BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1352860 BLUE BELL, PA

Position in UNH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$88,944

+$31,038 QoQ

Shares Held

214

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#3,157

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $228,394 across 2 Healthcare Plans names. UNH ranks #2 (38.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVS	CVS HEALTH Corp	1,348	$139,450
2	UNH	Unitedhealth Group Inc This page	214	$88,944

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$88,944	214	0.0%	Shares	Sole	2026-08-06
2026-03-31	$57,906	214	-6.1%	Shares	Sole	2026-05-11
2025-12-31	$75,265	228	+0.4%	Shares	Sole	2026-02-09
2025-09-30	$78,383	227	-1.7%	Shares	Sole	2025-10-22
2025-06-30	$72,065	231	-40.0%	Shares	Sole	2025-08-11
2025-03-31	$201,643	385	+26.6%	Shares	Sole	2025-05-05
2024-12-31	$153,781	304	-3.2%	Shares	Sole	2025-02-07
2024-09-30	$183,589	314	+9.8%	Shares	Sole	2024-10-29
2024-06-30	$145,648	286	-2.1%	Shares	Sole	2024-08-05
2024-03-31	$144,452	292	-6.1%	Shares	Sole	2024-04-24
2023-12-31	$163,732	311	+19.6%	Shares	Sole	2024-01-25
2023-09-30	$131,089	260	+2.4%	Shares	Sole	2023-10-30
2023-06-30	$122,082	254	+198.8%	Shares	Sole	2023-08-08
2023-03-31	$40,170	85	+41.7%	Shares	Sole	2023-05-08
2022-12-31	$31,810	60	0.0%	Shares	Sole	2023-02-03
2022-09-30	$30,302	60	0.0%	Shares	Sole	2022-11-09
2022-06-30	$30,817	60	+3.4%	Shares	Sole	2022-08-02
2022-03-31	$29,578	58	0.0%	Shares	Sole	2022-04-21
2021-12-31	$29,124	58	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.