Ownership history in Applied Capital LLC/FL · 13 quarters on record
This page tracks every 13F SEC filing in which Applied Capital LLC/FL reported a position in UNITEDHEALTH GROUP INC (UNH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 6,165 | +788 | +14.7% | 1.21% | $2.0M | $327.56 |
| 2025 Q3 | ADDED | 5,377 | +449 | +9.1% | 1.15% | $1.9M | $340.35 |
| 2025 Q2 | ADDED | 4,928 | +438 | +9.8% | 1.12% | $1.5M | $305.57 |
| 2025 Q1 | REDUCED | 4,490 | -3 | -0.1% | 1.85% | $2.4M | $509.39 |
| 2024 Q4 | REDUCED | 4,493 | -21 | -0.5% | 1.76% | $2.3M | $489.89 |
| 2024 Q3 | REDUCED | 4,514 | -101 | -2.2% | 2.06% | $2.6M | $564.06 |
| 2024 Q2 | ADDED | 4,615 | +152 | +3.4% | 2.05% | $2.4M | $489.57 |
| 2024 Q1 | ADDED | 4,463 | +260 | +6.2% | 1.80% | $2.2M | $473.56 |
| 2023 Q4 | REDUCED | 4,203 | -293 | -6.5% | 2.03% | $2.2M | $501.99 |
| 2023 Q3 | REDUCED | 4,496 | -27 | -0.6% | 2.25% | $2.3M | $479.11 |
As of 2025 Q4 — sorted by position size