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Centricity Wealth Management, LLC

SEC CIK
0002054645
Latest filing
Jul 18, 2025

UNH holding history

UnitedHealth Group Inc in every 13F filed by Centricity 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 2025 holdings

Shares (Q2 2025)
475
Value
$148.2K
% of portfolio
0.1%
Quarters held
3
Since Q4 2024
Holdings of UNH by Centricity Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2025475$148.2K0.1%00.0%UnchangedHolders
Q1 2025475$248.8K0.2%00.0%UnchangedHolders
Q4 2024475$240.3K0.2%–No prior filingHolders