Morton Capital Management LLC/CA's ownership history for UNH

Morton Capital Management LLC/CA currently holds 654 shares with a market value of $215.8K. It started holding UNH on 2024-09-30. At its peak, it held 679 shares on 2025-09-30. Its highest holding value was $234.4K on 2025-09-30. At its lowest, it held 368 shares on 2024-09-30, with a value of $204.3K on 2025-03-31. In the recent 180 days, Morton Capital Management LLC/CA has decreased its shares by 6. In the recent year, Morton Capital Management LLC/CA has increased its shares by 286.