Holders |
| Q3 2024 | 1,067 | $623.9K | 0.3% | −432−28.8% | Reduced | Holders |
| Q2 2024 | 1,499 | $763.4K | 0.4% | – | No prior filing | Holders |