UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 2055229
As of 2026-06-30, Victrix Investment Advisors reported 23.44K UNH (shares), valued at $9.74M, or 4.08% of its reported non-derivative portfolio. Filed 2026-07-08.
Verify history & sources →Shares increased 8.69%; reported value increased 66.95%, and weight changed +1.96 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 | 4.08% | 23,443 | SEC filing ↗Filed Jul 8, 2026 |
| Q1 2026 | 2.12% | 21,568 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | 2.32% | 18,145 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 2.74% | 14,464 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 1.04% | 7,548 | SEC filing ↗Filed Jul 18, 2025 |
| Q1 2025 | 1.48% | 5,575 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 1.94% | 5,316 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | Not reported | Not reported | No filing this quarter |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2024 | 1.94% | 5,316 | $2.69M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.48% | 5,575 | $2.82M | Shares increased 4.87%; reported value increased 4.84%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | 1.04% | 7,548 | $2.35M | Shares increased 35.39%; reported value decreased 16.48%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2025 |
| Q3 2025 | 2.74% | 14,464 | $4.99M | Shares increased 91.63%; reported value increased 112.11%, and weight changed +1.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 2.32% | 18,145 | $5.99M | Shares increased 25.45%; reported value increased 19.93%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 2.12% | 21,568 | $5.84M | Shares increased 18.86%; reported value decreased 2.57%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 4.08% | 23,443 | $9.74M | Shares increased 8.69%; reported value increased 66.95%, and weight changed +1.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 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.