Aufman Associates Inc UNH — UnitedHealth Group

Ownership history in Aufman Associates Inc  ·  19 quarters on record

AI Ownership Summary

Aufman Associates Inc reported UnitedHealth Group (UNH) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.25% in 2024 Q3. The latest visible filing shows UNH at 0.11% 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 Aufman Associates Inc's position in UnitedHealth Group, 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 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% 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 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.

UNH stock page Aufman Associates Inc fund profile Aufman Associates Inc full holdings
How Aufman Associates Inc held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 652 — 0% 0.11% $215K 2026-02-11 $275.19
2025 Q3 REDUCED — — — 652 -11 -1.7% 0.13% $225K 2025-11-12 $332.30
2025 Q2 UNCHANGED — — — 663 — 0% 0.13% $207K 2025-08-13 $264.72
2025 Q1 ADDED — — — 663 +1 +0.2% 0.24% $347K 2025-05-14 $297.86
2024 Q4 UNCHANGED — — — 662 — 0% 0.23% $335K 2025-02-12 $507.85
2024 Q3 ADDED — — — 662 +30 +4.7% 0.25% $387K 2024-11-13 $581.19
2024 Q2 ADDED — — — 632 +7 +1.1% 0.23% $322K 2024-08-09 $534.10
2024 Q1 UNCHANGED — — — 625 — 0% 0.22% $309K 2024-05-10 $488.11
2023 Q4 UNCHANGED — — — 625 — 0% 0.25% $329K 2024-02-14 $490.11
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UNH

As of 2026 Q1 — sorted by position size

53 HOUSE LLP 3Y 7Y 39.93% NAYA CAPITAL MANAGEMENT UK LTD 3Y 7Y 23.15% OBERNDORF WILLIAM E 3Y 7Y 18.03% ELWOOD CAPITAL PARTNERS LP 13.72% Solel Partners LP 3Y 11.95% MARSHFIELD ASSOCIATES 3Y 7Y 10.25% BAYBAN 9.43% Seilern Investment Management Ltd 9.07% Veritas Asset Management LLP 3Y 7Y 8.63% Michelson Medical Research Foundation, Inc. 3Y 8.24%

FAQ About Aufman Associates 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 Aufman Associates Inc reported owning UNH?

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

What was the largest reported UNH position in Aufman Associates Inc's portfolio?

The largest reported portfolio weight for UNH was 0.25% in 2024 Q3.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2025 Q4, when Aufman Associates Inc reported 652 shares, equal to 0.11% of portfolio, with an estimated market value of $215K.

What does the chart on this UNH ownership page compare?

The chart compares Aufman Associates 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.

How well did Aufman Associates Inc time their UNH position?

Based on 13F filing dates vs. subsequent UNH price moves, Aufman Associates Inc correctly timed 7 out of 13 reported position changes (54%). The annualised alpha on UNH relative to SPY over the holding period was -16.5%.

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