UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1365167
As of 2026-06-30, DIVIDEND ASSETS CAPITAL, LLC reported 36.07K UNH (shares), valued at $14.99M, or 2.90% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares increased 6.45%; reported value increased 63.50%, and weight changed +1.07 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 | 2.90% | 36,067 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 1.83% | 33,883 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 2.06% | 32,725 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 2.04% | 33,740 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 1.67% | 29,563 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 2.41% | 24,338 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 2.20% | 22,463 | SEC filing ↗Filed Feb 3, 2025 |
| Q3 2024 | 2.44% | 21,783 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 2.25% | 21,661 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 2.27% | 21,797 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 2.36% | 22,769 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 2.26% | 21,610 | SEC filing ↗Filed Oct 26, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.26% | 21,610 | $10.89M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 26, 2023 |
| Q4 2023 | 2.36% | 22,769 | $11.99M | Shares increased 5.36%; reported value increased 10.02%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 2.27% | 21,797 | $10.78M | Shares decreased 4.27%; reported value decreased 10.04%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 2.25% | 21,661 | $11.03M | Shares decreased 0.62%; reported value increased 2.30%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 2.44% | 21,783 | $12.74M | Shares increased 0.56%; reported value increased 15.46%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 2.20% | 22,463 | $11.36M | Shares increased 3.12%; reported value decreased 10.78%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 2.41% | 24,338 | $12.75M | Shares increased 8.35%; reported value increased 12.18%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 1.67% | 29,563 | $9.22M | Shares increased 21.47%; reported value decreased 27.65%, and weight changed -0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 2.04% | 33,740 | $11.65M | Shares increased 14.13%; reported value increased 26.33%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 2.06% | 32,725 | $10.80M | Shares decreased 3.01%; reported value decreased 7.28%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 1.83% | 33,883 | $9.17M | Shares increased 3.54%; reported value decreased 15.13%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 2.90% | 36,067 | $14.99M | Shares increased 6.45%; reported value increased 63.50%, and weight changed +1.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 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.