UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1962457
As of 2026-06-30, Northern Financial Advisors Inc reported 1.74K UNH (shares), valued at $721.96K, or 0.48% of its reported non-derivative portfolio. Filed 2026-07-28.
Verify history & sources →Shares increased 2.06%; reported value increased 56.76%, and weight changed +0.14 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 | 0.48% | 1,737 | SEC filing ↗Filed Jul 28, 2026 |
| Q1 2026 | 0.34% | 1,702 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 0.44% | 1,162 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 0.33% | 1,799 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 0.42% | 1,797 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 1.27% | 2,931 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 1.25% | 3,105 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 1.46% | 3,285 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 1.29% | 3,170 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 1.29% | 3,333 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 1.61% | 3,636 | SEC filing ↗Filed Feb 6, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.61% | 3,636 | $1.91M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 1.29% | 3,333 | $1.65M | Shares decreased 8.33%; reported value decreased 13.86%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 1.29% | 3,170 | $1.61M | Shares decreased 4.89%; reported value decreased 2.09%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 1.46% | 3,285 | $1.92M | Shares increased 3.63%; reported value increased 18.97%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 1.25% | 3,105 | $1.57M | Shares decreased 5.48%; reported value decreased 18.22%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 1.27% | 2,931 | $1.54M | Shares decreased 5.60%; reported value decreased 2.26%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 0.42% | 1,797 | $560.61K | Shares decreased 38.69%; reported value decreased 63.48%, and weight changed -0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 0.33% | 1,799 | $621.19K | Shares increased 0.11%; reported value increased 10.81%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 0.44% | 1,162 | $383.58K | Shares decreased 35.41%; reported value decreased 38.25%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 0.34% | 1,702 | $460.55K | Shares increased 46.47%; reported value increased 20.06%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 0.48% | 1,737 | $721.96K | Shares increased 2.06%; reported value increased 56.76%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 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.