Bogart Wealth LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $292K | Buy |
703
+79
| +13% | +$29.3K | 0.01% | 234 |
|
|
2026
Q1 | $169K | Buy |
624
+65
| +12% | +$19.4K | 0.01% | 288 |
|
|
2025
Q4 | $184K | Sell |
559
-290
| -34% | -$98.3K | 0.01% | 260 |
|
|
2025
Q3 | $293K | Buy |
849
+293
| +53% | +$88.6K | 0.01% | 208 |
|
|
2025
Q2 | $173K | Sell |
556
-8,246
| -94% | -$3.15M | 0.01% | 255 |
|
|
2025
Q1 | $4.61M | Sell |
8,802
-2,867
| -25% | -$1.47M | 0.22% | 92 |
|
|
2024
Q4 | $5.9M | Buy |
11,669
+3
| +0% | +$1.71K | 0.28% | 87 |
|
|
2024
Q3 | $6.82M | Sell |
11,666
-49
| -0.4% | -$27.7K | 0.32% | 73 |
|
|
2024
Q2 | $5.97M | Sell |
11,715
-2,828
| -19% | -$1.39M | 0.3% | 82 |
|
|
2024
Q1 | $7.19M | Buy |
14,543
+888
| +7% | +$451K | 0.37% | 69 |
|
|
2023
Q4 | $7.19M | Sell |
13,655
-30
| -0.2% | -$16K | 0.41% | 65 |
|
|
2023
Q3 | $6.9M | Buy |
13,685
+289
| +2% | +$142K | 0.43% | 54 |
|
|
2023
Q2 | $6.44M | Buy |
13,396
+662
| +5% | +$324K | 0.41% | 60 |
|
|
2023
Q1 | $6.02M | Buy |
12,734
+1,354
| +12% | +$653K | 0.4% | 62 |
|
|
2022
Q4 | $6.03M | Buy |
11,380
+1,697
| +18% | +$899K | 0.42% | 54 |
|
|
2022
Q3 | $4.89M | Buy |
9,683
+1,765
| +22% | +$928K | 0.41% | 48 |
|
|
2022
Q2 | $4.07M | Sell |
7,918
-467
| -6% | -$235K | 0.36% | 59 |
|
|
2022
Q1 | $4.28M | Buy |
8,385
+922
| +12% | +$445K | 0.37% | 54 |
|
|
2021
Q4 | $3.75M | Buy |
7,463
+820
| +12% | +$371K | 0.34% | 60 |
|
|
2021
Q3 | $2.6M | Buy |
6,643
+1,063
| +19% | +$440K | 0.26% | 66 |
|
|
2021
Q2 | $2.23M | Buy |
5,580
+950
| +21% | +$379K | 0.24% | 64 |
|
|
2021
Q1 | $1.72M | Buy |
4,630
+1,103
| +31% | +$382K | 0.24% | 76 |
|
|
2020
Q4 | $1.24M | Buy |
3,527
+247
| +8% | +$82.8K | 0.23% | 77 |
|
|
2020
Q3 | $1.02M | Buy |
3,280
+66
| +2% | +$20.3K | 0.23% | 66 |
|
|
2020
Q2 | $948K | Buy |
3,214
+107
| +3% | +$30.7K | 0.22% | 61 |
|
|
2020
Q1 | $775K | Buy |
3,107
+196
| +7% | +$53.9K | 0.21% | 62 |
|
|
2019
Q4 | $856K | Buy |
2,911
+108
| +4% | +$28.3K | 0.27% | 58 |
|
|
2019
Q3 | $609K | Buy |
2,803
+104
| +4% | +$25.1K | 0.3% | 61 |
|
|
2019
Q2 | $658K | Sell |
2,699
-11
| -0.4% | -$2.65K | 0.4% | 52 |
|
|
2019
Q1 | $670K | Buy |
2,710
+59
| +2% | +$15K | 0.32% | 47 |
|
|
2018
Q4 | $660K | Buy |
2,651
+301
| +13% | +$79.5K | 0.33% | 39 |
|
|
2018
Q3 | $625K | Buy |
2,350
+118
| +5% | +$30.7K | 0.36% | 45 |
|
|
2018
Q2 | $547K | Sell |
2,232
-4
| -0.2% | -$960 | 0.33% | 47 |
|
|
2018
Q1 | $512K | Buy |
2,236
+556
| +33% | +$127K | 0.3% | 49 |
|
|
2017
Q4 | $370K | Buy |
1,680
+1,494
| +803% | +$317K | 0.24% | 55 |
|
|
2017
Q3 | $37K | Buy |
+186
| New | +$35.9K | 0.03% | 158 |
|
Other funds holding UNH
Bogart Wealth LLC's UNH Position: Q2 2026 in Review
Bogart Wealth LLC increased its UnitedHealth (UNH) stake by 13% in Q2 2026, buying an estimated $29.3K and bringing the position to 703 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #234.
Bogart Wealth LLC first reported a position in UNH in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.19M in Q1 2024. 3,371 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Bogart Wealth LLC held 703 shares of UnitedHealth worth $292K as of Q2 2026.
- Bogart Wealth LLC bought 79 UnitedHealth shares in Q2 2026, an estimated $29.3K.
- UnitedHealth made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #234 holding.
- Bogart Wealth LLC first reported a position in UnitedHealth in Q3 2017 and has held it in 36 quarters since.
- Bogart Wealth LLC's UnitedHealth position peaked at $7.19M in Q1 2024.
- 3,371 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.