UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionClaro Advisors LLC
Latest Disclosed Ownership4,051 shares
Latest Disclosed Value $ 1,096,103
Claro Advisors LLC reports 3.71% increase in ownership of UNH / UnitedHealth Group Incorporated

On April 21, 2026 - Claro Advisors LLC filed a 13F-HR form disclosing ownership of 4,051 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $1,096,103 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,906 shares of UnitedHealth Group Incorporated. This represents a change in shares of 3.71% 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.

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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)
2026-04-21 2026-03-31 13F UNITEDHEALTH GROUP COM 91324P102 4,051 145 3.71 1,096 -14.97 0.1320
2026-02-17 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 3,906 -2,469 -38.73 1,289 -41.44 0.1756
2025-11-12 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 6,375 39 0.62 2,201 11.39 0.3210
2025-08-05 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 6,336 -3,717 -36.97 1,977 -62.47 0.3263
2025-05-12 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 10,053 1,708 20.47 5,265 24.73 0.7046
2025-01-13 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 8,345 -1,287 -13.36 4,221 -25.04 0.5703
2024-11-07 2024-09-30 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 9,632 -308 -3.10 5,632 11.24 0.7276
2024-10-17 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 9,632 -308 5,632 0.7276
2024-07-31 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 9,940 -553 -5.27 5,062 -2.49 0.7902
2024-04-18 2024-03-31 13F UNITEDHEALTH GROUP COM 91324P102 10,493 4,219 67.25 5,191 57.21 0.9013
2024-01-22 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 6,274 -69 -1.09 3,303 3.28 0.7152
2023-10-10 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 6,343 1,215 23.69 3,198 29.75 0.7995
2023-08-08 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 5,128 843 19.67 2,465 21.74 0.6124
2023-04-17 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 4,285 156 3.78 2,025 -7.50 0.5946
2023-03-13 2022-12-31 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 4,129 187 4.74 2,189 8.05 0.7161
2023-02-14 2022-12-31 13F UNITEDHEALTH GROUP COM 91324P102 4,129 187 2,189 0.7147
2022-11-18 2022-09-30 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 3,942 0 0.00 2,025 0.00 0.8050
2022-11-14 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 3,942 0 2,025 0.8050
2022-08-12 2022-06-30 13F UNITEDHEALTH GROUP COM 91324P102 3,942 374 10.48 2,025 13.00 0.8050
2022-05-16 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 3,568 0 0.00 1,792 0.00 0.6446
2022-02-14 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 3,568 182 5.38 1,792 35.45 0.6447
2021-11-15 2021-09-30 13F UNITEDHEALTH GROUP COM 91324P102 3,386 138 4.25 1,323 1.69 0.5564
2021-08-13 2021-06-30 13F UNITEDHEALTH GROUP COM 91324P102 3,248 66 2.07 1,301 9.88 0.5855
2021-05-17 2021-03-31 13F UNITEDHEALTH GROUP COM 91324P102 3,182 75 2.41 1,184 8.72 0.5998
2021-02-12 2020-12-31 13F UNITEDHEALTH GROUP COM 91324P102 3,107 886 39.89 1,089 57.14 0.5788
2020-11-16 2020-09-30 13F UNITEDHEALTH GROUP COM 91324P102 2,221 200 9.90 693 16.28 0.4392
2020-08-14 2020-06-30 13F UNITEDHEALTH GROUP COM 91324P102 2,021 312 18.26 596 39.91 0.4102
2020-05-15 2020-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,709 -26 -1.50 426 -16.47 0.3971
2020-02-14 2019-12-31 13F UNITEDHEALTH GROUP COM 91324P102 1,735 -1 -0.06 510 35.28 0.3926
2019-10-29 2019-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,736 14 0.81 377 -10.24 0.3344
2019-07-24 2019-06-30 13F UNITEDHEALTH GROUP COM 91324P102 1,722 92 5.64 420 4.22 0.3877
2019-05-10 2019-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,630 858 111.14 403 96.59 0.3988
2019-02-14 2018-12-31 13F UNITEDHEALTH GROUP COM 91324P102 772 772 205 0.1641
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.