S&CO INC UNH — UNITEDHEALTH GROUP INC COM

Ownership history in S&CO INC  ·  17 quarters on record

AI Ownership Summary

S&CO INC reported UNITEDHEALTH GROUP INC COM (UNH) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.27% in 2025 Q1. The latest visible filing shows UNH at 0.83% 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 S&CO INC'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
2025 Q4

UNH was reported at 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.27% in 2025 Q1

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 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.

UNH stock page S&CO INC fund profile S&CO INC full holdings
How S&CO INC held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 40,687 -839 -2.0% 0.83% $13.4M 2026-02-14 (Est.) $290.93
2025 Q3 REDUCED 9.3% -4.1% ✅ 41,526 -4,242 -9.3% 0.88% $14.3M 2025-11-06 $316.95
2025 Q2 ADDED — — — 45,768 +9,597 +26.5% 0.92% $14.3M 2025-08-07 $239.65
2025 Q1 ADDED — — — 36,171 +7,811 +27.5% 1.27% $18.9M 2025-05-08 $374.98
2024 Q4 ADDED — — — 28,360 +323 +1.2% 0.97% $14.3M 2025-02-07 $510.39
2024 Q3 REDUCED — — — 28,037 -1,195 -4.1% 1.07% $16.4M 2024-11-07 $584.10
2024 Q2 ADDED — — — 29,232 +1,263 +4.5% 1.04% $14.9M 2024-08-08 $544.34
2024 Q1 ADDED — — — 27,969 +19,054 +213.7% 0.97% $13.8M 2024-05-09 $485.36
2023 Q4 ADDED — — — 8,915 +4,511 +102.4% 0.36% $4.7M 2024-02-12 $493.57
8 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

BAYBAN 9.43% Seilern Investment Management Ltd 9.07% GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 7.26% GARRISON BRADFORD & ASSOCIATES INC 3Y 7Y 6.8% Vantage Investment Partners, LLC 3Y 7Y 5.62% MFF Capital Investments Ltd 5.56% Bretton Capital Management, LLC 5.37% Sullivan Wood Capital Management LLC 4.61% Generali Powszechne Towarzystwo Emerytalne 4.32% Focused Investors LLC 3Y 7Y 4.31%

FAQ About S&CO INC and UNH

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

How long has S&CO INC reported owning UNH?

S&CO INC reported UNH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UNH position in S&CO INC's portfolio?

The largest reported portfolio weight for UNH was 1.27% in 2025 Q1.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2025 Q4, when S&CO INC reported 40,687 shares, equal to 0.83% of portfolio, with an estimated market value of $13.4M.

What does the chart on this UNH ownership page compare?

The chart compares S&CO INC'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.

How well did S&CO INC time their UNH position?

Based on 13F filing dates vs. subsequent UNH price moves, S&CO INC correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on UNH relative to SPY over the holding period was -20.5%.

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