UNH UNITEDHEALTH GROUP INC

Ownership history in MARSHFIELD ASSOCIATES  ·  3 quarters on record

This page tracks every 13F SEC filing in which MARSHFIELD ASSOCIATES 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
9.64% (2025 Q3)
Avg. % of fund
8.58%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,658,487 +45,239 +2.8% 9.60% $547.5M $327.56
2025 Q3 ADDED 1,613,248 +594,960 +58.4% 9.64% $557.1M $340.35
2025 Q2 INITIATED 1,018,288 6.49% $317.7M $305.57
% of Fund (quarterly)    UNH price (monthly, adj. close)
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