Form 13-F position report

UNITEDHEALTH GROUP INC

Reported by Live Oak Private Wealth LLC

UNH CUSIP 91324P102 Manager CIK 0001799877

Reported 22,007 shares, down 95 (0.4%) from the prior quarter.

Reported value 4.5%; share count -0.4% vs. the prior quarter.

Reduced
% of reported 13F value 2.41% This manager · Q4 2022
Shares 22,007 Quarter-end amount reported
Reported value $11,667,429 Fair value at quarter end
Consecutive quarters held 13 Through Q4 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
2021-12-31 10182000
2022-03-31 10413000
2022-06-30 11253000
2022-09-30 11163000
2022-12-31 11667429
2023-03-31 10806173
2023-06-30 11070550
2023-09-30 11703267
2023-12-31 12156241
2024-03-31 12066268
2024-06-30 12784333
2024-09-30 14517748
2024-12-31 12540967
2025-03-31 13254277
2025-06-30 10938336
2025-09-30 10941823
2025-12-31 10364014
2026-03-31 8500828
2026-06-30 11785359
2026-09-30 9588117

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 Live Oak Private Wealth LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Reduced 26,120 -2,235 (-7.9%) 1.16% $9,588,117 2026-11-02
Q2 2026 Reduced 28,355 -3,061 (-9.7%) 1.47% $11,785,359 2026-07-20
Q1 2026 Added 31,416 +20 (0.1%) 1.19% $8,500,828 2026-04-20
Q4 2025 Reduced 31,396 -292 (-0.9%) 1.41% $10,364,014 2026-01-23
Q3 2025 Reduced 31,688 -3,374 (-9.6%) 1.52% $10,941,823 2025-10-17
Q2 2025 Added 35,062 +9,756 (38.6%) 1.63% $10,938,336 2025-08-04
Q1 2025 Added 25,306 +515 (2.1%) 2.15% $13,254,277 2025-04-22
Q4 2024 Reduced 24,791 -39 (-0.2%) 2.11% $12,540,967 2025-01-28
Q3 2024 Reduced 24,830 -274 (-1.1%) 2.36% $14,517,748 2024-10-22
Q2 2024 Added 25,104 +713 (2.9%) 2.2% $12,784,333 2024-07-17
Q1 2024 Added 24,391 +1,301 (5.6%) 2.09% $12,066,268 2024-04-23
Q4 2023 Reduced 23,090 -122 (-0.5%) 2.28% $12,156,241 2024-01-29
Q3 2023 Added 23,212 +179 (0.8%) 2.49% $11,703,267 2023-10-23
Q2 2023 Added 23,033 +167 (0.7%) 2.2% $11,070,550 2023-08-07
Q1 2023 Added 22,866 +859 (3.9%) 2.23% $10,806,173 2023-05-08
Q4 2022 Reduced 22,007 -95 (-0.4%) 2.41% $11,667,429 2023-02-10
Q3 2022 Added 22,102 +194 (0.9%) 2.5% $11,163,000 2022-10-25
Q2 2022 Added 21,908 +1,488 (7.3%) 2.37% $11,253,000 2022-07-27
Q1 2022 Added 20,420 +144 (0.7%) 2.02% $10,413,000 2022-04-21
Q4 2021 Reduced 20,276 -253 (-1.2%) 1.9% $10,182,000 2022-02-08
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

3260 managers reported UNITEDHEALTH GROUP INC for Q4 2022.

Managers reporting UNITEDHEALTH GROUP INC in Q4 2022.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 84,052,380 +1,082,511 1.21% $44,562,890,828 39 qtrs
BlackRock Inc Added 74,418,906 +3,072,282 1.24% $39,455,415,649 39 qtrs
FMR LLC Reduced 48,417,742 -1,965,776 2.55% $25,670,118,635 39 qtrs
STATE STREET CORPORATION Added 46,198,425 +239,552 1.44% $24,493,480,967 39 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 31,954,035 -723,398 2.73% $16,941,391,000 39 qtrs
Capital World Investors Reduced 30,693,055 -2,535,566 3.47% $16,272,829,214 39 qtrs
WELLINGTON MANAGEMENT GROUP LLP Reduced 23,938,828 -1,273,138 2.54% $12,691,887,828 39 qtrs
JPMorgan Chase & Co Added 22,474,986 +130,971 1.57% $11,915,788,000 39 qtrs
Capital Research Global Investors Reduced 17,305,522 -1,390,939 2.77% $9,175,037,876 39 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 16,858,436 +247,997 1.25% $8,921,651,000 39 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2022
Filed
February 10, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
22,007
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.