UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1954551
As of 2026-06-30, Warther Private Wealth, LLC reported 53.41K UNH (shares), valued at $22.20M, or 4.87% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 54.67%; reported value decreased 30.38%, and weight changed -2.61 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 | 4.87% | 53,409 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 7.48% | 117,832 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 8.80% | 111,470 | SEC filing ↗Filed Feb 18, 2026 |
| Q3 2025 | 9.46% | 115,756 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 8.39% | 102,597 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | Not reported | Not reported | — |
| Q4 2024 | Not reported | Not reported | — |
| Q3 2024 | 0.12% | 596 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 0.21% | 1,041 | SEC filing ↗Filed Jul 11, 2024 |
| Q1 2024 | 0.61% | 2,779 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 3.41% | 11,574 | SEC filing ↗Filed Feb 7, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.41% | 11,574 | $6.09M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 7, 2024 |
| Q1 2024 | 0.61% | 2,779 | $1.37M | Shares decreased 75.99%; reported value decreased 77.44%, and weight changed -2.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 0.21% | 1,041 | $530.14K | Shares decreased 62.54%; reported value decreased 61.44%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2024 |
| Q3 2024 | 0.12% | 596 | $348.47K | Shares decreased 42.75%; reported value decreased 34.27%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2025 | 8.39% | 102,597 | $32.01M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 9.46% | 115,756 | $39.97M | Shares increased 12.83%; reported value increased 24.88%, and weight changed +1.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 8.80% | 111,470 | $36.80M | Shares decreased 3.70%; reported value decreased 7.94%, and weight changed -0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 18, 2026 |
| Q1 2026 | 7.48% | 117,832 | $31.88M | Shares increased 5.71%; reported value decreased 13.35%, and weight changed -1.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 4.87% | 53,409 | $22.20M | Shares decreased 54.67%; reported value decreased 30.38%, and weight changed -2.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 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.