UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1946654
As of 2025-12-31, Second Half Financial Partners, LLC reported 619 UNH (shares), valued at $204.39K, or 0.09% of its reported non-derivative portfolio. Filed 2026-01-26.
Verify history & sources →Shares increased 0.32%; reported value decreased 4.09%, and weight changed +0.00 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 | Not reported | Not reported | — |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | 0.09% | 619 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 0.09% | 617 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | 0.44% | 1,677 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 0.44% | 1,800 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 2.35% | 7,570 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 4.82% | 11,830 | SEC filing ↗Filed Aug 8, 2024 |
| Q1 2024 | 1.28% | 5,830 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 0.10% | 402 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 0.10% | 397 | SEC filing ↗Filed Nov 13, 2023Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.10% | 397 | $200.16K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 0.10% | 402 | $211.63K | Shares increased 1.26%; reported value increased 5.73%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 1.28% | 5,830 | $2.88M | Shares increased 1350.25%; reported value increased 1262.77%, and weight changed +1.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 4.82% | 11,830 | $6.02M | Shares increased 102.92%; reported value increased 108.89%, and weight changed +3.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q3 2024 | 2.35% | 7,570 | $4.43M | Shares decreased 36.01%; reported value decreased 26.53%, and weight changed -2.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 0.44% | 1,800 | $910.59K | Shares decreased 76.22%; reported value decreased 79.43%, and weight changed -1.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 0.44% | 1,677 | $878.38K | Shares decreased 6.83%; reported value decreased 3.54%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | 0.09% | 617 | $213.10K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 0.09% | 619 | $204.39K | Shares increased 0.32%; reported value decreased 4.09%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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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.