UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1975730
As of 2026-06-30, Pinnacle West Asset Management, Inc. reported 7.34K UNH (shares), valued at $3.05M, or 2.11% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares decreased 1.34%; reported value increased 51.52%, and weight changed +0.74 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 | 2.11% | 7,338 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 1.37% | 7,438 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 1.62% | 7,558 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 1.67% | 7,468 | SEC filing ↗Filed Nov 5, 2025 |
| Q2 2025 | 1.55% | 7,210 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 2.69% | 7,115 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 2.57% | 7,105 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 2.99% | 7,130 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 2.80% | 7,075 | SEC filing ↗Filed Aug 7, 2024 |
| Q1 2024 | 2.78% | 7,075 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 3.20% | 7,085 | SEC filing ↗Filed Feb 13, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.20% | 7,085 | $3.73M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 2.78% | 7,075 | $3.50M | Shares decreased 0.14%; reported value decreased 6.17%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 2.80% | 7,075 | $3.60M | Shares unchanged; reported value increased 2.94%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2024 |
| Q3 2024 | 2.99% | 7,130 | $4.17M | Shares increased 0.78%; reported value increased 15.71%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 2.57% | 7,105 | $3.59M | Shares decreased 0.35%; reported value decreased 13.79%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 2.69% | 7,115 | $3.73M | Shares increased 0.14%; reported value increased 3.67%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 1.55% | 7,210 | $2.25M | Shares increased 1.34%; reported value decreased 39.64%, and weight changed -1.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 1.67% | 7,468 | $2.58M | Shares increased 3.58%; reported value increased 14.67%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2025 |
| Q4 2025 | 1.62% | 7,558 | $2.50M | Shares increased 1.21%; reported value decreased 3.26%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 1.37% | 7,438 | $2.01M | Shares decreased 1.59%; reported value decreased 19.32%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 2.11% | 7,338 | $3.05M | Shares decreased 1.34%; reported value increased 51.52%, and weight changed +0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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