UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1969566
As of 2026-06-30, iA Global Asset Management Inc. reported 296.98K UNH (shares), valued at $123.43M, or 1.47% of its reported non-derivative portfolio. Filed 2026-07-29.
Verify history & sources →Shares decreased 2.87%; reported value increased 49.20%, and weight changed +0.30 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 | 1.47% | 296,979 | SEC filing ↗Filed Jul 29, 2026 |
| Q1 2026 | 1.17% | 305,743 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 1.10% | 261,060 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 1.75% | 370,994 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 1.75% | 373,821 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 2.03% | 225,724 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 1.66% | 186,814 | SEC filing ↗Filed Feb 11, 2025 |
| Q3 2024 | 1.75% | 170,448 | SEC filing ↗Filed Nov 15, 2024 |
| Q2 2024 | 2.24% | 230,608 | SEC filing ↗Filed Apr 8, 2025Amended |
| Q1 2024 | 2.57% | 253,521 | SEC filing ↗Filed Apr 8, 2025Amended |
| Q4 2023 | 2.95% | 242,448 | SEC filing ↗Filed Apr 8, 2025Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.95% | 242,448 | $127.64M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Apr 8, 2025 |
| Q1 2024 | 2.57% | 253,521 | $125.42M | Shares increased 4.57%; reported value decreased 1.74%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2025 |
| Q2 2024 | 2.24% | 230,608 | $117.44M | Shares decreased 9.04%; reported value decreased 6.36%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2025 |
| Q3 2024 | 1.75% | 170,448 | $99.66M | Shares decreased 26.09%; reported value decreased 15.14%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 15, 2024 |
| Q4 2024 | 1.66% | 186,814 | $94.50M | Shares increased 9.60%; reported value decreased 5.17%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 2.03% | 225,724 | $118.22M | Shares increased 20.83%; reported value increased 25.10%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 1.75% | 373,821 | $116.62M | Shares increased 65.61%; reported value decreased 1.36%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 1.75% | 370,994 | $128.10M | Shares decreased 0.76%; reported value increased 9.85%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 1.10% | 261,060 | $86.18M | Shares decreased 29.63%; reported value decreased 32.73%, and weight changed -0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 1.17% | 305,743 | $82.73M | Shares increased 17.12%; reported value decreased 4.00%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 1.47% | 296,979 | $123.43M | Shares decreased 2.87%; reported value increased 49.20%, and weight changed +0.30 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.