SEC 13F Intelligence

Bnc Wealth Management, LLC / UNH

Bnc Wealth Management, LLC’s Unitedhealth Group Inc Position

Does Bnc Wealth Management, LLC own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 7.0K shares worth $3M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q1 2023
Shares
7.0K
% of Portfolio
+1.85%
Quarters Held
6
position exited

Position History UNH

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ1 ’22Q2 ’22: $4MQ2 ’22Q3 ’22: $4MQ3 ’22Q4 ’22: $4MQ4 ’22Q1 ’23: $3MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20237.0K$3M+1.85%
Q4 20227.0K$4M+2.19%
Q3 20227.0K$4M+2.14%
Q2 20227.3K$4M+1.97%
Q1 20227.4K$4M+1.86%
Q4 20217.0K$4M+1.67%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bnc Wealth Management, LLC’s full portfolio or all institutional holders of UNH.