UNH UNITEDHEALTH GROUP INC

Ownership history in Forefront Analytics, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Forefront Analytics, 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
0.49% (2025 Q1)
Avg. % of fund
0.22%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,452 +322 +28.5% 0.42% $479K $327.56
2025 Q3 ADDED 1,130 +310 +37.8% 0.38% $390K $340.35
2025 Q1 ADDED 820 +33 +4.2% 0.49% $430K $509.39
2024 Q4 ADDED 787 +54 +7.4% 0.19% $400K $489.89
10 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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