UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionSofos Investments, Inc.
Latest Disclosed Ownership485 shares
Latest Disclosed Value $ 131,236
Sofos Investments, Inc. ownership in UNH / UnitedHealth Group Incorporated

On May 8, 2026 - Sofos Investments, Inc. filed a 13F-HR form disclosing ownership of 485 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $131,236 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 485 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.

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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)
2026-05-08 2026-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 485 0 0.00 131 -18.12 0.0234
2026-02-13 2025-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 485 -119 -19.70 160 -23.08 0.0308
2025-11-14 2025-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 604 484 403.33 209 235.48 0.0412
2025-04-30 2025-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 120 118 5,900.00 63 6,100.00 0.0137
2024-08-06 2024-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2 -22 -91.67 1 -91.67 0.0003
2024-06-26 2024-03-31 13F/A-1 UNITEDHEALTH GROUP COMMON STOCK 91324P102 24 0 0.00 13 -7.69 0.0036
2024-05-13 2024-03-31 13F Unitedhealth Group Inc Ordinary Shares COM 91324P102 48 24 24 0.0061
2024-06-26 2023-12-31 13F/A-1 UNITEDHEALTH GRP COMMON STOCK 91324P102 24 -14 -36.84 13 -99.90 0.0037
2024-02-15 2023-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 38 0 13,395 0.1476
2023-11-16 2023-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 38 -445 -92.13 13,395 102,938.46 0.1476
2023-08-09 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 483 10 2.11 13 550.00 0.0366
2023-05-12 2023-03-31 13F UNITEDHEALTH GROUP Domestic Equities 91324P102 473 -57 -10.75 2 -80.00 0.0765
2023-02-15 2022-12-31 13F UNITEDHEALTH GROUP Domestic Equities 91324P102 530 -11,590 -95.63 11 400.00 0.0554
2022-11-03 2022-09-30 13F UNITEDHEALTH GROUP Domestic Equities 91324P102 12,120 -1,244 -9.31 3 0.00 0.0874
2022-08-05 2022-06-30 13F UNITEDHEALTH GROUP Stock 91324P102 13,364 593 4.64 3 -33.33 0.0882
2022-05-13 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 12,771 -13,345 -51.10 3 -78.57 0.0898
2022-02-11 2021-12-31 13F UNITEDHEALTH GROUP Stock 91324P102 26,116 26,073 60,634.88 15 0.3311
2021-11-12 2021-09-30 13F UNITEDHEALTH GROUP Stock 91324P102 43 -22 -33.85 0 0.1864
2021-08-11 2021-06-30 13F UNITEDHEALTH GROUP Stock 91324P102 65 -2 -2.99 0 -100.00 0.1494
2021-05-17 2021-03-31 13F UNITEDHEALTH GROUP Stock 91324P102 67 11 19.64 9 -55.00 0.1905
2021-02-16 2020-12-31 13F UNITEDHEALTH GROUP COMSTOCK 91324P102 56 56 20 0.0183
2020-08-13 2020-06-30 13F UNITEDHEALTH GROUP COMSTOCK 91324P102 0 -230 -100.00 0 -100.00
2020-05-12 2020-03-31 13F UNITEDHEALTH GROUP COMSTOCK 91324P102 230 -266 -53.63 12 -97.14 0.0373
2020-02-28 2019-12-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 496 -95 -16.07 419 227.34 0.2886
2019-10-15 2019-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 591 -139 -19.04 128 -28.09 0.1102
2019-07-26 2019-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 730 493 208.02 178 206.90 0.1461
2019-04-19 2019-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 237 -59 -19.93 58 -23.68 0.0469
2018-10-31 2018-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 296 14 4.96 76 2.70 0.0796
2018-08-14 2018-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 282 32 12.80 74 27.59 0.0694
2018-05-23 2018-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 250 250 58 0.0594
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.