UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1767306
As of 2026-06-30, Vanguard Personalized Indexing Management, LLC reported 134.70K UNH (shares), valued at $55.99M, or 0.46% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 28.69%; reported value increased 97.67%, and weight changed +0.18 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 | 0.46% | 134,704 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 0.28% | 104,674 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 0.37% | 116,205 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 0.39% | 108,919 | SEC filing ↗Filed Oct 31, 2025 |
| Q2 2025 | 0.35% | 100,498 | SEC filing ↗Filed Jul 25, 2025 |
| Q1 2025 | 0.76% | 98,853 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 0.75% | 98,610 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 0.96% | 101,526 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 0.81% | 83,839 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 0.85% | 80,250 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 1.02% | 75,602 | SEC filing ↗Filed Feb 8, 2024Amended |
| Q3 2023 | 1.06% | 70,065 | SEC filing ↗Filed Nov 8, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.06% | 70,065 | $35.33M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 1.02% | 75,602 | $39.80M | Shares increased 7.90%; reported value increased 12.67%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 0.85% | 80,250 | $39.70M | Shares increased 6.15%; reported value decreased 0.26%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 0.81% | 83,839 | $42.55M | Shares increased 4.47%; reported value increased 7.19%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 0.96% | 101,526 | $59.36M | Shares increased 21.10%; reported value increased 39.50%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 0.75% | 98,610 | $49.88M | Shares decreased 2.87%; reported value decreased 15.97%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 0.76% | 98,853 | $51.77M | Shares increased 0.25%; reported value increased 3.79%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 0.35% | 100,498 | $31.38M | Shares increased 1.66%; reported value decreased 39.40%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q3 2025 | 0.39% | 108,919 | $37.64M | Shares increased 8.38%; reported value increased 19.95%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2025 | 0.37% | 116,205 | $38.36M | Shares increased 6.69%; reported value increased 1.93%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 0.28% | 104,674 | $28.32M | Shares decreased 9.92%; reported value decreased 26.16%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 0.46% | 134,704 | $55.99M | Shares increased 28.69%; reported value increased 97.67%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 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.