UNH — UNITEDHEALTH GROUP INC COM

Ownership history in ROWLANDMILLER & PARTNERS.ADV  ·  21 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported UNITEDHEALTH GROUP INC COM (UNH) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2025 Q4. The latest visible filing shows UNH at 0.31% 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 ROWLANDMILLER & PARTNERS.ADV's position in UNITEDHEALTH GROUP INC COM, 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
2026 Q1

UNH was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

UNH stock page ROWLANDMILLER & PARTNERS.ADV fund profile ROWLANDMILLER & PARTNERS.ADV full holdings
How ROWLANDMILLER & PARTNERS.ADV held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 5,677 +678 +13.6% 0.31% $2K 2026-05-15 (Est.) $314.19
2025 Q4 ADDED 4,999 +426 +9.3% 0.32% $1.7M 2026-02-12 $282.18
2025 Q3 ADDED 4,573 +2,210 +93.5% 0.31% $1.6M 2025-10-01 $343.30
2025 Q2 ADDED 2,363 +2,123 +884.6% 0.15% $737K 2025-07-01 $319.45
2025 Q1 UNCHANGED 240 — 0% 0.03% $126K 2025-04-15 $567.59
2024 Q4 REDUCED 240 -5 -2.0% 0.03% $121K 2025-02-04 $528.23
2024 Q3 UNCHANGED 245 — 0% 0.03% $143K 2024-10-23 $544.73
2024 Q2 UNCHANGED 245 — 0% 0.03% $125K 2024-07-29 $544.83
2024 Q1 UNCHANGED 245 — 0% 0.03% $121K 2024-04-08 $436.51
2023 Q4 UNCHANGED 245 — 0% 0.03% $129K 2024-01-03 $516.83
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UNH

As of 2026 Q1 — sorted by position size

Seilern Investment Management Ltd 9.07% Banque de Luxembourg S.A. 3.39% Marex Group plc 2.73% Palisade Asset Management, LLC 3Y 7Y 2.16% R.H. Investment Group, LLC 2.14% Cohen Capital Management, Inc. 3Y 7Y 2.12% Victrix Investment Advisors 2.12% Allen Mooney & Barnes Investment Advisors LLC 2.03% Point Windward Advisors Inc. 3Y 7Y 1.71% Altrafin AG 1.56%

FAQ About ROWLANDMILLER & PARTNERS.ADV and UNH

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

How long has ROWLANDMILLER & PARTNERS.ADV reported owning UNH?

ROWLANDMILLER & PARTNERS.ADV reported UNH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UNH position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for UNH was 0.32% in 2025 Q4.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 5,677 shares, equal to 0.31% of portfolio, with an estimated market value of $2K.

What does the chart on this UNH ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.ADV'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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