UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1018331
As of 2026-06-30, NATIXIS ADVISORS, LLC reported 972.74K UNH (shares), valued at $404.30M, or 0.45% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 57.35%; reported value increased 141.69%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.45% | 972,743 | SEC filing ↗Filed Aug 14, 2026Combination report |
| Q1 2026 | 0.23% | 618,220 | SEC filing ↗Filed May 13, 2026Combination report |
| Q4 2025 | 0.32% | 673,771 | SEC filing ↗Filed Feb 10, 2026Combination report |
| Q3 2025 | 0.37% | 734,798 | SEC filing ↗Filed Nov 13, 2025Combination report |
| Q2 2025 | 0.21% | 432,685 | SEC filing ↗Filed Aug 13, 2025Combination report |
| Q1 2025 | 0.66% | 684,407 | SEC filing ↗Filed May 8, 2025Combination report |
| Q4 2024 | 0.70% | 745,428 | SEC filing ↗Filed Feb 10, 2025Combination report |
| Q3 2024 | 0.85% | 742,935 | SEC filing ↗Filed Nov 6, 2024Combination report |
| Q2 2024 | 0.74% | 669,420 | SEC filing ↗Filed Aug 1, 2024Combination report |
| Q1 2024 | 0.61% | 539,952 | SEC filing ↗Filed Apr 25, 2024Combination report |
| Q4 2023 | 0.92% | 664,310 | SEC filing ↗Filed Feb 6, 2024Combination report |
| Q3 2023 | 0.95% | 614,289 | SEC filing ↗Filed Nov 13, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.95% | 614,289 | $309.72M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 0.92% | 664,310 | $349.74M | Shares increased 8.14%; reported value increased 12.92%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 0.61% | 539,952 | $267.11M | Shares decreased 18.72%; reported value decreased 23.62%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 0.74% | 669,420 | $340.91M | Shares increased 23.98%; reported value increased 27.63%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2024 |
| Q3 2024 | 0.85% | 742,935 | $434.38M | Shares increased 10.98%; reported value increased 27.42%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 0.70% | 745,428 | $377.08M | Shares increased 0.34%; reported value decreased 13.19%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 0.66% | 684,407 | $358.46M | Shares decreased 8.19%; reported value decreased 4.94%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 0.21% | 432,685 | $134.99M | Shares decreased 36.78%; reported value decreased 62.34%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 0.37% | 734,798 | $253.73M | Shares increased 69.82%; reported value increased 87.97%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 0.32% | 673,771 | $222.42M | Shares decreased 8.31%; reported value decreased 12.34%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 0.23% | 618,220 | $167.28M | Shares decreased 8.24%; reported value decreased 24.79%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 0.45% | 972,743 | $404.30M | Shares increased 57.35%; reported value increased 141.69%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.