UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionFDx Advisors, Inc.
Latest Disclosed Ownership1,055 shares
Latest Disclosed Value $ 285
FDx Advisors, Inc. ownership in UNH / UnitedHealth Group Incorporated

On May 1, 2026 - FDx Advisors, Inc. filed a 13F-HR form disclosing ownership of 1,055 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $285 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 0 shares of UnitedHealth Group Incorporated.

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)
2026-05-01 2026-03-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 1,055 1,055 0 0.0910
2026-02-10 2025-12-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 0 -696 -100.00 0 0.0000
2025-11-04 2025-09-30 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 696 -139 -16.65 0 0.0713
2025-08-07 2025-06-30 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 835 -44 -5.01 0 0.0794
2025-05-01 2025-03-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 879 -102 -10.40 0 0.1496
2025-02-03 2024-12-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 981 -199 -16.86 0 0.1450
2024-11-04 2024-09-30 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 1,180 213 22.03 1 0.1880
2024-08-02 2024-06-30 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 967 -7,333 -88.35 0 -100.00 0.1360
2024-05-03 2024-03-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 8,300 -7,455 -47.32 4 -50.00 0.6232
2024-02-13 2023-12-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 15,755 -1,902 -10.77 8 0.00 0.6413
2023-11-02 2023-09-30 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 17,657 -23,515 -57.11 9 -57.89 0.7388
2023-07-17 2023-06-30 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 41,172 -42,782 -50.96 20 -56.82 1.0855
2023-05-22 2023-03-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 83,954 0 0.00 45 0.00 1.9357
2023-02-10 2022-12-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 83,954 491 0.59 45 -99.90 1.9357
2022-11-10 2022-09-30 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 83,463 -18,342 -18.02 42,152 -19.39 1.8900
2022-08-03 2022-06-30 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 101,805 -19,199 -15.87 52,290 -15.26 1.9630
2022-05-03 2022-03-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 121,004 2,403 2.03 61,708 3.62 2.0907
2022-02-01 2021-12-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 118,601 7,101 6.37 59,554 36.69 1.6471
2021-10-08 2021-09-30 13F UNITEDHEALTH GROUP INC COM 91324P102 111,500 5,273 4.96 43,568 2.42 1.3884
2021-08-05 2021-06-30 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 106,227 6,637 6.66 42,538 14.80 1.4129
2021-04-14 2021-03-31 13F/A-1 UNITEDHEALTH GROUP INC COM Common Stock 91324P102 99,590 4,940 5.22 37,055 11.64 1.3979
2021-04-13 2021-03-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 37,055 -57,595 99,590 424,655.9536
2021-02-08 2020-12-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 94,650 -420 -0.44 33,192 11.98 1.3685
2020-11-12 2020-09-30 13F UNITI GROUP INC COM Common Stock 91324P102 95,070 67,741 247.87 29,640 267.70 1.3876
2020-07-22 2020-06-30 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 27,329 4,854 21.60 8,061 43.82 0.4223
2020-05-22 2020-03-31 13F/A-1 UNITEDHEALTH GROUP INC COM Common Stock 91324P102 22,475 3,879 20.86 5,605 2.52 0.3645
2020-05-13 2020-03-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 15,379 -3,217 64 3,783.2907
2020-02-12 2019-12-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 18,596 995 5.65 5,467 42.93 0.3020
2019-11-07 2019-09-30 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 17,601 -15,619 -47.02 3,825 -52.81 0.2647
2019-07-19 2019-06-30 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 33,220 -38 -0.11 8,106 -1.42 0.3177
2019-05-14 2019-03-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 33,258 15,552 87.83 8,223 86.42 0.3335
2019-04-29 2018-12-31 13F/A-1 UNITEDHEALTH GROUP INC COM Common Stock 91324P102 17,706 -24,459 -58.01 4,411 -60.68 0.3625
2019-02-07 2018-12-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 72,861 30,696 18,151 409,182.4962
2018-11-13 2018-09-30 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 42,165 3,697 9.61 11,218 18.86 0.4166
2018-08-08 2018-06-30 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 38,468 -9,205 -19.31 9,438 -7.49 0.3410
2018-05-02 2018-03-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 47,673 -7,231 -13.17 10,202 -15.71 0.3043
2018-02-09 2017-12-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 54,904 2,413 4.60 12,104 17.74 0.3291
2017-11-03 2017-09-30 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 52,491 5,431 11.54 10,280 17.81 0.2821
2017-08-11 2017-06-30 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 47,060 3,109 7.07 8,726 21.06 0.2585
2017-05-15 2017-03-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 43,951 -3,243 -6.87 7,208 -4.57 0.2204
2017-02-14 2016-12-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 47,194 18,225 62.91 7,553 86.22 0.2172
2016-11-14 2016-09-30 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 28,969 3,136 12.14 4,056 11.18 0.1686
2016-08-15 2016-06-30 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 25,833 4,566 21.47 3,648 33.09 0.1649
2016-05-17 2016-03-31 13F UNITEDHEALTH GROUP INC COM Common Stock 91324P102 21,267 661 3.21 2,741 13.08 0.1251
2016-02-17 2015-12-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 20,606 548 2.73 2,424 4.21 0.1100
2015-11-16 2015-09-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 20,058 1,962 10.84 2,327 6.70 0.1999
2015-08-14 2015-06-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 18,096 -8,304 -31.45 2,180 -30.11 0.1082
2015-05-18 2015-03-31 13F/A-1 UNITEDHEALTH GROUP Common Stock 91324P102 26,400 6,503 32.68 3,119 55.10 0.0688
2015-05-15 2015-03-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 31,186 264
2015-02-17 2014-12-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 19,897 9,450 90.46 2,011 123.20 0.1225
2014-11-17 2014-09-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 10,447 -4,520 -30.20 901 -26.39 0.0584
2014-08-15 2014-06-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 14,967 -1,078 -6.72 1,224 -6.99 0.0802
2014-05-15 2014-03-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 16,045 -2,138 -11.76 1,316 -2.73 0.1098
2014-02-14 2013-12-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 18,183 -656 -3.48 1,353 0.30 0.1348
2013-11-13 2013-09-30 13F UNITEDHEALTH GROUP Common 91324P102 18,839 1,015 5.69 1,349 15.60 0.1592
2013-08-13 2013-06-30 13F UNH Common 91324P102 17,824 17,824 1,167 0.1539
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.