UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership98,804 shares
Latest Disclosed Value $ 26,735,470
Wealthfront Advisers Llc reports 2.68% increase in ownership of UNH / UnitedHealth Group Incorporated

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 98,804 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $26,735,470 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 96,224 shares of UnitedHealth Group Incorporated. This represents a change in shares of 2.68% 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)
2026-05-05 2026-03-31 13F UNITEDHEALTH GROUP COM 91324P102 98,804 2,580 2.68 26,735 -15.83 0.0587
2026-01-30 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 96,224 5,637 6.22 31,765 1.55 0.0710
2025-11-06 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 90,587 27,941 44.60 31,280 60.05 0.0734
2025-07-31 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 62,646 -18,862 -23.14 19,544 -54.22 0.0503
2025-05-02 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 81,508 4,239 5.49 42,690 9.22 0.1146
2025-04-01 2024-12-31 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 77,269 6,941 9.87 39,087 -4.94 0.1142
2024-11-12 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 70,328 7,386 11.73 41,119 28.28 0.1264
2024-08-14 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 62,942 -6,012 -8.72 32,054 -6.03 0.1079
2024-04-19 2024-03-31 13F UNITEDHEALTH GROUP COM 91324P102 68,954 -7,493 -9.80 34,112 -15.25 0.1194
2024-02-09 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 76,447 9,587 14.34 40,247 19.39 0.1546
2023-11-01 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 66,860 -2,270 -3.28 33,710 1.46 0.1451
2023-08-07 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 69,130 -3,749 -5.14 33,227 -3.53 0.1409
2023-04-28 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 72,879 -19,211 -20.86 34,442 -29.46 0.1565
2023-02-10 2022-12-31 13F UNITEDHEALTH GROUP COM 91324P102 92,090 -4,889 -5.04 48,824 -0.31 0.2366
2022-11-14 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 96,979 13,000 15.48 48,978 13.55 0.2604
2022-07-20 2022-06-30 13F UNITEDHEALTH GROUP COM 91324P102 83,979 -599 -0.71 43,134 0.00 0.2168
2022-05-16 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 84,578 12,315 17.04 43,132 18.87 0.1890
2022-01-21 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 72,263 4,768 7.06 36,286 37.59 0.1534
2021-11-15 2021-09-30 13F UNITEDHEALTH GROUP COM 91324P102 67,495 3,033 4.71 26,373 2.17 0.1222
2021-08-16 2021-06-30 13F UNITEDHEALTH GROUP COM 91324P102 64,462 999 1.57 25,813 9.32 0.1226
2021-05-14 2021-03-31 13F UNITEDHEALTH GROUP COM 91324P102 63,463 3,161 5.24 23,613 11.66 0.1264
2021-02-16 2020-12-31 13F UNITEDHEALTH GROUP COM 91324P102 60,302 2,542 4.40 21,147 17.43 0.1272
2020-11-16 2020-09-30 13F UNITEDHEALTH GROUP COM 91324P102 57,760 -708 -1.21 18,008 4.42 0.1287
2020-08-14 2020-06-30 13F UNITEDHEALTH GROUP COM 91324P102 58,468 3,334 6.05 17,245 25.43 0.1338
2020-05-15 2020-03-31 13F UNITEDHEALTH GROUP COM 91324P102 55,134 6,808 14.09 13,749 -3.22 0.1249
2020-01-21 2019-12-31 13F UNITEDHEALTH GROUP COM 91324P102 48,326 10,647 28.26 14,207 73.51 0.1054
2019-10-15 2019-09-30 13F UNITEDHEALTH GROUP COM 91324P102 37,679 -6,325 -14.37 8,188 -23.74 0.0687
2019-08-13 2019-06-30 13F UNITEDHEALTH GROUP COM 91324P102 44,004 -2,228 -4.82 10,737 -6.07 0.0933
2019-05-13 2019-03-31 13F UNITEDHEALTH GROUP COM 91324P102 46,232 -5,584 -10.78 11,431 -11.44 0.1060
2019-02-14 2018-12-31 13F UNITEDHEALTH GROUP COM 91324P102 51,816 51,816 12,908 0.1372
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.