UNH UNITEDHEALTH GROUP, INC.

Ownership history in WINMILL & CO. INC  ·  24 quarters on record

This page tracks every 13F SEC filing in which WINMILL & CO. INC 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
3.29% (2022 Q3)
Avg. % of fund
2.47%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 16,475 0% 1.45% $5.4M $327.56
2025 Q3 UNCHANGED 16,475 0% 1.38% $5.7M $340.35
2025 Q2 UNCHANGED 16,475 0% 1.43% $5.1M $305.57
2025 Q1 UNCHANGED 16,475 0% 2.62% $8.6M $509.39
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UNH price (monthly, adj. close)
← Back to WINMILL & CO. INC Holdings