UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionTrust Point Inc.
Latest Disclosed Ownership2,387 shares
Latest Disclosed Value $ 645,899
Trust Point Inc. reports 15.68% decrease in ownership of UNH / UnitedHealth Group Incorporated

On April 15, 2026 - Trust Point Inc. filed a 13F-HR form disclosing ownership of 2,387 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $645,899 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 2,831 shares of UnitedHealth Group Incorporated. This represents a change in shares of -15.68% 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)
2026-04-15 2026-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,387 -444 -15.68 646 -30.94 0.0276
2026-01-13 2025-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,831 189 7.15 935 2.41 0.0738
2025-10-10 2025-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,642 -978 -27.02 912 -19.22 0.0737
2025-07-10 2025-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 3,620 14 0.39 1,129 -40.20 0.1065
2025-04-17 2025-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 3,606 -1,599 -30.72 1,889 -28.29 0.1723
2025-01-24 2024-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 5,205 796 18.05 2,633 2.17 0.1826
2024-10-17 2024-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 4,409 194 4.60 2,578 20.08 0.1935
2024-07-24 2024-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 4,215 -68 -1.59 2,147 1.32 0.1722
2024-04-19 2024-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 4,283 -236 -5.22 2,119 -10.97 0.1665
2024-01-23 2023-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 4,519 4,519 2,379 0.1967
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.