UnitedHealth Group Incorporated
DE ˙ XTRA ˙ US91324P1021
323,20 € ↓ -2,00 (-0,62%)
2026-06-02
DEL PRIS
SecurityDE:UNH / UnitedHealth Group Incorporated
InstitutionBfsg, Llc
Latest Disclosed Ownership1,351 shares
Latest Disclosed Value $ 365,568
Bfsg, Llc reports 5.52% decrease in ownership of UNH / UnitedHealth Group Incorporated

On April 28, 2026 - Bfsg, Llc filed a 13F-HR form disclosing ownership of 1,351 shares of UnitedHealth Group Incorporated (DE:UNH) valued at $315,729 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,430 shares of UnitedHealth Group Incorporated. This represents a change in shares of -5.52% during the quarter. The current value of the position is $436,643 USD.

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 COM 91324P102 1,351 -79 -5.52 366 -22.67 0.0346
2026-01-22 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 1,430 -709 -33.15 472 -36.04 0.0458
2025-10-29 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 2,139 108 5.32 739 16.59 0.0715
2025-07-15 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 2,031 47 2.37 634 -39.08 0.0709
2025-04-18 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,984 -5,192 -72.35 1,039 -71.38 0.1264
2025-01-31 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 7,176 -140 -1.91 3,630 -15.13 0.4244
2024-10-16 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 7,316 -192 -2.56 4,278 11.88 0.4971
2024-07-29 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 7,508 69 0.93 3,824 3.89 0.4845
2024-04-23 2024-03-31 13F UNITEDHEALTH GROUP COM 91324P102 7,439 0 0.00 3,680 -6.03 0.4859
2024-04-23 2023-12-31 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 7,439 -71 -0.95 3,917 130,433.33 0.5698
2024-02-02 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 7,439 -71 3,917 0.5698
2023-10-20 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 7,510 132 1.79 4 0.00 0.6146
2023-08-07 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 7,378 2,600 54.42 4 50.00 0.6027
2023-05-10 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 4,778 157 3.40 2 0.00 0.4168
2023-02-02 2022-12-31 13F UNITEDHEALTH GROUP COM 91324P102 4,621 620 15.50 2 -99.90 0.4906
2022-11-07 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 4,001 123 3.17 2,021 1.46 0.4298
2022-08-04 2022-06-30 13F UNITEDHEALTH GROUP COM 91324P102 3,878 75 1.97 1,992 2.73 0.3594
2022-05-04 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 3,803 -2,252 -37.19 1,939 -36.24 0.3070
2022-01-24 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 6,055 2,100 53.10 3,041 96.83 0.4227
2021-11-03 2021-09-30 13F UNITEDHEALTH GROUP COM 91324P102 3,955 3,955 1,545 0.2358
2021-07-29 2021-06-30 13F UNITEDHEALTH GROUP COM 91324P102 0 -3,590 -100.00 0 -100.00
2021-04-26 2021-03-31 13F UNITEDHEALTH GROUP COM 91324P102 3,590 607 20.35 1,336 27.72 0.2166
2021-01-26 2020-12-31 13F UNITEDHEALTH GROUP COM 91324P102 2,983 695 30.38 1,046 46.70 0.1735
2020-11-04 2020-09-30 13F UNITEDHEALTH GROUP COM 91324P102 2,288 205 9.84 713 16.12 0.1328
2020-07-22 2020-06-30 13F UNITEDHEALTH GROUP COM 91324P102 2,083 35 1.71 614 20.16 0.1323
2020-04-27 2020-03-31 13F UNITEDHEALTH GROUP COM 91324P102 2,048 40 1.99 511 -13.39 0.1312
2020-01-29 2019-12-31 13F UNITEDHEALTH GROUP COM 91324P102 2,008 410 25.66 590 70.03 0.1113
2019-10-25 2019-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,598 1,598 347 0.0769
2018-05-07 2018-03-31 13F UNITED HEALTHCARE COM 91324P102 0 -1,463 -100.00 0 -100.00
2018-01-23 2017-12-31 13F UNITED HEALTHCARE COM 91324P102 1,463 314 27.33 323 43.56 0.1363
2017-10-12 2017-09-30 13F UNITED HEALTHCARE COM 91324P102 1,149 1,149 225 0.1015
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.