UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionAsset Dedication, LLC
Latest Disclosed Ownership6,698 shares
Latest Disclosed Value $ 1,812,370
Asset Dedication, LLC reports 19.01% decrease in ownership of UNH / UnitedHealth Group Incorporated

On May 29, 2026 - Asset Dedication, LLC filed a 13F-HR form disclosing ownership of 6,698 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $1,812,370 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 8,270 shares of UnitedHealth Group Incorporated. This represents a change in shares of -19.01% 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)
2026-05-29 2026-03-31 13F UNITEDHEALTH GROUP COM 91324P102 6,698 -1,572 -19.01 1,812 -33.60 0.1269
2026-01-26 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 8,270 199 2.47 2,730 -2.05 0.1792
2025-11-20 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 8,071 -1,068 -11.69 2,787 -2.28 0.1872
2025-08-19 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 9,139 -1,619 -15.05 2,851 -49.40 0.2070
2025-05-01 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 10,758 -469 -4.18 5,635 -0.79 0.4574
2025-01-23 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 11,227 -2,526 -18.37 5,679 -29.37 0.4469
2024-10-15 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 13,753 -1,491 -9.78 8,041 3.58 0.5424
2024-08-06 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 15,244 309 2.07 7,763 110,800.00 0.5385
2024-04-16 2024-03-31 13F UnitedHealth Group Equities 91324P102 14,935 576 4.01 7 0.00 0.5406
2024-02-08 2023-12-31 13F UnitedHealth Group Equities 91324P102 14,359 495 3.57 8 0.00 0.6214
2023-11-13 2023-09-30 13F UnitedHealth Group Equities 91324P102 13,864 275 2.02 7 16.67 0.6085
2023-08-22 2023-06-30 13F UnitedHealth Group Equities 91324P102 13,589 9 0.07 6 0.00 0.5491
2023-04-24 2023-03-31 13F UnitedHealth Group Equities 91324P102 13,580 253 1.90 6 -14.29 0.5886
2023-01-19 2022-12-31 13F UnitedHealth Group Equities 91324P102 13,327 501 3.91 7 -99.89 0.7228
2022-10-27 2022-09-30 13F UnitedHealth Group Equities 91324P102 12,826 325 2.60 6,577 1.58 0.7222
2022-07-19 2022-06-30 13F UnitedHealth Group Equities 91324P102 12,501 487 4.05 6,475 4.65 0.9619
2022-04-21 2022-03-31 13F UnitedHealth Group Equities 91324P102 12,014 -378 -3.05 6,187 -2.17 0.6892
2022-01-21 2021-12-31 13F UnitedHealth Group Equities 91324P102 12,392 933 8.14 6,324 41.44 0.7618
2021-10-18 2021-09-30 13F UnitedHealth Group Equities 91324P102 11,459 85 0.75 4,471 -1.52 0.5893
2021-07-21 2021-06-30 13F UnitedHealth Group Equities 91324P102 11,374 2,295 25.28 4,540 34.96 0.6763
2021-05-03 2021-03-31 13F UnitedHealth Group Equities 91324P102 9,079 -1,755 -16.20 3,364 -11.05 0.7600
2021-01-28 2020-12-31 13F UnitedHealth Group Equities 91324P102 10,834 941 9.51 3,782 23.15 0.7540
2020-10-20 2020-09-30 13F UnitedHealth Group Equities 91324P102 9,893 -80 -0.80 3,071 4.35 0.6775
2020-08-24 2020-06-30 13F UnitedHealth Group Equities 91324P102 9,973 695 7.49 2,943 28.40 0.8018
2020-05-05 2020-03-31 13F UnitedHealth Group Equities 91324P102 9,278 -875 -8.62 2,292 -23.22 0.6819
2020-01-31 2019-12-31 13F UnitedHealth Group Equities 91324P102 10,153 1,043 11.45 2,985 49.77 0.8434
2019-10-17 2019-09-30 13F UnitedHealth Group Equities 91324P102 9,110 -799 -8.06 1,993 -17.23 0.6627
2019-07-23 2019-06-30 13F UnitedHealth Group Equities 91324P102 9,909 446 4.71 2,408 3.35 0.7769
2019-04-19 2019-03-31 13F UnitedHealth Group Equities 91324P102 9,463 265 2.88 2,330 2.51 0.8109
2019-02-12 2018-12-31 13F UnitedHealth Group Equities 91324P102 9,198 455 5.20 2,273 -2.11 0.9328
2018-10-26 2018-09-30 13F UnitedHealth Group Equities 91324P102 8,743 -955 -9.85 2,322 -1.78 0.8725
2018-08-13 2018-06-30 13F UnitedHealth Group Equities 91324P102 9,698 -175 -1.77 2,364 11.46 0.8073
2018-04-19 2018-03-31 13F UnitedHealth Group Equities 91324P102 9,873 181 1.87 2,121 -0.75 1.0519
2018-01-17 2017-12-31 13F UnitedHealth Group Equities 91324P102 9,692 1,164 13.65 2,137 27.35 0.8606
2017-10-18 2017-09-30 13F UnitedHealth Group Equities 91324P102 8,528 454 5.62 1,678 12.77 0.8090
2017-07-17 2017-06-30 13F UnitedHealth Group Equities 91324P102 8,074 -197 -2.38 1,488 10.55 0.7484
2017-04-20 2017-03-31 13F UnitedHealth Group Equities 91324P102 8,271 -18 -0.22 1,346 1.36 0.7269
2017-01-17 2016-12-31 13F UnitedHealth Group Equities 91324P102 8,289 2,062 33.11 1,328 52.47 0.7703
2016-11-18 2016-09-30 13F/A-2 UnitedHealth Group Equities 91324P102 6,227 64 1.04 871 0.00 0.5500
2016-10-19 2016-09-30 13F Unitedhealth Group Equities 91324P102 6,228 794
2016-11-18 2016-06-30 13F/A-1 UnitedHealth Group Equities 91324P102 6,163 -65 -1.04 871 8.47 0.6052
2016-07-14 2016-06-30 13F Unitedhealth Group Equities 91324P102 6,228 794
2016-04-27 2016-03-31 13F Unitedhealth Group Equities 91324P102 6,228 -1,277 -17.02 803 -9.06 0.5904
2016-02-16 2015-12-31 13F Unitedhealth Group EQUITIES 91324P102 7,505 7,505 883 0.5795
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.