UNH UNITEDHEALTH GROUP INC

Ownership history in MITCHELL SINKLER & STARR/PA  ·  16 quarters on record

AI Ownership Summary

MITCHELL SINKLER & STARR/PA reported UNITEDHEALTH GROUP INC (UNH) in 16 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.23% in 2025 Q1. The latest visible filing shows UNH at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MITCHELL SINKLER & STARR/PA's position in UNITEDHEALTH GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

UNH was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MITCHELL SINKLER & STARR/PA held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,367 -53 -3.7% 0.21% $472K 2025-11-04 $326.09
2025 Q2 REDUCED 1,420 -142 -9.1% 0.21% $443K 2025-07-25 $275.29
2025 Q1 REDUCED 1,562 -5 -0.3% 0.23% $818K 2025-05-07 $380.34
2024 Q4 ADDED 1,567 +30 +2.0% 0.21% $793K 2025-02-12 $510.75
2024 Q3 ADDED 1,537 +148 +10.7% 0.23% $899K 2024-11-13 $584.50
2024 Q2 ADDED 1,389 +261 +23.1% 0.20% $784K 2024-08-07 $544.19
2024 Q1 REDUCED 1,128 -264 -19.0% 0.14% $558K 2024-04-30 $463.03
2023 Q4 ADDED 1,392 +150 +12.1% 0.13% $733K 2024-02-12 $493.57
2023 Q3 ADDED 1,242 +182 +17.2% 0.19% $626K 2023-11-01 $505.16
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MITCHELL SINKLER & STARR/PA and UNH

These are the practical questions this page is built to answer before you even open the full history table.

How long has MITCHELL SINKLER & STARR/PA reported owning UNH?

MITCHELL SINKLER & STARR/PA reported UNH across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported UNH position in MITCHELL SINKLER & STARR/PA's portfolio?

The largest reported portfolio weight for UNH was 0.23% in 2025 Q1.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2025 Q3, when MITCHELL SINKLER & STARR/PA reported 1,367 shares, equal to 0.21% of portfolio, with an estimated market value of $472K.

What does the chart on this UNH ownership page compare?

The chart compares MITCHELL SINKLER & STARR/PA's quarterly UNH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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