UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionAcima Private Wealth, Llc
Latest Disclosed Ownership200 shares
Latest Disclosed Value $ 54,118
Acima Private Wealth, Llc ownership in UNH / UnitedHealth Group Incorporated

On April 6, 2026 - Acima Private Wealth, Llc filed a 13F-HR form disclosing ownership of 200 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $54,118 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 200 shares of UnitedHealth Group Incorporated. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-06 2026-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 200 0 0.00 54 -18.18 0.0170
2026-01-15 2025-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 200 -152 -43.18 66 -45.45 0.0205
2025-11-10 2025-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 352 -186 -34.57 122 -27.54 0.0381
2025-07-24 2025-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 538 0 0.00 168 -40.57 0.0572
2025-05-09 2025-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 538 0 0.00 282 3.31 0.1011
2025-02-05 2024-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 538 0 0.00 272 -13.38 0.0916
2024-11-12 2024-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 538 0 0.00 315 15.02 0.1054
2024-07-30 2024-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 538 0 0.00 274 2.63 0.1007
2024-05-14 2024-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 538 -20 -3.58 266 -9.22 0.0981
2024-02-29 2023-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 558 -17 -2.96 294 1.38 0.1147
2024-02-29 2023-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 575 0 0.00 290 4.71 0.1290
2024-02-29 2023-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 575 -26 -4.33 276 -2.82 0.1323
2024-02-29 2023-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 601 24 4.16 284 -6.89 0.1395
2024-02-29 2022-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 577 0 0.00 306 4.81 0.1568
2024-02-29 2022-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 577 0 0.00 291 -1.69 0.1498
2024-02-29 2022-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 577 0 0.00 296 0.68 0.1479
2022-05-02 2022-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 577 0 0.00 294 1.38 0.1358
2022-03-10 2021-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 577 0 0.00 290 28.89 0.1248
2021-11-09 2021-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 577 0 0.00 225 -2.60 0.1034
2021-08-13 2021-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 577 -30 -4.94 231 2.21 0.1060
2021-05-14 2021-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 607 -64 -9.54 226 -3.83 0.1111
2021-05-14 2020-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 671 0 0.00 235 12.44 0.1217
2021-05-14 2020-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 671 0 0.00 209 5.56 0.1260
2021-05-14 2020-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 671 0 0.00 198 18.56 0.1279
2020-05-01 2020-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 671 0 0.00 167 -15.23 0.1286
2020-01-24 2019-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 671 0 0.00 197 35.86 0.1361
2019-10-30 2019-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 671 0 0.00 145 -11.59 0.1108
2019-07-23 2019-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 671 0 0.00 164 -1.20 0.1294
2019-05-06 2019-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 671 159 31.05 166 29.69 0.1420
2019-02-07 2018-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 512 512 128 0.1254
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.