UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1997464
As of 2026-06-30, Marex Group plc reported 648.00K UNH (shares), valued at $269.33M, or 2.00% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 20.74%; reported value increased 21.74%, 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 | 2.00% | 648,005 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 2.30% | 817,599 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 5.01% | 1,402,276 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 4.53% | 1,058,996 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 1.64% | 276,063 | SEC filing ↗Filed Aug 19, 2025 |
| Q1 2025 | 3.33% | 332,183 | SEC filing ↗Filed Apr 2, 2026 |
| Q4 2024 | 1.41% | 163,554 | SEC filing ↗Filed Apr 2, 2026 |
| Q3 2024 | 3.44% | 258,121 | SEC filing ↗Filed Apr 7, 2026 |
| Q2 2024 | 2.73% | 199,342 | SEC filing ↗Filed Apr 2, 2026 |
| Q1 2024 | 2.05% | 127,375 | SEC filing ↗Filed Apr 2, 2026 |
| Q4 2023 | 0.11% | 5,364 | SEC filing ↗Filed Apr 2, 2026 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 0.11% | 5,364 | $2.82M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 2, 2026 |
| Q1 2024 | 2.05% | 127,375 | $63.01M | Shares increased 2274.63%; reported value increased 2131.33%, and weight changed +1.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 2, 2026 |
| Q2 2024 | 2.73% | 199,342 | $101.52M | Shares increased 56.50%; reported value increased 61.11%, and weight changed +0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 2, 2026 |
| Q3 2024 | 3.44% | 258,121 | $150.92M | Shares increased 29.49%; reported value increased 48.66%, and weight changed +0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 7, 2026 |
| Q4 2024 | 1.41% | 163,554 | $82.74M | Shares decreased 36.64%; reported value decreased 45.18%, and weight changed -2.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 2, 2026 |
| Q1 2025 | 3.33% | 332,183 | $173.98M | Shares increased 103.10%; reported value increased 110.29%, and weight changed +1.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 2, 2026 |
| Q2 2025 | 1.64% | 276,063 | $86.12M | Shares decreased 16.89%; reported value decreased 50.50%, and weight changed -1.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2025 |
| Q3 2025 | 4.53% | 1,058,996 | $365.67M | Shares increased 283.61%; reported value increased 324.59%, and weight changed +2.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 5.01% | 1,402,276 | $462.91M | Shares increased 32.42%; reported value increased 26.59%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 2.30% | 817,599 | $221.23M | Shares decreased 41.69%; reported value decreased 52.21%, and weight changed -2.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 2.00% | 648,005 | $269.33M | Shares decreased 20.74%; reported value increased 21.74%, and weight changed -0.30 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.