UNH UNITEDHEALTH GROUP INC

Ownership history in BCK Partners, Inc.  ·  20 quarters on record

AI Ownership Summary

BCK Partners, Inc. reported UNITEDHEALTH GROUP INC (UNH) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.42% in 2025 Q1. The latest visible filing shows UNH at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BCK Partners, Inc.'s position in UNITEDHEALTH GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UNH was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BCK Partners, Inc. held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,142 -105 -8.4% 0.20% $377K 2026-02-14 (Est.) $290.93
2025 Q3 REDUCED 1,247 -38 -3.0% 0.23% $431K 2025-10-28 $362.56
2025 Q2 UNCHANGED 1,285 0% 0.24% $401K 2025-07-30 $260.58
2025 Q1 UNCHANGED 1,285 0% 0.42% $673K 2025-04-25 $407.16
2024 Q4 REDUCED 1,285 -11 -0.8% 0.40% $650K 2025-01-30 $528.35
2024 Q3 ADDED 1,296 +16 +1.2% 0.36% $758K 2024-10-25 $544.65
2024 Q2 ADDED 1,280 +11 +0.9% 0.34% $652K 2024-07-24 $538.10
2024 Q1 ADDED 1,269 +27 +2.2% 0.34% $628K 2024-04-30 $463.03
2023 Q4 REDUCED 1,242 -100 -7.5% 0.37% $654K 2024-01-26 $479.80
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BCK Partners, Inc. and UNH

These are the practical questions this page is built to answer before you even open the full history table.

How long has BCK Partners, Inc. reported owning UNH?

BCK Partners, Inc. reported UNH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UNH position in BCK Partners, Inc.'s portfolio?

The largest reported portfolio weight for UNH was 0.42% in 2025 Q1.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2025 Q4, when BCK Partners, Inc. reported 1,142 shares, equal to 0.20% of portfolio, with an estimated market value of $377K.

What does the chart on this UNH ownership page compare?

The chart compares BCK Partners, Inc.'s quarterly UNH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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