Ownership history in TOBAM · 25 quarters on record
This page tracks every 13F SEC filing in which TOBAM 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 21,870 | +6,765 | +44.8% | 1.77% | $7K | $327.56 |
| 2025 Q3 | REDUCED | 15,105 | -1,801 | -10.7% | 1.89% | $5K | $340.35 |
| 2025 Q2 | ADDED | 16,906 | +14,211 | +527.3% | 2.06% | $5K | $305.57 |
| 2025 Q1 | ADDED | 2,695 | +358 | +15.3% | 0.60% | $1K | $509.39 |
| 2024 Q4 | ADDED | 2,337 | +17 | +0.7% | 0.36% | $1K | $489.89 |
| 2024 Q3 | ADDED | 2,320 | +429 | +22.7% | 0.25% | $1K | $564.06 |
| 2024 Q2 | REDUCED | 1,891 | -2,185 | -53.6% | 0.15% | $963 | $489.57 |
| 2024 Q1 | ADDED | 4,076 | +73 | +1.8% | 0.18% | $2K | $473.56 |
| 2023 Q4 | REDUCED | 4,003 | -864 | -17.8% | 0.18% | $2K | $501.99 |
| 2023 Q3 | REDUCED | 4,867 | -283 | -5.5% | 0.20% | $2K | $479.11 |
As of 2025 Q4 — sorted by position size