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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
2024-09-30 $215k 368 584.21

More positions owned by Morton Capital Management

Vaneck Merk Gold Etf Gold Shs (OUNZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Dimensional Etf Trust World Ex Us Core (DFAX)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Trust For Professional Man Crossingbrdg Pre (SPC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vaneck Etf Trust Natural Resourc (HAP)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Morton Capital Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth