SEC 13F Intelligence

New Century Financial Group, LLC / UNH

New Century Financial Group, LLC’s Unitedhealth Group Inc Position

Does New Century Financial Group, LLC own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 4.4K shares worth $1M in Q2 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$1M
Q2 2025
Shares
4.4K
% of Portfolio
+1.61%
Quarters Held
7
position exited

Position History UNH

Reported value by quarter
Q4 ’23: $678,093Q4 ’23Q1 ’24: $521,909Q1 ’24Q2 ’24: $613,758Q2 ’24Q3 ’24: $1MQ3 ’24Q4 ’24: $684,975Q4 ’24Q1 ’25: $636,491Q1 ’25Q2 ’25: $1MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20254.4K$1M+1.61%
Q1 20251.2K$636,491+0.74%
Q4 20241.3K$684,975+0.29%
Q3 20241.9K$1M+0.40%
Q2 20241.2K$613,758+0.26%
Q1 20241.1K$521,909+0.36%
Q4 20231.3K$678,093+0.59%

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