UNH UNITEDHEALTH GROUP INC

Ownership history in VIAWEALTH, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which VIAWEALTH, LLC 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
3.66% (2022 Q4)
Avg. % of fund
2.58%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,079 -258 -3.5% 1.31% $2.3M $327.56
2025 Q3 REDUCED 7,337 -80 -1.1% 1.38% $2.5M $340.35
2025 Q2 REDUCED 7,417 -582 -7.3% 1.37% $2.3M $305.57
2025 Q1 ADDED 7,999 +757 +10.5% 2.59% $4.2M $509.39
9 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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