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Bourgeon Capital Management LLC

SEC CIK
0001088731
Latest filing
Jul 22, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Bourgeon Capital 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 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of UNH by Bourgeon Capital Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−22,106−100.0%Sold outHolders
Q1 202522,106$11.6M2.5%−255−1.1%ReducedHolders
Q4 202422,361$11.3M2.1%+2,650+13.4%AddedHolders
Q3 202419,711$11.5M2.2%+14,316+265.4%AddedHolders
Q2 20245,395$2.75M0.5%−1,286−19.2%ReducedHolders
Q1 20246,681$3.31M0.6%+1,455+27.8%AddedHolders
Q4 20235,226$2.75M0.6%+4,150+385.7%AddedHolders
Q3 20231,076$542.5K0.1%−250−18.9%ReducedHolders
Q2 20231,326$637.3K0.1%+1,250+1,644.7%AddedHolders
Q1 202376$35.9K<0.1%00.0%UnchangedHolders
Q4 202276$40.3K<0.1%+50+192.3%AddedHolders
Q3 202226$13.0K<0.1%00.0%UnchangedHolders
Q2 202226$13.0K<0.1%00.0%UnchangedHolders
Q1 202226$13.0K<0.1%00.0%UnchangedHolders
Q4 202126$13.0K<0.1%00.0%UnchangedHolders
Q3 202126$10.0K<0.1%00.0%UnchangedHolders
Q2 202126$10.0K<0.1%00.0%UnchangedHolders
Q1 202126$10.0K<0.1%––Holders

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