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AVIVA PLC UNH holdings history

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UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1140022

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, AVIVA PLC reported 835.66K UNH (shares), valued at $347.33M, or 0.51% of its reported non-derivative portfolio. Filed 2026-08-13.

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Portfolio weight and quantity history
Reported portfolio weight
0.51%
Shares
835.66K
835,665
Reported value
$347.33M
USD

Shares increased 6.93%; reported value increased 64.25%, and weight changed +0.16 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.

QuarterWeightQuantitySource
Q2 20260.51%835,665SEC filing ↗Filed Aug 13, 2026
Q1 20260.35%781,494SEC filing ↗Filed May 14, 2026
Q4 20250.42%759,624SEC filing ↗Filed Feb 12, 2026
Q3 20250.45%720,251SEC filing ↗Filed Nov 13, 2025
Q2 20250.44%684,926SEC filing ↗Filed Aug 7, 2025
Q1 20251.24%978,872SEC filing ↗Filed May 15, 2025
Q4 20241.17%892,380SEC filing ↗Filed Feb 13, 2025
Q3 20241.57%1,036,837SEC filing ↗Filed Nov 14, 2024
Q2 20241.43%1,015,089SEC filing ↗Filed Aug 2, 2024
Q1 20241.59%976,222SEC filing ↗Filed May 14, 2024
Q4 20231.91%1,010,894SEC filing ↗Filed Feb 9, 2024
Q3 20232.03%958,737SEC filing ↗Filed Nov 13, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20232.03%958,737$483.39MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Nov 13, 2023
Q4 20231.91%1,010,894$532.21MShares increased 5.44%; reported value increased 10.10%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 9, 2024
Q1 20241.59%976,222$482.94MShares decreased 3.43%; reported value decreased 9.26%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 14, 2024
Q2 20241.43%1,015,089$516.94MShares increased 3.98%; reported value increased 7.04%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 2, 2024
Q3 20241.57%1,036,837$606.22MShares increased 2.14%; reported value increased 17.27%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 14, 2024
Q4 20241.17%892,380$451.42MShares decreased 13.93%; reported value decreased 25.54%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 13, 2025
Q1 20251.24%978,872$512.68MShares increased 9.69%; reported value increased 13.57%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2025
Q2 20250.44%684,926$213.68MShares decreased 30.03%; reported value decreased 58.32%, and weight changed -0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 7, 2025
Q3 20250.45%720,251$248.70MShares increased 5.16%; reported value increased 16.39%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 13, 2025
Q4 20250.42%759,624$250.76MShares increased 5.47%; reported value increased 0.83%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 12, 2026
Q1 20260.35%781,494$211.46MShares increased 2.88%; reported value decreased 15.67%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 14, 2026
Q2 20260.51%835,665$347.33MShares increased 6.93%; reported value increased 64.25%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 13, 2026
AVIVA PLC · UNITEDHEALTH GROUP INC

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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.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.