UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionSmithfield Trust Co
Latest Disclosed Ownership3,742 shares
Latest Disclosed Value $ 1,009
Smithfield Trust Co reports 4.08% decrease in ownership of UNH / UnitedHealth Group Incorporated

On May 8, 2026 - Smithfield Trust Co filed a 13F-HR form disclosing ownership of 3,742 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $1,009 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 3,901 shares of UnitedHealth Group Incorporated. This represents a change in shares of -4.08% 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 COM 91324P102 3,742 -159 -4.08 1 0.00 0.0439
2026-02-09 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 3,901 -194 -4.74 1 0.00 0.0569
2025-11-07 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 4,095 -861 -17.37 1 0.00 0.0632
2025-08-08 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 4,956 -479 -8.81 2 -50.00 0.0729
2025-05-09 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 5,435 53 0.98 3 0.00 0.1428
2025-02-06 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 5,382 -1,118 -17.20 3 -33.33 0.1363
2024-11-12 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 6,500 110 1.72 4 0.00 0.1865
2024-07-31 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 6,390 146 2.34 3 0.00 0.1713
2024-05-07 2024-03-31 13F UNITEDHEALTH GROUP COM 91324P102 6,244 112 1.83 3 0.00 0.1627
2024-02-07 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 6,132 55 0.91 3 0.00 0.1812
2023-11-06 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 6,077 -20 -0.33 3 50.00 0.1893
2023-08-08 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 6,097 806 15.23 3 0.00 0.1762
2023-05-11 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 5,291 -165 -3.02 2 0.00 0.1599
2023-02-13 2022-12-31 13F UNITEDHEALTH GROUP COM 91324P102 5,456 -65 -1.18 3 -99.93 0.1944
2022-11-14 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 5,521 -106 -1.88 2,801 -3.15 0.2020
2022-08-11 2022-06-30 13F UNITEDHEALTH GROUP COM 91324P102 5,627 73 1.31 2,892 1.90 0.2034
2022-05-16 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 5,554 260 4.91 2,838 6.09 0.1826
2022-02-14 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 5,294 -37 -0.69 2,675 28.48 0.1657
2021-11-12 2021-09-30 13F UNITEDHEALTH GROUP COM 91324P102 5,331 39 0.74 2,082 -1.75 0.1375
2021-07-26 2021-06-30 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 5,292 -111 -2.05 2,119 5.42 0.1404
2021-05-14 2021-03-31 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 5,403 -465 -7.92 2,010 -2.33 0.1386
2021-02-12 2020-12-31 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 5,868 202 3.57 2,058 16.53 0.1496
2020-11-16 2020-09-30 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 5,666 228 4.19 1,766 10.10 0.1439
2020-08-14 2020-06-30 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 5,438 1,096 25.24 1,604 48.11 0.1443
2020-05-05 2020-03-31 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 4,342 394 9.98 1,083 -6.72 0.1135
2020-02-13 2019-12-31 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 3,948 -584 -12.89 1,161 17.87 0.1078
2019-10-30 2019-09-30 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 4,532 58 1.30 985 -9.80 0.0976
2019-08-06 2019-06-30 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 4,474 500 12.58 1,092 11.20 0.1130
2019-04-30 2019-03-31 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 3,974 18 0.46 982 -0.30 0.1064
2019-02-04 2018-12-31 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 3,956 -25 -0.63 985 -6.99 0.1149
2018-11-06 2018-09-30 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 3,981 40 1.01 1,059 9.51 0.1147
2018-07-16 2018-06-30 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 3,941 1,196 43.57 967 64.46 0.1116
2018-05-10 2018-03-31 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 2,745 -87 -3.07 588 -5.77 0.0713
2018-02-02 2017-12-31 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 2,832 447 18.74 624 33.62 0.0762
2017-11-03 2017-09-30 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 2,385 -48 -1.97 467 3.32 0.0633
2017-07-31 2017-06-30 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 2,433 72 3.05 452 16.80 0.0662
2017-05-01 2017-03-31 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 2,361 -359 -13.20 387 -11.03 0.0607
2017-02-08 2016-12-31 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 2,720 854 45.77 435 66.67 0.0730
2016-11-03 2016-09-30 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 1,866 -7 -0.37 261 -1.14 0.0465
2016-07-29 2016-06-30 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 1,873 1,223 188.15 264 214.29 0.0495
2016-05-05 2016-03-31 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 650 0 0.00 84 10.53 0.0163
2016-02-04 2015-12-31 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 650 0 0.00 76 1.33 0.0157
2015-11-05 2015-09-30 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 650 400 160.00 75 141.94 0.0160
2015-07-24 2015-06-30 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 250 0 0.00 31 3.33 0.0061
2015-05-06 2015-03-31 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 250 250 0.00 30 0.0059
2015-02-02 2014-12-31 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 0 -250 -100.00 0 -100.00
2014-10-21 2014-09-30 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 250 0 0.00 22 10.00 0.0044
2014-07-16 2014-06-30 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 250 0 0.00 20 0.00 0.0039
2014-05-06 2014-03-31 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 250 0 0.00 20 5.26 0.0040
2014-01-16 2013-12-31 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 250 250 19 0.0039
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.