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Bollard Group LLC

SEC CIK
0001556218
Latest filing
Aug 12, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Bollard Group 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)
715
Value
$297.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by Bollard Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026715$297.0K<0.1%+29+4.2%AddedHolders
Q1 2026686$186.0K<0.1%−7−1.0%ReducedHolders
Q4 2025693$229.0K<0.1%−1,659−70.5%ReducedHolders
Q3 20252,352$812.0K<0.1%+15+0.6%AddedHolders
Q2 20252,337$729.0K<0.1%−9,737−80.6%ReducedHolders
Q1 202512,074$6.32M0.2%+25+0.2%AddedHolders
Q4 202412,049$6.09M0.2%+5,221+76.5%AddedHolders
Q3 20246,828$3.99M0.1%+12+0.2%AddedHolders
Q2 20246,816$3.47M0.1%+104+1.5%AddedHolders
Q1 20246,712$3.32M0.1%+12+0.2%AddedHolders
Q4 20236,700$3.53M0.1%−79−1.2%ReducedHolders
Q3 20236,779$3.42M0.1%−1,009−13.0%ReducedHolders
Q2 20237,788$3.74M0.1%+106+1.4%AddedHolders
Q1 20237,682$3.63M0.1%+15+0.2%AddedHolders
Q4 20227,667$4.07M0.2%+12+0.2%AddedHolders
Q3 20227,655$3.87M0.2%+13+0.2%AddedHolders
Q2 20227,642$3.92M0.2%+14+0.2%AddedHolders
Q1 20227,628$3.89M0.1%−188−2.4%ReducedHolders
Q4 20217,816$3.92M0.1%+4,317+123.4%AddedHolders
Q3 20213,499$1.37M<0.1%+1,407+67.3%AddedHolders
Q2 20212,092$838.0K<0.1%+8+0.4%AddedHolders
Q1 20212,084$775.0K<0.1%––Holders

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