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BFSG, LLC

SEC CIK
0001706836
Latest filing
Jul 20, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by BFSG, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
1,277
Value
$530.8K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of UNH by BFSG, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,277$530.8K<0.1%−74−5.5%ReducedHolders
Q1 20261,351$365.6K<0.1%−79−5.5%ReducedHolders
Q4 20251,430$472.1K<0.1%−709−33.1%ReducedHolders
Q3 20252,139$738.6K0.1%+108+5.3%AddedHolders
Q2 20252,031$633.6K0.1%+47+2.4%AddedHolders
Q1 20251,984$1.04M0.1%−5,192−72.4%ReducedHolders
Q4 20247,176$3.63M0.4%−140−1.9%ReducedHolders
Q3 20247,316$4.28M0.5%−192−2.6%ReducedHolders
Q2 20247,508$3.82M0.5%+69+0.9%AddedHolders
Q1 20247,439$3.68M0.5%00.0%UnchangedHolders
Q4 20237,439$3.92M0.6%−71−0.9%ReducedHolders
Q3 20237,510$3.79M0.6%+132+1.8%AddedHolders
Q2 20237,378$3.55M0.6%+2,600+54.4%AddedHolders
Q1 20234,778$2.26M0.4%+157+3.4%AddedHolders
Q4 20224,621$2.45M0.5%+620+15.5%AddedHolders
Q3 20224,001$2.02M0.4%+123+3.2%AddedHolders
Q2 20223,878$1.99M0.4%+75+2.0%AddedHolders
Q1 20223,803$1.94M0.3%−2,252−37.2%ReducedHolders
Q4 20216,055$3.04M0.4%+2,100+53.1%AddedHolders
Q3 20213,955$1.54M0.2%+3,955NewHolders
Q2 20210$00.0%−3,590−100.0%Sold outHolders
Q1 20213,590$1.34M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.