SEC 13F Intelligence

Night Owl Capital Management, LLC / UNH

Night Owl Capital Management, LLC’s Unitedhealth Group Inc Position

Does Night Owl Capital Management, LLC own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 84.0K shares worth $44M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$44M
Q1 2025
Shares
84.0K
% of Portfolio
+5.50%
Quarters Held
8
position exited

Position History UNH

Reported value by quarter
Q2 ’23: $23MQ2 ’23Q3 ’23: $24MQ3 ’23Q4 ’23: $27MQ4 ’23Q1 ’24: $28MQ1 ’24Q2 ’24: $29MQ2 ’24Q3 ’24: $34MQ3 ’24Q4 ’24: $31MQ4 ’24Q1 ’25: $44MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202584.0K$44M+5.50%
Q4 202460.3K$31M+3.94%
Q3 202457.8K$34M+4.62%
Q2 202456.0K$29M+4.27%
Q1 202456.6K$28M+4.25%
Q4 202350.4K$27M+5.31%
Q3 202348.0K$24M+6.00%
Q2 202347.6K$23M+5.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Night Owl Capital Management, LLC’s full portfolio or all institutional holders of UNH.