UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1381843
As of Mar 31, 2026, HealthInvest Partners AB reported 14.64K UNH (shares), valued at $2.77M, or 0.90% of its reported non-derivative portfolio. Filed May 11, 2026.
Verify history & sources →Shares unchanged; reported value decreased 13.12%, and weight changed -0.12 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 | 0.90% | 14,636 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 1.02% | 14,636 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 1.10% | 13,727 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 1.06% | 13,727 | SEC filing ↗Filed Jul 14, 2025 |
| Q1 2025 | 5.96% | 25,782 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 8.48% | 35,202 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 9.75% | 35,490 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 9.84% | 31,680 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 6.94% | 23,041 | SEC filing ↗Filed Apr 25, 2024 |
| Q4 2023 | 7.59% | 18,408 | SEC filing ↗Filed Jan 30, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 7.59% | 18,408 | $9.69M | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 6.94% | 23,041 | $11.40M | Shares increased 25.17%; reported value increased 17.62%, and weight changed -0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 9.84% | 31,680 | $16.13M | Shares increased 37.49%; reported value increased 41.54%, and weight changed +2.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 9.75% | 35,490 | $20.75M | Shares increased 12.03%; reported value increased 28.62%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 8.48% | 35,202 | $17.88M | Shares decreased 0.81%; reported value decreased 13.85%, and weight changed -1.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 5.96% | 25,782 | $13.50M | Shares decreased 26.76%; reported value decreased 24.46%, and weight changed -2.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 1.06% | 13,727 | $2.49M | Shares decreased 46.76%; reported value decreased 81.58%, and weight changed -4.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2025 |
| Q3 2025 | 1.10% | 13,727 | $297.93K | Shares unchanged; reported value decreased 88.02%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 1.02% | 14,636 | $3.19M | Shares increased 6.62%; reported value increased 971.03%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 0.90% | 14,636 | $2.77M | Shares unchanged; reported value decreased 13.12%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| 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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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.