UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1803253
As of 2026-06-30, Soundwatch Capital LLC reported 1.61K UNH (shares), valued at $668.75K, or 0.07% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 1.05%; reported value increased 52.00%, and weight changed +0.01 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 | 0.07% | 1,609 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 0.06% | 1,626 | SEC filing ↗Filed May 5, 2026 |
| Q4 2025 | 0.08% | 1,642 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 0.09% | 1,626 | SEC filing ↗Filed Nov 5, 2025 |
| Q2 2025 | 0.02% | 336,674 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 0.41% | 1,718 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 0.10% | 1,922 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 0.17% | 1,818 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 4.79% | 1,709 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | 0.50% | 2,467 | SEC filing ↗Filed Feb 7, 2024 |
| Q3 2023 | 0.22% | 2,041 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.22% | 2,041 | $1.03M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 0.50% | 2,467 | $1.04M | Shares increased 20.87%; reported value increased 0.77%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2024 |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | 4.79% | 1,709 | $870.33K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 0.17% | 1,818 | $1.06M | Shares increased 6.38%; reported value increased 22.13%, and weight changed -4.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 0.10% | 1,922 | $972.26K | Shares increased 5.72%; reported value decreased 8.53%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 0.41% | 1,718 | $899.80K | Shares decreased 10.61%; reported value decreased 7.45%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 0.02% | 336,674 | $3.12M | Shares increased 19496.86%; reported value increased 246.96%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 0.09% | 1,626 | $561.46K | Shares decreased 99.52%; reported value decreased 82.02%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2025 |
| Q4 2025 | 0.08% | 1,642 | $542.04K | Shares increased 0.98%; reported value decreased 3.46%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 0.06% | 1,626 | $439.98K | Shares decreased 0.97%; reported value decreased 18.83%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 0.07% | 1,609 | $668.75K | Shares decreased 1.05%; reported value increased 52.00%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 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.