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UnitedHealth shares owned by Morton Capital Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Morton Capital Management from 13F filings

Historical chart of Morton Capital Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Morton Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Morton Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 679 345.19
2025-06-30 $206k 660 311.79
2025-03-31 $204k 390 523.88
2024-09-30 $215k 368 584.21

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Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vaneck Etf Trust Natural Resourc (HAP)
Microsoft Corporation (MSFT)
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Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vaneck Etf Trust Gold Miners Etf (GDX)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)

View all positions for Morton Capital Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth