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BIP Wealth, LLC

SEC CIK
0001590214
Latest filing
Aug 3, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by BIP Wealth, 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)
1,747
Value
$726.0K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of UNH by BIP Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,747$726.0K<0.1%+186+11.9%AddedHolders
Q1 20261,561$422.4K<0.1%−1,504−49.1%ReducedHolders
Q4 20253,065$1.01M<0.1%+2,158+237.9%AddedHolders
Q3 2025907$313.1K<0.1%+44+5.1%AddedHolders
Q2 2025863$269.1K<0.1%+31+3.7%AddedHolders
Q1 2025832$435.5K<0.1%−12−1.4%ReducedHolders
Q4 2024844$427.0K<0.1%+234+38.4%AddedHolders
Q3 2024610$356.7K<0.1%+206+51.0%AddedHolders
Q2 2024404$205.7K<0.1%−233−36.6%ReducedHolders
Q1 2024637$315.1K<0.1%+16+2.6%AddedHolders
Q4 2023621$327.1K<0.1%+210+51.1%AddedHolders
Q3 2023411$207.3K<0.1%−109−21.0%ReducedHolders
Q2 2023520$249.9K<0.1%−142−21.5%ReducedHolders
Q1 2023662$313.1K<0.1%–No prior filingHolders