UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1269786
As of 2025-03-31, Overbrook Management Corp reported 25.70K UNH (shares), valued at $13.46M, or 3.16% of its reported non-derivative portfolio. Filed 2025-04-24.
Verify history & sources →Shares decreased 6.94%; reported value decreased 3.65%, and weight changed +0.15 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 | Not reported | Not reported | — |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | 3.16% | 25,697 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 3.01% | 27,613 | SEC filing ↗Filed Jan 16, 2025 |
| Q3 2024 | 3.87% | 28,832 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 3.83% | 29,783 | SEC filing ↗Filed Jul 25, 2024 |
| Q1 2024 | 4.27% | 32,132 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 4.83% | 45,377 | SEC filing ↗Filed Feb 2, 2024 |
| Q3 2023 | 5.39% | 45,908 | SEC filing ↗Filed Nov 13, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.39% | 45,908 | $23.15M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 4.83% | 45,377 | $23.89M | Shares decreased 1.16%; reported value increased 3.21%, and weight changed -0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2024 |
| Q1 2024 | 4.27% | 32,132 | $15.90M | Shares decreased 29.19%; reported value decreased 33.46%, and weight changed -0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 3.83% | 29,783 | $15.17M | Shares decreased 7.31%; reported value decreased 4.58%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q3 2024 | 3.87% | 28,832 | $16.86M | Shares decreased 3.19%; reported value increased 11.14%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 3.01% | 27,613 | $13.97M | Shares decreased 4.23%; reported value decreased 17.14%, and weight changed -0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2025 |
| Q1 2025 | 3.16% | 25,697 | $13.46M | Shares decreased 6.94%; reported value decreased 3.65%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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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.