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Bell & Brown Wealth Advisors, LLC

SEC CIK
0001725362
Latest filing
Aug 10, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Bell & Brown Wealth Advisors, 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)
14,604
Value
$6.07M
% of portfolio
1.8%
Quarters held
3
Since Q4 2025
Holdings of UNH by Bell & Brown Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,604$6.07M1.8%+840+6.1%AddedHolders
Q1 202613,764$3.72M1.2%+12,009+684.3%AddedHolders
Q4 20251,755$579.3K0.2%+1,755NewHolders