UnitedHealth shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $57M | 166k | 345.30 |
| 2025-06-30 | $61M | 195k | 311.97 |
| 2025-03-31 | $199M | 380k | 523.75 |
| 2024-12-31 | $170M | 337k | 505.86 |
| 2024-09-30 | $97M | 182k | 535.28 |
| 2024-06-30 | $80M | 157k | 509.38 |
| 2024-03-31 | $18M | 36k | 494.71 |
| 2023-12-31 | $8.4M | 16k | 526.46 |
| 2023-09-30 | $8.6M | 17k | 504.18 |
| 2023-06-30 | $8.1M | 17k | 480.65 |
| 2023-03-31 | $7.6M | 16k | 472.59 |
| 2022-12-31 | $8.7M | 16k | 530.15 |
| 2022-09-30 | $6.4M | 13k | 505.02 |
| 2022-06-30 | $6.6M | 13k | 513.64 |
| 2022-03-31 | $7.1M | 14k | 510.00 |
| 2021-12-31 | $4.2M | 12k | 350.66 |
| 2021-09-30 | $6.2M | 16k | 390.72 |
| 2021-06-30 | $6.2M | 15k | 400.45 |
| 2021-03-31 | $5.1M | 14k | 372.05 |
| 2020-12-31 | $4.2M | 12k | 350.68 |
| 2020-09-30 | $3.7M | 12k | 311.81 |
| 2020-06-30 | $2.3M | 7.9k | 294.94 |
| 2020-03-31 | $2.5M | 10k | 249.39 |
| 2019-12-31 | $2.8M | 9.6k | 293.95 |
| 2019-09-30 | $2.2M | 10k | 217.29 |
| 2019-06-30 | $2.4M | 9.7k | 243.99 |
| 2019-03-31 | $2.0M | 8.2k | 247.13 |
More positions owned by Kovitz Investment Group Partners
View all positions for Kovitz Investment Group Partners