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MGB Wealth Management, LLC

SEC CIK
0002015822
Latest filing
Feb 17, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by MGB 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 Q4 2025 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2023
Holdings of UNH by MGB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−2,791−100.0%Sold outHolders
Q1 20252,791$1.44M0.5%−2−0.1%ReducedHolders
Q4 20242,793$1.42M0.4%−1,157−29.3%ReducedHolders
Q3 20243,950$2.30M0.8%−10.0%ReducedHolders
Q2 20243,951$2.00M0.7%+14+0.4%AddedHolders
Q1 20243,937$1.95M0.8%+29+0.7%AddedHolders
Q4 20233,908$2.06M1.0%–No prior filingHolders