UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1078013
As of 2026-06-30, GREAT LAKES ADVISORS, LLC reported 180.04K UNH (shares), valued at $74.83M, or 0.57% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares decreased 14.04%; reported value increased 32.04%, and weight changed +0.10 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 | 0.57% | 180,036 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 0.47% | 209,434 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 0.56% | 208,483 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 0.62% | 214,769 | SEC filing ↗Filed Nov 3, 2025 |
| Q2 2025 | 0.91% | 347,635 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 1.64% | 353,050 | SEC filing ↗Filed May 16, 2025 |
| Q4 2024 | 1.53% | 353,008 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 1.73% | 354,210 | SEC filing ↗Filed Nov 4, 2024 |
| Q2 2024 | 1.49% | 330,128 | SEC filing ↗Filed Aug 6, 2024 |
| Q1 2024 | 1.26% | 299,190 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 1.54% | 307,183 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 1.66% | 361,220 | SEC filing ↗Filed Nov 7, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.66% | 361,220 | $182.12M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 7, 2023 |
| Q4 2023 | 1.54% | 307,183 | $161.72M | Shares decreased 14.96%; reported value decreased 11.20%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 1.26% | 299,190 | $148.01M | Shares decreased 2.60%; reported value decreased 8.48%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 1.49% | 330,128 | $168.12M | Shares increased 10.34%; reported value increased 13.59%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2024 |
| Q3 2024 | 1.73% | 354,210 | $207.10M | Shares increased 7.29%; reported value increased 23.19%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2024 |
| Q4 2024 | 1.53% | 353,008 | $178.57M | Shares decreased 0.34%; reported value decreased 13.77%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 1.64% | 353,050 | $183.05M | Shares increased 0.01%; reported value increased 2.51%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 16, 2025 |
| Q2 2025 | 0.91% | 347,635 | $108.45M | Shares decreased 1.53%; reported value decreased 40.75%, and weight changed -0.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 0.62% | 214,769 | $74.16M | Shares decreased 38.22%; reported value decreased 31.62%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 0.56% | 208,483 | $68.82M | Shares decreased 2.93%; reported value decreased 7.20%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 0.47% | 209,434 | $56.67M | Shares increased 0.46%; reported value decreased 17.66%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 0.57% | 180,036 | $74.83M | Shares decreased 14.04%; reported value increased 32.04%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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Sources, coverage & how to read this data
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.