UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1744347
As of 2026-06-30, Vident Advisory, LLC reported 154.99K UNH (shares), valued at $64.42M, or 0.48% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares increased 0.52%; reported value increased 54.40%, 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 | 0.48% | 154,986 | SEC filing ↗Filed Aug 12, 2026Combination report |
| Q1 2026 | 0.36% | 154,186 | SEC filing ↗Filed May 15, 2026Combination report |
| Q4 2025 | 0.44% | 141,437 | SEC filing ↗Filed Feb 18, 2026Combination report |
| Q3 2025 | 0.45% | 133,318 | SEC filing ↗Filed Nov 14, 2025Combination report |
| Q2 2025 | 0.44% | 126,845 | SEC filing ↗Filed Aug 14, 2025Combination report |
| Q1 2025 | 0.68% | 88,866 | SEC filing ↗Filed May 15, 2025Combination report |
| Q4 2024 | 0.72% | 81,032 | SEC filing ↗Filed Feb 14, 2025Combination report |
| Q3 2024 | 0.18% | 12,496 | SEC filing ↗Filed Nov 14, 2024Combination report |
| Q2 2024 | 0.50% | 35,490 | SEC filing ↗Filed Aug 14, 2024Combination report |
| Q1 2024 | 1.47% | 142,410 | SEC filing ↗Filed May 14, 2024Combination report |
| Q4 2023 | 1.44% | 108,829 | SEC filing ↗Filed Feb 14, 2024Combination report |
| Q3 2023 | 1.59% | 101,588 | SEC filing ↗Filed Feb 21, 2024AmendedCombination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.59% | 101,588 | $51.22M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 21, 2024 |
| Q4 2023 | 1.44% | 108,829 | $57.30M | Shares increased 7.13%; reported value increased 11.86%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 1.47% | 142,410 | $70.45M | Shares increased 30.86%; reported value increased 22.96%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 0.50% | 35,490 | $18.07M | Shares decreased 75.08%; reported value decreased 74.35%, and weight changed -0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 0.18% | 12,496 | $7.31M | Shares decreased 64.79%; reported value decreased 59.57%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 0.72% | 81,032 | $40.99M | Shares increased 548.46%; reported value increased 461.00%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 0.68% | 88,866 | $46.54M | Shares increased 9.67%; reported value increased 13.55%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 0.44% | 126,845 | $39.57M | Shares increased 42.74%; reported value decreased 14.98%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 0.45% | 133,318 | $46.03M | Shares increased 5.10%; reported value increased 16.33%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 0.44% | 141,437 | $46.69M | Shares increased 6.09%; reported value increased 1.42%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 18, 2026 |
| Q1 2026 | 0.36% | 154,186 | $41.72M | Shares increased 9.01%; reported value decreased 10.64%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 0.48% | 154,986 | $64.42M | Shares increased 0.52%; reported value increased 54.40%, and weight changed +0.12 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.