SEC 13F Intelligence

Bristol Gate Capital Partners Inc. / UNH

Bristol Gate Capital Partners Inc.’s Unitedhealth Group Inc Position

Does Bristol Gate Capital Partners Inc. own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 243.7K shares worth $80M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$80M
Q4 2025
Shares
243.7K
% of Portfolio
+4.64%
Quarters Held
29
position exited

Position History UNH

Reported value by quarter
Q4 ’18: $29MQ4 ’18Q1 ’19: $36MQ2 ’19: $38MQ3 ’19: $38MQ4 ’19: $48MQ4 ’19Q1 ’20: $47MQ2 ’20: $54MQ3 ’20: $63MQ4 ’20: $75MQ4 ’20Q1 ’21: $74MQ2 ’21: $87MQ3 ’21: $87MQ4 ’21: $112MQ4 ’21Q1 ’22: $118MQ2 ’22: $85MQ3 ’22: $81MQ4 ’22: $84MQ4 ’22Q1 ’23: $74MQ2 ’23: $74MQ3 ’23: $75MQ4 ’23: $76MQ4 ’23Q1 ’24: $85MQ2 ’24: $94MQ3 ’24: $108MQ4 ’24: $92MQ4 ’24Q1 ’25: $96MQ2 ’25: $46MQ3 ’25: $88MQ4 ’25: $80MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025243.7K$80M+4.64%
Q3 2025256.1K$88M+5.22%
Q2 2025148.6K$46M+2.64%
Q1 2025183.3K$96M+4.69%
Q4 2024181.8K$92M+4.48%
Q3 2024184.9K$108M+4.95%
Q2 2024184.9K$94M+4.67%
Q1 2024172.6K$85M+4.01%
Q4 2023144.5K$76M+3.80%
Q3 2023149.3K$75M+4.19%
Q2 2023153.5K$74M+3.88%
Q1 2023156.4K$74M+4.00%
Q4 2022158.2K$84M+4.79%
Q3 2022161.0K$81M+4.99%
Q2 2022165.7K$85M+4.82%
Q1 2022231.6K$118M+5.79%
Q4 2021223.6K$112M+5.05%
Q3 2021222.3K$87M+4.46%
Q2 2021216.6K$87M+4.54%
Q1 2021199.1K$74M+4.42%
Q4 2020212.7K$75M+4.95%
Q3 2020202.5K$63M+4.77%
Q2 2020182.2K$54M+4.58%
Q1 2020186.6K$47M+5.47%
Q4 2019164.2K$48M+4.79%
Q3 2019174.3K$38M+4.30%
Q2 2019156.3K$38M+4.53%
Q1 2019144.4K$36M+4.54%
Q4 2018114.9K$29M+4.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bristol Gate Capital Partners Inc.’s full portfolio or all institutional holders of UNH.