Morton Capital Management’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$206K	Buy	660 +270	+69%	+$84.2K	0.04%	118
2025 Q1	$204K	Buy	+390	New	+$204K	0.04%	106
2024 Q4	–	Sell	-368	Closed	-$215K	–	115
2024 Q3	$215K	Buy	+368	New	+$215K	0.04%	103