BFSG, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1706836 IRVINE, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$530,759

+$165,192 QoQ

Shares Held

1,277

-5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,272

of 3,349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

BFSG, LLC holds $834,417 across 4 Healthcare Plans names. UNH ranks #1 (63.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,277	$530,759
2	CNC	Centene Corp	4,460	$286,287
3	CI	Cigna Group	56	$15,438
4	ELV	Elevance Health, Inc.	5	$1,933

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$530,759	1,277	-5.5%	Shares	Sole	2026-07-20
2026-03-31	$365,567	1,351	-5.5%	Shares	Sole	2026-04-29
2025-12-31	$472,057	1,430	-33.1%	Shares	Sole	2026-01-22
2025-09-30	$738,596	2,139	+5.3%	Shares	Sole	2025-10-29
2025-06-30	$633,611	2,031	+2.4%	Shares	Sole	2025-07-15
2025-03-31	$1,039,120	1,984	-72.4%	Shares	Sole	2025-04-18
2024-12-31	$3,630,051	7,176	-1.9%	Shares	Sole	2025-01-31
2024-09-30	$4,277,518	7,316	-2.6%	Shares	Sole	2024-10-16
2024-06-30	$3,823,524	7,508	+0.9%	Shares	Sole	2024-07-29
2024-03-31	$3,680,072	7,439	0.0%	Shares	Sole	2024-04-23
2023-12-31	$3,916,410	7,439	-0.9%	Shares	Sole	2024-04-23
2023-09-30	$3,786,466	7,510	+1.8%	Shares	Sole	2023-10-20
2023-06-30	$3,546,161	7,378	+54.4%	Shares	Sole	2023-08-07
2023-03-31	$2,258,035	4,778	+3.4%	Shares	Sole	2023-05-10
2022-12-31	$2,449,961	4,621	+15.5%	Shares	Sole	2023-02-02
2022-09-30	$2,020,665	4,001	+3.2%	Shares	Sole	2022-11-07
2022-06-30	$1,991,857	3,878	+2.0%	Shares	Sole	2022-08-04
2022-03-31	$1,939,415	3,803	-37.2%	Shares	Sole	2022-05-04
2021-12-31	$3,040,457	6,055	+53.1%	Shares	Sole	2022-01-24
2021-09-30	$1,545,376	3,955	+10.2%	Shares	Sole	2021-11-03
2021-03-31	$1,335,731	3,590	+20.3%	Shares	Sole	2021-04-26
2020-12-31	$1,046,078	2,983	+30.4%	Shares	Sole	2021-01-26
2020-09-30	$713,329	2,288	+9.8%	Shares	Sole	2020-11-04
2020-06-30	$614,380	2,083	+1.7%	Shares	Sole	2020-07-22
2020-03-31	$510,730	2,048	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.