UNH β€” UnitedHealth Group Inc

Ownership history in OBERNDORF WILLIAM E  Β·  4 quarters on record

AI Ownership Summary

OBERNDORF WILLIAM E reported UnitedHealth Group Inc (UNH) in 4 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 16.55% in 2025 Q3. The latest visible filing shows UNH at 14.86% 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 OBERNDORF WILLIAM E'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 Q4

UNH was reported at 14.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.55% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q4

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 OBERNDORF WILLIAM E held UNH β€” position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 35,553 β€” 0% 14.86% $11.7M 2026-02-14 (Est.) $290.93
2025 Q3 UNCHANGED 35,553 β€” 0% 16.55% $12.3M 2025-11-13 $327.75
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About OBERNDORF WILLIAM E and UNH

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

How long has OBERNDORF WILLIAM E reported owning UNH?

OBERNDORF WILLIAM E reported UNH across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported UNH position in OBERNDORF WILLIAM E's portfolio?

The largest reported portfolio weight for UNH was 16.55% in 2025 Q3.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2025 Q4, when OBERNDORF WILLIAM E reported 35,553 shares, equal to 14.86% of portfolio, with an estimated market value of $11.7M.

What does the chart on this UNH ownership page compare?

The chart compares OBERNDORF WILLIAM E'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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