UNH — UnitedHealth Group Inc

Ownership history in Rosenbaum Jay D.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Rosenbaum Jay D. 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
2.12% (2024 Q2)
Avg. % of fund
0.9%
First filed
2021 Q4
Last filed
2024 Q2
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 UNCHANGED 736 — 0% 2.12% $375K $489.57
2024 Q1 UNCHANGED 736 — 0% 2.07% $364K $473.56
2023 Q4 REDUCED 736 -87 -10.6% 1.00% $387K $501.99
2023 Q3 ADDED 823 +254 +44.6% 0.70% $415K $479.11
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UNH price (monthly, adj. close)

Other funds also holding UNH

As of 2025 Q4 — sorted by position size

53 HOUSE LLP 3Y 7Y 39.93% NAYA CAPITAL MANAGEMENT UK LTD 3Y 7Y 22.69% OBERNDORF WILLIAM E 3Y 7Y 14.86% BAYBAN 11.86% Solel Partners LP 3Y 11.03% GARRISON BRADFORD & ASSOCIATES INC 3Y 7Y 10.69% Michelson Medical Research Foundation, Inc. 3Y 9.93% MARSHFIELD ASSOCIATES 3Y 7Y 9.6% Seilern Investment Management Ltd 9.11% Rovida Advisors Inc. 3Y 7Y 8.93%
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