UNH UnitedHealth Group Incorporated

Ownership history in Bellevue Group AG  ·  40 quarters on record

AI Ownership Summary

Bellevue Group AG reported UnitedHealth Group Incorporated (UNH) in 40 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.14% in 2024 Q3. The latest visible filing shows UNH at 1.10% 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 Bellevue Group AG's position in UnitedHealth Group Incorporated, 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 1.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.14% in 2024 Q3

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

Time in book
Holding Window
2023 Q3 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 Bellevue Group AG held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 175,169 +5,112 +3.0% 1.10% $57.8M 2026-02-14 (Est.) $290.93
2025 Q3 ADDED 170,057 +27,761 +19.5% 1.22% $58.7M 2025-11-14 $317.24
2025 Q2 REDUCED 142,296 -22,446 -13.6% 0.98% $44.4M 2025-08-14 $265.92
2025 Q1 ADDED 164,742 +5,029 +3.1% 1.93% $86.3M 2025-05-14 $299.56
2024 Q4 REDUCED 159,713 -65,837 -29.2% 1.56% $80.8M 2025-02-14 $506.99
2024 Q3 ADDED 225,550 +19,875 +9.7% 2.14% $131.9M 2024-11-14 $572.23
2024 Q2 ADDED 205,675 +56,956 +38.3% 1.70% $104.7M 2024-08-14 $557.25
2024 Q1 ADDED 148,719 +10,567 +7.6% 1.12% $73.6M 2024-05-15 $495.43
2023 Q4 REDUCED 138,152 -120,053 -46.5% 1.11% $72.7M 2024-02-14 $492.91
2023 Q3 ADDED 258,205 +48,078 +22.9% 2.10% $130.2M 2023-11-14 $513.58
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bellevue Group AG and UNH

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

How long has Bellevue Group AG reported owning UNH?

Bellevue Group AG reported UNH across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported UNH position in Bellevue Group AG's portfolio?

The largest reported portfolio weight for UNH was 2.14% in 2024 Q3.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2025 Q4, when Bellevue Group AG reported 175,169 shares, equal to 1.10% of portfolio, with an estimated market value of $57.8M.

What does the chart on this UNH ownership page compare?

The chart compares Bellevue Group AG'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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