UNH β€” UNITEDHEALTH GROUP INC

Ownership history in PENNINGTON PARTNERS & CO., LLC  Β·  2 quarters on record

AI Ownership Summary

PENNINGTON PARTNERS & CO., LLC reported UNITEDHEALTH GROUP INC (UNH) in 2 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.52% in 2025 Q3. The latest visible filing shows UNH at 0.52% 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.

What this UNH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PENNINGTON PARTNERS & CO., LLC'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 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% 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
2024 Q4 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 PENNINGTON PARTNERS & CO., LLC 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 Q3 ADDED 3,159 +2,659 +531.8% 0.52% $1.1M 2025-11-14 $317.24
2024 Q4 INITIATED 500 β€” β€” 0.13% $253K 2025-02-14 $506.99

FAQ About PENNINGTON PARTNERS & CO., LLC and UNH

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

How long has PENNINGTON PARTNERS & CO., LLC reported owning UNH?

PENNINGTON PARTNERS & CO., LLC reported UNH across 2 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported UNH position in PENNINGTON PARTNERS & CO., LLC's portfolio?

The largest reported portfolio weight for UNH was 0.52% in 2025 Q3.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2025 Q3, when PENNINGTON PARTNERS & CO., LLC reported 3,159 shares, equal to 0.52% of portfolio, with an estimated market value of $1.1M.

What does the chart on this UNH ownership page compare?

The chart compares PENNINGTON PARTNERS & CO., LLC'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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