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Von Berge Wealth Management Group, LLC

SEC CIK
0001908070
Latest filing
Oct 6, 2025

UNH holding history

UnitedHealth Group Inc in every 13F filed by Von Berge Wealth Management 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 Q3 2025 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2021
Holdings of UNH by Von Berge Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−526−100.0%Sold outHolders
Q1 2025526$223.0K0.1%−48−8.4%ReducedHolders
Q4 2024574$313.3K0.2%−9−1.5%ReducedHolders
Q3 2024583$347.9K0.2%−76−11.5%ReducedHolders
Q2 2024659$326.0K0.2%+1+0.2%AddedHolders
Q1 2024658$325.4K0.2%+49+8.0%AddedHolders
Q4 2023609$317.5K0.2%+43+7.6%AddedHolders
Q3 2023566$285.3K0.2%+1+0.2%AddedHolders
Q2 2023565$271.4K0.2%−47−7.7%ReducedHolders
Q1 2023612$302.2K0.3%+1+0.2%AddedHolders
Q4 2022611$296.8K0.3%+1+0.2%AddedHolders
Q3 2022610$304.0K0.3%+1+0.2%AddedHolders
Q2 2022609$305.0K0.3%+1+0.2%AddedHolders
Q1 2022608$325.0K0.3%+1+0.2%AddedHolders
Q4 2021607$287.0K0.3%–No prior filingHolders