UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1426754
As of 2025-03-31, Wallington Asset Management, LLC reported 27.99K UNH (shares), valued at $14.66M, or 2.11% of its reported non-derivative portfolio. Filed 2025-05-09.
Verify history & sources →Shares decreased 1.98%; reported value increased 1.49%, and weight changed +0.02 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 | 2.11% | 27,986 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 2.09% | 28,551 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 2.94% | 36,033 | SEC filing ↗Filed Oct 22, 2024 |
| Q2 2024 | 2.68% | 34,450 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 2.74% | 35,388 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 3.15% | 35,471 | SEC filing ↗Filed Jan 25, 2024 |
| Q3 2023 | 3.19% | 34,769 | SEC filing ↗Filed Oct 30, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.19% | 34,769 | $17.53M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 3.15% | 35,471 | $18.67M | Shares increased 2.02%; reported value increased 6.53%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 25, 2024 |
| Q1 2024 | 2.74% | 35,388 | $17.51M | Shares decreased 0.23%; reported value decreased 6.25%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 2.68% | 34,450 | $17.54M | Shares decreased 2.65%; reported value increased 0.22%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 2.94% | 36,033 | $21.07M | Shares increased 4.60%; reported value increased 20.09%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2024 |
| Q4 2024 | 2.09% | 28,551 | $14.44M | Shares decreased 20.76%; reported value decreased 31.45%, and weight changed -0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 2.11% | 27,986 | $14.66M | Shares decreased 1.98%; reported value increased 1.49%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 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. | — |
Take these holdings further.
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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.