UNH UNITEDHEALTH GROUP INC

Ownership history in Constitution Capital LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Constitution Capital 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
3.92% (2022 Q3)
Avg. % of fund
2.32%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,742 -3,085 -31.4% 1.05% $2.2M $327.56
2025 Q3 ADDED 9,827 +3,125 +46.6% 1.59% $3.4M $340.35
2025 Q2 REDUCED 6,702 -2,225 -24.9% 1.07% $2.1M $305.57
2025 Q1 ADDED 8,927 +190 +2.2% 2.59% $4.7M $509.39
2024 Q4 ADDED 8,737 +75 +0.9% 2.48% $4.4M $489.89
2024 Q3 REDUCED 8,662 -902 -9.4% 2.70% $5.1M $564.06
2024 Q2 ADDED 9,564 +795 +9.1% 2.57% $4.9M $489.57
2024 Q1 REDUCED 8,769 -386 -4.2% 2.45% $4.3M $473.56
2023 Q4 REDUCED 9,155 -1,103 -10.8% 2.91% $4.8M $501.99
2023 Q3 REDUCED 10,258 -406 -3.8% 3.52% $5.2M $479.11
11 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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