UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1904893
As of 2026-06-30, PineStone Asset Management Inc. reported 807.52K UNH (shares), valued at $335.63M, or 2.07% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares decreased 0.17%; reported value increased 53.34%, and weight changed +0.53 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 | 2.07% | 807,522 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 1.54% | 808,873 | SEC filing ↗Filed May 1, 2026 |
| Q4 2025 | 1.69% | 825,705 | SEC filing ↗Filed Jan 15, 2026 |
| Q3 2025 | 1.66% | 774,624 | SEC filing ↗Filed Oct 17, 2025 |
| Q2 2025 | 1.67% | 829,356 | SEC filing ↗Filed Jul 16, 2025 |
| Q1 2025 | 4.44% | 1,123,029 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 4.10% | 865,875 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 4.96% | 879,162 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 4.64% | 859,232 | SEC filing ↗Filed Nov 20, 2024Amended |
| Q1 2024 | 4.49% | 571,121 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 5.23% | 925,454 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 5.48% | 753,690 | SEC filing ↗Filed Oct 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.48% | 753,690 | $380.00M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 13, 2023 |
| Q4 2023 | 5.23% | 925,454 | $487.22M | Shares increased 22.79%; reported value increased 28.22%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 4.49% | 571,121 | $282.53M | Shares decreased 38.29%; reported value decreased 42.01%, and weight changed -0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 4.64% | 859,232 | $437.57M | Shares increased 50.45%; reported value increased 54.87%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 20, 2024 |
| Q3 2024 | 4.96% | 879,162 | $514.03M | Shares increased 2.32%; reported value increased 17.47%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 4.10% | 865,875 | $438.01M | Shares decreased 1.51%; reported value decreased 14.79%, and weight changed -0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 4.44% | 1,123,029 | $588.19M | Shares increased 29.70%; reported value increased 34.29%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 1.67% | 829,356 | $258.73M | Shares decreased 26.15%; reported value decreased 56.01%, and weight changed -2.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2025 |
| Q3 2025 | 1.66% | 774,624 | $267.48M | Shares decreased 6.60%; reported value increased 3.38%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 1.69% | 825,705 | $272.57M | Shares increased 6.59%; reported value increased 1.91%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2026 |
| Q1 2026 | 1.54% | 808,873 | $218.87M | Shares decreased 2.04%; reported value decreased 19.70%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2026 |
| Q2 2026 | 2.07% | 807,522 | $335.63M | Shares decreased 0.17%; reported value increased 53.34%, and weight changed +0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 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.