UNH UNITEDHEALTH GROUP, INC.

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

AI Ownership Summary

WINMILL & CO. INC reported UNITEDHEALTH GROUP, INC. (UNH) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.24% in 2024 Q3. The latest visible filing shows UNH at 1.45% 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 WINMILL & CO. INC's position in UNITEDHEALTH GROUP, INC., 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 1.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.24% in 2024 Q3

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.

How WINMILL & CO. INC held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 16,475 0% 1.45% $5.4M 2026-02-14 (Est.) $290.93
2025 Q3 UNCHANGED 16,475 0% 1.38% $5.7M 2025-11-13 $327.75
2025 Q2 UNCHANGED 16,475 0% 1.43% $5.1M 2025-08-01 $232.89
2025 Q1 UNCHANGED 16,475 0% 2.62% $8.6M 2025-05-14 $299.56
2024 Q4 UNCHANGED 16,475 0% 2.70% $8.3M 2025-02-13 $514.41
2024 Q3 UNCHANGED 16,475 0% 3.24% $9.6M 2024-11-13 $584.50
2024 Q2 UNCHANGED 16,475 0% 2.86% $8.4M 2024-08-13 $552.03
2024 Q1 UNCHANGED 16,475 0% 2.32% $8.2M 2024-05-14 $491.92
2023 Q4 UNCHANGED 16,475 0% 2.78% $8.7M 2024-02-13 $492.82
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WINMILL & 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 WINMILL & CO. INC reported owning UNH?

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

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

The largest reported portfolio weight for UNH was 3.24% in 2024 Q3.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2025 Q4, when WINMILL & CO. INC reported 16,475 shares, equal to 1.45% of portfolio, with an estimated market value of $5.4M.

What does the chart on this UNH ownership page compare?

The chart compares WINMILL & 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.

← Back to WINMILL & CO. INC Holdings