BDFS Capital »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by BDFS Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $471k 1.7k 270.58
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 Large Cap Val (DFLV)
Dimensional Etf Trust Us High Profitab (DUHP)
John Hancock Exchange Traded Preferred Income (JHPI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Northrop Grumman Corporation (NOC)
Microsoft Corporation (MSFT)

View all positions for BDFS Capital

Top funds holding UnitedHealth

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Susquehanna International
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
Citadel Advisors
Capital Research Global Investors
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Bank of America Corporation

View all funds holding UnitedHealth