UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1911900
As of 2026-06-30, Richwood Investment Advisors, LLC reported 4.09K UNH (shares), valued at $1.70M, or 1.20% of its reported non-derivative portfolio. Filed 2026-07-29.
Verify history & sources →Shares decreased 2.85%; reported value increased 49.22%, and weight changed +0.32 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 | 1.20% | 4,089 | SEC filing ↗Filed Jul 29, 2026 |
| Q1 2026 | 0.88% | 4,209 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 0.85% | 4,255 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 1.16% | 4,290 | SEC filing ↗Filed Oct 16, 2025 |
| Q2 2025 | 1.12% | 4,365 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 2.28% | 5,110 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 2.21% | 5,247 | SEC filing ↗Filed Feb 11, 2025 |
| Q3 2024 | 2.53% | 5,227 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 2.34% | 5,244 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 2.31% | 5,265 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 2.62% | 5,305 | SEC filing ↗Filed Feb 9, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.62% | 5,305 | $2.79M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 2.31% | 5,265 | $2.60M | Shares decreased 0.75%; reported value decreased 6.74%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 2.34% | 5,244 | $2.67M | Shares decreased 0.40%; reported value increased 2.53%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 2.53% | 5,227 | $3.06M | Shares decreased 0.32%; reported value increased 14.44%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 2.21% | 5,247 | $2.65M | Shares increased 0.38%; reported value decreased 13.15%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 2.28% | 5,110 | $2.68M | Shares decreased 2.61%; reported value increased 0.83%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 1.12% | 4,365 | $1.36M | Shares decreased 14.58%; reported value decreased 49.12%, and weight changed -1.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 1.16% | 4,290 | $1.48M | Shares decreased 1.72%; reported value increased 8.78%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 0.85% | 4,255 | $1.18M | Shares decreased 0.82%; reported value decreased 20.53%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 0.88% | 4,209 | $1.14M | Shares decreased 1.08%; reported value decreased 3.25%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 1.20% | 4,089 | $1.70M | Shares decreased 2.85%; reported value increased 49.22%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 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.