UNH UNITEDHEALTH GROUP INC COM

Ownership history in Asio Capital, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Asio Capital, LLC reported a position in UNITEDHEALTH GROUP INC COM (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.

Peak position
2.54% (2020 Q1)
Avg. % of fund
1.78%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 26,577 +2,344 +9.7% 1.24% $8.8M $327.56
2025 Q3 ADDED 24,233 +3,793 +18.6% 1.25% $8.4M $340.35
2025 Q2 ADDED 20,440 +4,841 +31.0% 1.06% $6.4M $305.57
2025 Q1 ADDED 15,599 +848 +5.7% 1.58% $8.2M $509.39
2024 Q4 REDUCED 14,751 -170 -1.1% 1.41% $7.5M $489.89
2024 Q3 REDUCED 14,921 -41 -0.3% 1.66% $8.7M $564.06
2024 Q2 ADDED 14,962 +64 +0.4% 1.56% $7.6M $489.57
2024 Q1 ADDED 14,898 +1,052 +7.6% 1.56% $7.4M $473.56
2023 Q4 ADDED 13,846 +59 +0.4% 1.70% $7.3M $501.99
2023 Q3 ADDED 13,787 +10 +0.1% 1.85% $7.0M $479.11
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UNH price (monthly, adj. close)
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