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Bullock Wealth Management Group

SEC CIK
0002067581
Latest filing
Aug 19, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Bullock Wealth Management Group, 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)
158
Value
$67.4K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of UNH by Bullock Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026158$67.4K<0.1%00.0%UnchangedHolders
Q1 2026158$43.3K<0.1%+154+3,850.0%AddedHolders
Q4 20254$1.33K<0.1%00.0%UnchangedHolders
Q3 20254$1.40K<0.1%−78−95.1%ReducedHolders
Q2 202582$26.8K<0.1%−994−92.4%ReducedHolders
Q1 20251,076$562.6K0.3%−69−6.0%ReducedHolders
Q4 20241,145$579.2K0.3%−107−8.5%ReducedHolders
Q3 20241,252$730.3K0.4%+42+3.5%AddedHolders
Q2 20241,210$598.4K0.4%+2+0.2%AddedHolders
Q1 20241,208$591.5K0.4%–No prior filingHolders