UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1318757
As of 2026-06-30, MARSHALL WACE, LLP reported 1.83M UNH (shares), valued at $761.87M, or 0.64% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 29.97%; reported value increased 99.64%, and weight changed +0.23 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 | 0.64% | 1,833,046 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 0.41% | 1,410,334 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 0.54% | 1,704,138 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 0.08% | 219,321 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 0.43% | 1,153,809 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 0.65% | 931,166 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 1.24% | 1,954,233 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 0.23% | 308,703 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 0.26% | 360,859 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 0.08% | 96,058 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 0.25% | 248,158 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 0.28% | 262,287 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.28% | 262,287 | $132.24M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 0.25% | 248,158 | $130.65M | Shares decreased 5.39%; reported value decreased 1.21%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 0.08% | 96,058 | $47.52M | Shares decreased 61.29%; reported value decreased 63.63%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 0.26% | 360,859 | $183.77M | Shares increased 275.67%; reported value increased 286.72%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 0.23% | 308,703 | $180.49M | Shares decreased 14.45%; reported value decreased 1.78%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.24% | 1,954,233 | $988.57M | Shares increased 533.05%; reported value increased 447.71%, and weight changed +1.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 0.65% | 931,166 | $487.70M | Shares decreased 52.35%; reported value decreased 50.67%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 0.43% | 1,153,809 | $359.95M | Shares increased 23.91%; reported value decreased 26.19%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 0.08% | 219,321 | $75.73M | Shares decreased 80.99%; reported value decreased 78.96%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 0.54% | 1,704,138 | $562.55M | Shares increased 677.01%; reported value increased 642.83%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 0.41% | 1,410,334 | $381.62M | Shares decreased 17.24%; reported value decreased 32.16%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 0.64% | 1,833,046 | $761.87M | Shares increased 29.97%; reported value increased 99.64%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 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.