Bogart Wealth, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1715740 MCLEAN, VA

Position in UNH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$292,187

+$123,339 QoQ

Shares Held

703

+12.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,731

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Bogart Wealth, LLC holds $483,119 across 7 Healthcare Plans names. UNH ranks #1 (60.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	703	$292,187
2	CVS	CVS HEALTH Corp	890	$92,070
3	ELV	Elevance Health, Inc.	121	$46,794
4	HUM	Humana Inc	73	$28,997
5	CI	Cigna Group	50	$13,784
6	CNC	Centene Corp	134	$8,601
7	MOH	Molina Healthcare, Inc.	3	$686

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$292,187	703	+12.7%	Shares	Sole	2026-07-24
2026-03-31	$168,848	624	+11.6%	Shares	Sole	2026-04-28
2025-12-31	$184,531	559	-34.2%	Shares	Sole	2026-01-30
2025-09-30	$293,159	849	+52.7%	Shares	Sole	2025-10-27
2025-06-30	$173,455	556	-93.7%	Shares	Sole	2025-07-30
2025-03-31	$4,610,047	8,802	-24.6%	Shares	Sole	2025-05-02
2024-12-31	$5,902,880	11,669	+0.0%	Shares	Sole	2025-01-30
2024-09-30	$6,820,876	11,666	-0.4%	Shares	Sole	2024-10-23
2024-06-30	$5,965,980	11,715	-19.4%	Shares	Sole	2024-07-31
2024-03-31	$7,194,422	14,543	+6.5%	Shares	Sole	2024-04-25
2023-12-31	$7,188,947	13,655	-0.2%	Shares	Sole	2024-02-07
2023-09-30	$6,899,840	13,685	+2.2%	Shares	Sole	2023-10-30
2023-06-30	$6,438,653	13,396	+5.2%	Shares	Sole	2023-07-31
2023-03-31	$6,017,961	12,734	+11.9%	Shares	Sole	2023-04-21
2022-12-31	$6,033,448	11,380	+17.5%	Shares	Sole	2023-02-06
2022-09-30	$4,890,302	9,683	+22.3%	Shares	Sole	2022-11-03
2022-06-30	$4,066,922	7,918	-5.6%	Shares	Sole	2022-07-22
2022-03-31	$4,276,098	8,385	+12.4%	Shares	Sole	2022-04-22
2021-12-31	$3,747,470	7,463	+12.3%	Shares	Sole	2022-01-19
2021-09-30	$2,595,685	6,643	+19.1%	Shares	Sole	2021-10-15
2021-06-30	$2,234,455	5,580	+20.5%	Shares	Sole	2021-08-06
2021-03-31	$1,722,684	4,630	+31.3%	Shares	Sole	2021-04-16
2020-12-31	$1,236,848	3,527	+7.5%	Shares	Sole	2021-01-14
2020-09-30	$1,022,605	3,280	+2.1%	Shares	Sole	2020-10-06
2020-06-30	$947,969	3,214	+3.4%	Shares	Sole	2020-07-08
2020-03-31	$774,823	3,107	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.