UNH UNITEDHEALTH GROUP

Ownership history in NCP Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which NCP Inc. reported a position in UNITEDHEALTH GROUP (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
0.99% (2025 Q4)
Avg. % of fund
0.27%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,716 +1,535 +70.4% 0.99% $1.2M $327.56
2025 Q3 ADDED 2,181 +1,205 +123.5% 0.56% $753K $340.35
2025 Q2 ADDED 976 +950 +3653.8% 0.29% $304K $305.57
2025 Q1 UNCHANGED 26 0% 0.02% $14K $509.39
3 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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