UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionBogart Wealth, LLC
Latest Disclosed Ownership624 shares
Latest Disclosed Value $ 168,918
Bogart Wealth, LLC reports 11.63% increase in ownership of UNH / UnitedHealth Group Incorporated

On April 28, 2026 - Bogart Wealth, LLC filed a 13F-HR form disclosing ownership of 624 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $168,918 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 559 shares of UnitedHealth Group Incorporated. This represents a change in shares of 11.63% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 624 65 11.63 169 -8.70 0.0065
2026-01-30 2025-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 559 -290 -34.16 184 -37.20 0.0074
2025-10-27 2025-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 849 293 52.70 293 69.36 0.0119
2025-07-30 2025-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 556 -8,246 -93.68 173 -96.25 0.0074
2025-05-02 2025-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 8,802 -2,867 -24.57 4,610 -21.89 0.2175
2025-01-30 2024-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 11,669 3 0.03 5,903 -13.46 0.2799
2024-10-23 2024-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 11,666 -49 -0.42 6,821 14.31 0.3229
2024-07-31 2024-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 11,715 -2,828 -19.45 5,966 -17.07 0.3037
2024-04-25 2024-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 14,543 888 6.50 7,194 0.07 0.3701
2024-02-07 2023-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 13,655 -30 -0.22 7,189 4.20 0.4056
2023-10-30 2023-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 13,685 289 2.16 6,900 7.16 0.4262
2023-07-31 2023-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 13,396 662 5.20 6,439 7.00 0.4081
2023-04-21 2023-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 12,734 1,354 11.90 6,018 -0.27 0.4017
2023-02-06 2022-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 11,380 1,697 17.53 6,034 23.37 0.4200
2022-11-03 2022-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 9,683 1,765 22.29 4,890 20.24 0.4082
2022-07-22 2022-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 7,918 -467 -5.57 4,067 -4.89 0.3568
2022-04-22 2022-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 8,385 922 12.35 4,276 14.12 0.3657
2022-01-19 2021-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 7,463 820 12.34 3,747 44.34 0.3383
2021-10-15 2021-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 6,643 1,063 19.05 2,596 16.20 0.2643
2021-08-06 2021-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 5,580 950 20.52 2,234 29.66 0.2441
2021-04-16 2021-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 4,630 1,103 31.27 1,723 39.29 0.2400
2021-01-14 2020-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 3,527 247 7.53 1,237 21.04 0.2296
2020-10-06 2020-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 3,280 66 2.05 1,022 7.81 0.2268
2020-07-08 2020-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 3,214 107 3.44 948 22.32 0.2228
2020-04-20 2020-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 3,107 196 6.73 775 -9.46 0.2114
2020-02-10 2019-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 2,911 108 3.85 856 40.56 0.2735
2019-11-06 2019-09-30 13F/A-1 UNITEDHEALTH GROUP INC COM Stock 91324P102 2,803 104 3.85 609 -7.45 0.2997
2019-10-10 2019-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 2,803 104 609 0.2804
2019-07-11 2019-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 2,699 -11 -0.41 658 -1.79 0.3977
2019-04-08 2019-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 2,710 59 2.23 670 1.52 0.3232
2019-01-15 2018-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 2,651 301 12.81 660 5.60 0.3294
2018-10-16 2018-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 2,350 118 5.29 625 14.26 0.3619
2018-07-13 2018-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 2,232 -4 -0.18 547 6.84 0.3327
2018-04-12 2018-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 2,236 556 33.10 512 38.38 0.2960
2018-01-10 2017-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 1,680 1,494 803.23 370 900.00 0.2371
2017-10-12 2017-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 186 186 37 0.0274
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.