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BFSG LLC’s UnitedHealth UNH Stock Holding History

BFSG LLC’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$531K Sell
1,277
-74
-5% -$27.4K 0.05% 200
2026
Q1 		$366K Sell
1,351
-79
-6% -$23.5K 0.03% 208
2025
Q4 		$472K Sell
1,430
-709
-33% -$240K 0.05% 192
2025
Q3 		$739K Buy
2,139
+108
+5% +$32.7K 0.07% 187
2025
Q2 		$634K Buy
2,031
+47
+2% +$18K 0.07% 174
2025
Q1 		$1.04M Sell
1,984
-5,192
-72% -$2.65M 0.13% 148
2024
Q4 		$3.63M Sell
7,176
-140
-2% -$79.5K 0.42% 82
2024
Q3 		$4.28M Sell
7,316
-192
-3% -$109K 0.5% 66
2024
Q2 		$3.82M Buy
7,508
+69
+0.9% +$33.8K 0.48% 73
2024
Q1 		$3.68M Hold
7,439
– – 0.49% 75
2023
Q4 		$3.92M Sell
7,439
-71
-0.9% -$37.9K 0.57% 64
2023
Q3 		$3.79M Buy
7,510
+132
+2% +$65K 0.61% 60
2023
Q2 		$3.55M Buy
7,378
+2,600
+54% +$1.27M 0.6% 60
2023
Q1 		$2.26M Buy
4,778
+157
+3% +$75.8K 0.42% 87
2022
Q4 		$2.45M Buy
4,621
+620
+15% +$328K 0.49% 74
2022
Q3 		$2.02M Buy
4,001
+123
+3% +$64.7K 0.43% 81
2022
Q2 		$1.99M Buy
3,878
+75
+2% +$37.7K 0.36% 89
2022
Q1 		$1.94M Sell
3,803
-2,252
-37% -$1.09M 0.31% 91
2021
Q4 		$3.04M Buy
6,055
+2,100
+53% +$951K 0.42% 78
2021
Q3 		$1.54M Buy
+3,955
New +$1.64M 0.24% 110
2021
Q2 		– Sell
-3,590
Closed -$1.34M – 204
2021
Q1 		$1.34M Buy
3,590
+607
+20% +$210K 0.22% 110
2020
Q4 		$1.05M Buy
2,983
+695
+30% +$233K 0.17% 116
2020
Q3 		$713K Buy
2,288
+205
+10% +$63K 0.13% 130
2020
Q2 		$614K Buy
2,083
+35
+2% +$10K 0.13% 121
2020
Q1 		$511K Buy
2,048
+40
+2% +$11K 0.13% 116
2019
Q4 		$590K Buy
2,008
+410
+26% +$107K 0.11% 147
2019
Q3 		$347K Buy
+1,598
New +$386K 0.08% 161
2018
Q1 		– Sell
-1,463
Closed -$323K – 168
2017
Q4 		$323K Buy
1,463
+314
+27% +$66.5K 0.14% 110
2017
Q3 		$225K Buy
+1,149
New +$222K 0.1% 132

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

BFSG LLC's UNH Position: Q2 2026 in Review

BFSG LLC reduced its UnitedHealth (UNH) stake by 5.5% in Q2 2026, selling an estimated $27.4K and leaving 1,277 shares worth $531K. The position accounts for 0.05% of the portfolio, ranked #200.

BFSG LLC first reported a position in UNH in Q3 2017 and has held it in 29 quarters since. The position peaked at $4.28M in Q3 2024. 652 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • BFSG LLC held 1,277 shares of UnitedHealth worth $531K as of Q2 2026.
  • BFSG LLC sold 74 UnitedHealth shares in Q2 2026, an estimated $27.4K.
  • UnitedHealth made up 0.05% of BFSG LLC's portfolio in Q2 2026, its #200 holding.
  • BFSG LLC first reported a position in UnitedHealth in Q3 2017 and has held it in 29 quarters since.
  • BFSG LLC's UnitedHealth position peaked at $4.28M in Q3 2024.
  • 652 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.