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Livermore
Livermore
ZHEN

Bernardo Wealth Planning LLC

SEC CIK
0001765595
Latest filing
Jul 27, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Bernardo Wealth Planning 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)
907
Value
$377.1K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of UNH by Bernardo Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026907$377.1K0.1%+907NewHolders
Q1 20260$00.0%−706−100.0%Sold outHolders
Q4 2025706$233.2K<0.1%−86−10.9%ReducedHolders
Q3 2025792$273.6K0.1%+17+2.2%AddedHolders
Q2 2025775$242.0K0.1%−58−7.0%ReducedHolders
Q1 2025833$436.0K0.1%+37+4.6%AddedHolders
Q4 2024796$414.3K0.1%+13+1.7%AddedHolders
Q3 2024783$443.0K0.1%+4+0.5%AddedHolders
Q2 2024779$396.7K0.1%−29−3.6%ReducedHolders
Q1 2024808$400.0K0.1%+41+5.3%AddedHolders
Q4 2023767$403.9K0.1%+8+1.1%AddedHolders
Q3 2023759$382.6K0.2%+1+0.1%AddedHolders
Q2 2023758$364.5K0.1%00.0%UnchangedHolders
Q1 2023758$358.2K0.2%+4+0.5%AddedHolders
Q4 2022754$400.1K0.2%+51+7.3%AddedHolders
Q3 2022703$375.0K0.2%+88+14.3%AddedHolders
Q2 2022615$316.0K0.2%00.0%UnchangedHolders
Q1 2022615$313.0K0.2%00.0%UnchangedHolders
Q4 2021615$309.0K0.2%+7+1.2%AddedHolders
Q3 2021608$237.0K0.1%00.0%UnchangedHolders
Q2 2021608$243.0K0.1%−11−1.8%ReducedHolders
Q1 2021619$230.0K0.1%––Holders

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