SEC 13F Intelligence

Addenda Capital Inc. / UNH

Addenda Capital Inc.’s Unitedhealth Group Inc Position

Does Addenda Capital Inc. own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 26.8K shares worth $14M in Q1 2025; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$14M
Q1 2025
Shares
26.8K
% of Portfolio
+0.52%
Quarters Held
26
position exited

Position History UNH

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $6MQ3 ’19: $6MQ4 ’19: $9MQ4 ’19Q1 ’20: $9MQ2 ’20: $10MQ3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $11MQ2 ’21: $13MQ3 ’21: $13MQ4 ’21: $16MQ4 ’21Q1 ’22: $16MQ2 ’22: $16MQ3 ’22: $14MQ4 ’22: $14MQ4 ’22Q1 ’23: $12MQ2 ’23: $11MQ3 ’23: $12MQ4 ’23: $14MQ4 ’23Q1 ’24: $12MQ2 ’24: $13MQ3 ’24: $15MQ4 ’24: $14MQ4 ’24Q1 ’25: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202526.8K$14M+0.52%
Q4 202427.0K$14M+0.48%
Q3 202425.6K$15M+0.53%
Q2 202425.6K$13M+0.51%
Q1 202424.9K$12M+0.47%
Q4 202326.2K$14M+0.54%
Q3 202324.2K$12M+0.53%
Q2 202322.9K$11M+0.46%
Q1 202325.3K$12M+0.49%
Q4 202225.6K$14M+0.59%
Q3 202227.8K$14M+0.64%
Q2 202230.3K$16M+0.75%
Q1 202232.1K$16M+0.67%
Q4 202131.8K$16M+0.68%
Q3 202132.2K$13M+0.59%
Q2 202132.5K$13M+0.61%
Q1 202130.7K$11M+0.55%
Q4 202030.7K$11M+0.68%
Q3 202033.3K$10M+0.76%
Q2 202032.6K$10M+0.67%
Q1 202034.1K$9M+0.72%
Q4 201928.9K$9M+0.56%
Q3 201926.9K$6M+0.41%
Q2 201926.5K$6M+0.47%
Q1 201927.5K$7M+0.49%
Q4 201826.1K$6M+0.56%

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