UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1974457
As of 2026-06-30, TrueMark Investments, LLC reported 38.46K UNH (shares), valued at $15.98M, or 2.00% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 104.09%; reported value increased 213.49%, and weight changed +1.01 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 | 2.00% | 38,459 | SEC filing ↗Filed Jul 22, 2026Combination report |
| Q1 2026 | 0.99% | 18,844 | SEC filing ↗Filed Apr 20, 2026Combination report |
| Q4 2025 | 0.66% | 10,465 | SEC filing ↗Filed Jan 14, 2026Combination report |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | 1.99% | 29,515 | SEC filing ↗Filed Jul 29, 2025Combination report |
| Q1 2025 | 1.78% | 12,948 | SEC filing ↗Filed Apr 22, 2025Combination report |
| Q4 2024 | 1.66% | 10,260 | SEC filing ↗Filed Feb 12, 2025Combination report |
| Q3 2024 | 1.25% | 6,658 | SEC filing ↗Filed Oct 16, 2024Combination report |
| Q2 2024 | 1.05% | 6,046 | SEC filing ↗Filed Jul 29, 2024Combination report |
| Q1 2024 | 1.75% | 3,853 | SEC filing ↗Filed Apr 15, 2024Combination report |
| Q4 2023 | 3.28% | 6,263 | SEC filing ↗Filed Jan 11, 2024Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.28% | 6,263 | $3.30M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 11, 2024 |
| Q1 2024 | 1.75% | 3,853 | $1.91M | Shares decreased 38.48%; reported value decreased 42.19%, and weight changed -1.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 1.05% | 6,046 | $3.08M | Shares increased 56.92%; reported value increased 61.54%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2024 |
| Q3 2024 | 1.25% | 6,658 | $3.89M | Shares increased 10.12%; reported value increased 26.43%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 1.66% | 10,260 | $5.19M | Shares increased 54.10%; reported value increased 33.33%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 1.78% | 12,948 | $6.78M | Shares increased 26.20%; reported value increased 30.66%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 1.99% | 29,515 | $9.21M | Shares increased 127.95%; reported value increased 35.78%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | 0.66% | 10,465 | $3.45M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 0.99% | 18,844 | $5.10M | Shares increased 80.07%; reported value increased 47.60%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 20, 2026 |
| Q2 2026 | 2.00% | 38,459 | $15.98M | Shares increased 104.09%; reported value increased 213.49%, and weight changed +1.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 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.