UNH UNITEDHEALTH GROUP INC COM

Ownership history in SHELL ASSET MANAGEMENT CO  ·  92 quarters on record

This page tracks every 13F SEC filing in which SHELL ASSET MANAGEMENT CO reported a position in UNITEDHEALTH GROUP INC COM (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
2.08% (2023 Q3)
Avg. % of fund
0.61%
First filed
2002 Q4
Last filed
2025 Q3
Quarters held
92
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 14,761 -52,151 -77.9% 0.51% $5.1M $340.35
2025 Q2 ADDED 66,912 +11,036 +19.8% 0.72% $20.9M $305.57
2025 Q1 REDUCED 55,876 -12,276 -18.0% 1.39% $29.3M $509.39
2024 Q4 REDUCED 68,152 -375 -0.5% 1.51% $34.5M $489.89
2024 Q3 ADDED 68,527 +4,618 +7.2% 1.76% $40.1M $564.06
2024 Q2 REDUCED 63,909 -4,472 -6.5% 1.48% $32.5M $489.57
2024 Q1 REDUCED 68,381 -11,769 -14.7% 1.50% $33.8M $473.56
2023 Q4 REDUCED 80,150 -19,918 -19.9% 1.95% $42.2M $501.99
2023 Q3 ADDED 100,068 +4,826 +5.1% 2.08% $50.5M $479.11
2023 Q2 ADDED 95,242 +44,416 +87.4% 1.81% $45.8M $454.96
82 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UNH price (monthly, adj. close)
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