UNH UNITEDHEALTH GROUP INC

Ownership history in M&G Plc  ·  8 quarters on record

This page tracks every 13F SEC filing in which M&G Plc 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 Q3)
Avg. % of fund
1.3%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 866,755 -8,958 -1.0% 1.47% $286.0M $327.56
2025 Q3 ADDED 875,713 +4,951 +0.6% 1.61% $302.1M $340.35
2025 Q2 ADDED 870,762 +366,127 +72.6% 1.50% $271.7M $305.57
2025 Q1 REDUCED 504,635 -6,504 -1.3% 1.27% $264.4M $509.39
2024 Q4 ADDED 511,139 +4,455 +0.9% 1.60% $258.6M $489.89
2024 Q3 ADDED 506,684 +15,758 +3.2% 1.07% $296.4M $564.06
2024 Q2 ADDED 490,926 +6,657 +1.4% 0.99% $249.9M $489.57
2024 Q1 INITIATED 484,269 0.91% $239.7M
% of Fund (quarterly)    UNH price (monthly, adj. close)
← Back to M&G Plc Holdings