Form 13-F position report

UNITEDHEALTH GROUP INC

Reported by NS Partners Ltd

UNH CUSIP 91324P102 Manager CIK 0001657111

Reported 94,368 shares, down 4,592 (4.6%) from the prior quarter.

Reported value -3.2%; share count -4.6% vs. the prior quarter.

Reduced
% of reported 13F value 2.56% This manager · Q1 2022
Shares 94,368 Quarter-end amount reported
Reported value $48,125,000 Fair value at quarter end
Consecutive quarters held 28 Through Q1 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 39113000
2021-12-31 49692000
2022-03-31 48125000
2022-06-30 48217000
2022-09-30 48630000
2022-12-31 51681416
2023-03-31 42156446
2023-06-30 41486442
2023-09-30 43162193
2023-12-31 45062147
2024-03-31 40415011
2024-06-30 40911911
2024-09-30 47748477
2024-12-31 40881076
2025-03-31 41862290
2025-06-30 39145996
2025-09-30 51626494
2025-12-31 49816900
2026-03-31 40035143
2026-06-30 57913053

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for UNITEDHEALTH GROUP INC held by NS Partners Ltd.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 139,338 -8,617 (-5.8%) 2.48% $57,913,053 2026-08-13
Q1 2026 Reduced 147,955 -2,955 (-2.0%) 1.79% $40,035,143 2026-05-11
Q4 2025 Added 150,910 +1,398 (0.9%) 1.95% $49,816,900 2026-02-10
Q3 2025 Added 149,512 +24,032 (19.2%) 2.0% $51,626,494 2025-11-13
Q2 2025 Added 125,480 +45,552 (57.0%) 1.6% $39,145,996 2025-08-07
Q1 2025 Reduced 79,928 -887 (-1.1%) 1.84% $41,862,290 2025-05-12
Q4 2024 Reduced 80,815 -851 (-1.0%) 1.69% $40,881,076 2025-02-07
Q3 2024 Added 81,666 +1,330 (1.7%) 2.01% $47,748,477 2024-11-08
Q2 2024 Reduced 80,336 -1,360 (-1.7%) 1.86% $40,911,911 2024-08-08
Q1 2024 Reduced 81,696 -3,897 (-4.6%) 1.86% $40,415,011 2024-05-09
Q4 2023 Reduced 85,593 -14 (0.0%) 2.19% $45,062,147 2024-02-09
Q3 2023 Reduced 85,607 -708 (-0.8%) 2.32% $43,162,193 2023-11-13
Q2 2023 Reduced 86,315 -2,888 (-3.2%) 2.18% $41,486,442 2023-08-10
Q1 2023 Reduced 89,203 -8,276 (-8.5%) 2.37% $42,156,446 2023-05-10
Q4 2022 Added 97,479 +1,190 (1.2%) 3.12% $51,681,416 2023-02-10
Q3 2022 Added 96,289 +2,414 (2.6%) 3.15% $48,630,000 2022-11-10
Q2 2022 Reduced 93,875 -493 (-0.5%) 2.93% $48,217,000 2022-08-05
Q1 2022 Reduced 94,368 -4,592 (-4.6%) 2.56% $48,125,000 2022-05-12
Q4 2021 Reduced 98,960 -1,141 (-1.1%) 2.33% $49,692,000 2022-02-10
Q3 2021 Added 100,101 +16 (0.0%) 1.99% $39,113,000 2021-11-12
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

2959 managers reported UNITEDHEALTH GROUP INC for Q1 2022.

Managers reporting UNITEDHEALTH GROUP INC in Q1 2022.
Manager Activity Shares Change % of reported 13F Reported value Tenure
WestEnd Advisors LLC Reduced 89,072 -21,204 1.22% $45,424,047,000 24 qtrs
VANGUARD GROUP INC Added 80,630,913 +1,147,051 0.97% $41,119,347,000 36 qtrs
BlackRock Inc Reduced 69,016,614 -242,811 0.95% $35,196,406,000 36 qtrs
FMR LLC Added 48,815,256 +791,324 1.99% $24,894,318,000 36 qtrs
STATE STREET CORPORATION Added 46,274,771 +714,903 1.17% $23,598,745,000 36 qtrs
Capital World Investors Added 34,805,861 +935,552 3.06% $17,750,351,000 36 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 31,297,059 -3,131,462 1.61% $15,960,562,000 36 qtrs
WELLINGTON MANAGEMENT GROUP LLP Reduced 27,995,577 -1,040,570 2.44% $14,276,905,000 36 qtrs
Capital Research Global Investors Added 19,273,691 +1,482,338 2.43% $9,829,129,000 36 qtrs
Capital International Investors Reduced 18,671,279 -671,189 2.17% $9,523,900,000 21 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2022
Filed
May 12, 2022
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
94,368
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.