UNH UNITEDHEALTH GROUP INC

Ownership history in BloombergSen Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which BloombergSen Inc. 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.

Peak position
1.68% (2025 Q4)
Avg. % of fund
1.58%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 69,549 -5,381 -7.2% 1.68% $23.0M $327.56
2025 Q3 REDUCED 74,930 -778 -1.0% 1.60% $25.9M $340.35
2025 Q2 INITIATED 75,708 1.45% $23.6M $305.57
% of Fund (quarterly)    UNH price (monthly, adj. close)
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