UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionUllmann Financial Group, Inc.
Latest Disclosed Ownership1,184 shares
Latest Disclosed Value $ 320,402
Ullmann Financial Group, Inc. reports 0.67% decrease in ownership of UNH / UnitedHealth Group Incorporated

On April 13, 2026 - Ullmann Financial Group, Inc. filed a 13F-HR form disclosing ownership of 1,184 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $320,402 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,192 shares of UnitedHealth Group Incorporated. This represents a change in shares of -0.67% 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)
2026-04-13 2026-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,184 -8 -0.67 320 -21.38 0.0333
2026-02-12 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 1,192 12 1.02 407 0.00 0.0424
2025-10-17 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,180 216 22.41 408 35.67 0.0445
2025-07-11 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 964 -261 -21.31 301 -53.20 0.0355
2025-04-11 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,225 -190 -13.43 642 -10.35 0.0853
2025-01-15 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 1,415 91 6.87 716 -7.62 0.0924
2024-10-15 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,324 117 9.69 774 26.06 0.1001
2024-08-08 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 1,207 150 14.19 615 17.62 0.0877
2024-05-10 2024-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,057 -101 -8.72 523 -14.29 0.0778
2024-01-11 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 1,158 252 27.81 610 33.55 0.0995
2023-10-13 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 906 118 14.97 457 20.63 0.0853
2023-07-14 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 788 56 7.65 379 9.25 0.0759
2023-04-11 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 732 64 9.58 346 -2.26 0.0786
2023-01-19 2022-12-31 13F UNITEDHEALTH GROUP COM 91324P102 668 -50 -6.96 354 -2.48 0.0871
2022-10-12 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 718 0 0.00 363 -1.63 0.1001
2022-07-13 2022-06-30 13F UNITEDHEALTH GROUP COM 91324P102 718 0 0.00 369 0.82 0.0999
2022-04-14 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 718 0 0.00 366 1.39 0.0935
2022-01-26 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 718 15 2.13 361 31.27 0.0964
2021-10-19 2021-09-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 703 116 19.76 275 17.02 0.1086
2021-07-09 2021-06-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 587 0 0.00 235 7.80 0.0968
2021-04-14 2021-03-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 587 -5 -0.84 218 4.81 0.0971
2021-01-15 2020-12-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 592 -95 -13.83 208 -2.80 0.1041
2020-10-19 2020-09-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 687 0 0.00 214 5.42 0.1227
2020-07-13 2020-06-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 687 -428 -38.39 203 -26.98 0.1250
2020-04-09 2020-03-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 1,115 79 7.63 278 -8.55 0.2086
2020-01-14 2019-12-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 1,036 -35 -3.27 304 30.47 0.1843
2019-10-08 2019-09-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 1,071 36 3.48 233 -7.54 0.1435
2019-07-11 2019-06-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 1,035 -111 -9.69 252 -10.95 0.1574
2019-04-08 2019-03-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 1,146 1,146 283 0.1820
2017-07-24 2017-06-30 13F UnitedHealth Group COM 91324P102 0 -46 -100.00 0 -100.00
2017-05-26 2017-03-31 13F UnitedHealth Group COM 91324P102 46 46 7 0.0058
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.