UNH — UNITEDHEALTH GROUP INC

Ownership history in Centric Wealth Management  ·  28 quarters on record

This page tracks every 13F SEC filing in which Centric Wealth Management 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
3.18% (2025 Q2)
Avg. % of fund
1.09%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 23,242 -14,343 -38.2% 1.40% $6.6M $327.56
2025 Q3 REDUCED 37,585 -15,524 -29.2% 2.86% $12.8M $340.35
2025 Q2 ADDED 53,109 +49,432 +1344.4% 3.18% $13.3M $305.57
2025 Q1 REDUCED 3,677 -703 -16.1% 0.51% $1.9M $509.39
24 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%
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