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UnitedHealth shares owned by BDFS Capital

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by BDFS Capital from 13F filings

Historical chart of BDFS Capital investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by BDFS Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by BDFS Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $528k 1.6k 330.10

More positions owned by BDFS Capital

First Tr Exchange-traded First Tr Enh New (FTSM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Trust Ishare 0-1 (SHV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Large Cap Val (DFLV)
John Hancock Exchange Traded Preferred Income (JHPI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
Northrop Grumman Corporation (NOC)

View all positions for BDFS Capital

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Capital World Investors
Geode Capital Management
Citadel Advisors
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Jane Street
Wellington Management Company
FMR
Norges Bank Investment Management
Dodge & Cox
Bank of New York Mellon

View all funds holding UnitedHealth