Ownership history in Ethic Inc. · 25 quarters on record
This page tracks every 13F SEC filing in which Ethic 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 94,010 | +2,458 | +2.7% | 0.48% | $31.0M | $327.56 |
| 2025 Q3 | ADDED | 91,552 | +263 | +0.3% | 0.52% | $31.6M | $340.35 |
| 2025 Q2 | ADDED | 91,289 | +35 | +0.0% | 0.51% | $28.2M | $305.57 |
| 2025 Q1 | ADDED | 91,254 | +5,515 | +6.4% | 0.97% | $47.7M | $509.39 |
| 2024 Q4 | ADDED | 85,739 | +8,716 | +11.3% | 0.88% | $43.4M | $489.89 |
| 2024 Q3 | REDUCED | 77,023 | -1,592 | -2.0% | 0.96% | $38.1M | $564.06 |
| 2024 Q2 | ADDED | 78,615 | +1,592 | +2.1% | 0.94% | $40.0M | $489.57 |
| 2024 Q1 | ADDED | 77,023 | +4,627 | +6.4% | 0.96% | $38.1M | $473.56 |
| 2023 Q4 | ADDED | 72,396 | +7,645 | +11.8% | 1.13% | $38.1M | $501.99 |
| 2023 Q3 | ADDED | 64,751 | +4,467 | +7.4% | 1.15% | $32.6M | $479.11 |
As of 2025 Q4 — sorted by position size