UNH — UNITEDHEALTH GROUP INC

Ownership history in Caption Management, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Caption Management, LLC 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
0.46% (2025 Q1)
Avg. % of fund
0.16%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 33,880 -66,120 -66.1% 0.08% $11.2M $327.56
2025 Q4 ADDED 100,000 +50,000 +100.0% 0.23% $33.0M $327.56
2025 Q3 ADDED 50,000 +47,300 +1751.9% 0.13% $17.3M $340.35
2025 Q3 REDUCED 2,700 -72,300 -96.4% 0.01% $932K $340.35
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UNH price (monthly, adj. close)

Other funds also holding UNH

As of 2025 Q4 — sorted by position size

53 HOUSE LLP 3Y 7Y 39.93% NAYA CAPITAL MANAGEMENT UK LTD 3Y 7Y 22.69% OBERNDORF WILLIAM E 3Y 7Y 14.86% BAYBAN 11.86% Solel Partners LP 3Y 11.03% GARRISON BRADFORD & ASSOCIATES INC 3Y 7Y 10.69% Michelson Medical Research Foundation, Inc. 3Y 9.93% MARSHFIELD ASSOCIATES 3Y 7Y 9.6% Seilern Investment Management Ltd 9.11% Rovida Advisors Inc. 3Y 7Y 8.93%
← Back to Caption Management, LLC Holdings