UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1538449
As of 2026-06-30, Mawer Investment Management Ltd. reported 129.95K UNH (shares), valued at $54.01M, or 0.37% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares decreased 11.32%; reported value increased 36.21%, and weight changed +0.11 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 | 0.37% | 129,954 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 0.26% | 146,546 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 0.27% | 145,241 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 0.27% | 152,305 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 1.68% | 1,059,369 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 5.25% | 2,073,932 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 4.89% | 2,130,294 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 5.81% | 2,179,775 | SEC filing ↗Filed Nov 7, 2024 |
| Q2 2024 | 5.31% | 2,200,696 | SEC filing ↗Filed Aug 7, 2024Combination report |
| Q1 2024 | 4.99% | 2,174,801 | SEC filing ↗Filed May 6, 2024Combination report |
| Q4 2023 | 5.51% | 2,043,876 | SEC filing ↗Filed Feb 7, 2024Combination report |
| Q3 2023 | 5.42% | 2,011,150 | SEC filing ↗Filed Nov 6, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.42% | 2,011,150 | $1.01B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 6, 2023 |
| Q4 2023 | 5.51% | 2,043,876 | $1.08B | Shares increased 1.63%; reported value increased 6.12%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2024 |
| Q1 2024 | 4.99% | 2,174,801 | $1.08B | Shares increased 6.41%; reported value decreased 0.02%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 5.31% | 2,200,696 | $1.12B | Shares increased 1.19%; reported value increased 4.17%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2024 |
| Q3 2024 | 5.81% | 2,179,775 | $1.27B | Shares decreased 0.95%; reported value increased 13.72%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2024 |
| Q4 2024 | 4.89% | 2,130,294 | $1.08B | Shares decreased 2.27%; reported value decreased 15.44%, and weight changed -0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 5.25% | 2,073,932 | $1.09B | Shares decreased 2.65%; reported value increased 0.80%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 1.68% | 1,059,369 | $330.49M | Shares decreased 48.92%; reported value decreased 69.57%, and weight changed -3.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 0.27% | 152,305 | $52.59M | Shares decreased 85.62%; reported value decreased 84.09%, and weight changed -1.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 0.27% | 145,241 | $47.95M | Shares decreased 4.64%; reported value decreased 8.83%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 0.26% | 146,546 | $39.65M | Shares increased 0.90%; reported value decreased 17.29%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 0.37% | 129,954 | $54.01M | Shares decreased 11.32%; reported value increased 36.21%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 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.