UNH UnitedHealth Group Inc

Ownership history in OBERNDORF WILLIAM E  ·  4 quarters on record

This page tracks every 13F SEC filing in which OBERNDORF WILLIAM E 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
16.55% (2025 Q3)
Avg. % of fund
15.28%
First filed
2014 Q2
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 35,553 0% 14.86% $11.7M $327.56
2025 Q3 UNCHANGED 35,553 0% 16.55% $12.3M $340.35
2014 Q3 UNCHANGED 35,553 0% 14.86% $11.7M $71.47
2014 Q2 INITIATED 35,553 14.86% $11.7M $67.46
% of Fund (quarterly)    UNH price (monthly, adj. close)
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