UNH UNITEDHEALTH GROUP INC

Ownership history in Griffith & Werner, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Griffith & Werner, 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.

Peak position
1.61% (2025 Q4)
Avg. % of fund
1.59%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,565 +115 +1.2% 1.61% $3.2M $327.56
2025 Q3 INITIATED 9,450 1.57% $3.0M $340.35
% of Fund (quarterly)    UNH price (monthly, adj. close)
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