Skip to main content

BNC Wealth Management, LLC

SEC CIK
0001821549
Latest filing
Jul 21, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by BNC Wealth 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 2026)
4,735
Value
$1.97M
% of portfolio
0.5%
Quarters held
7
Since Q4 2021
Holdings of UNH by BNC Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,735$1.97M0.5%+4,735NewHolders
Q2 20230$00.0%−7,005−100.0%Sold outHolders
Q1 20237,005$3.31M1.8%+28+0.4%AddedHolders
Q4 20226,977$3.70M2.2%−25−0.4%ReducedHolders
Q3 20227,002$3.54M2.1%−339−4.6%ReducedHolders
Q2 20227,341$3.77M2.0%−72−1.0%ReducedHolders
Q1 20227,413$3.78M1.9%+404+5.8%AddedHolders
Q4 20217,009$3.52M1.7%+7,009NewHolders