Form 13-F position report

UNITEDHEALTH GROUP INC

Reported by Moser Wealth Advisors LLC

Company profile Manager portfolio Source filing
UNH CUSIP 91324P102 Manager CIK 0001803081
Latest reported change

Reported 5,105 shares, up 100 (2.0%) from the prior quarter.

Reported value 8.2%; share count 2.0% vs. the prior quarter.

Added
% of reported 13F value 1.33% This manager · Q1 2021
Shares 5,105 Quarter-end amount reported
Reported value $1,899,000 Fair value at quarter end
Consecutive quarters held 6 Through Q1 2021

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.

Manager history

Quarterly position history

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

19 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2025 Added 4,915 +25 (0.5%) 0.74% $1,533,333 2025-07-31
Q1 2025 Reduced 4,890 -10 (-0.2%) 1.34% $2,561,138 2025-04-22
Q4 2024 Reduced 4,900 -40 (-0.8%) 1.29% $2,478,714 2025-01-28
Q3 2024 Reduced 4,940 -120 (-2.4%) 1.5% $2,888,319 2024-11-05
Q2 2024 Added 5,060 +130 (2.6%) 1.4% $2,576,856 2024-08-07
Q1 2024 Reduced 4,930 -10 (-0.2%) 1.36% $2,438,871 2024-05-02
Q4 2023 Unchanged 4,940 0 (0.0%) 1.66% $2,600,762 2024-02-07
Q3 2023 Unchanged 4,940 0 (0.0%) 1.75% $2,490,699 2023-11-13
Q2 2023 Reduced 4,940 -165 (-3.2%) 1.6% $2,374,362 2023-08-02
Q4 2022 Unchanged 5,105 0 (0.0%) 2.04% $2,706,569 2023-01-12
Q3 2022 Unchanged 5,105 0 (0.0%) 2.02% $2,578,000 2022-11-04
Q2 2022 Unchanged 5,105 0 (0.0%) 1.95% $2,622,000 2022-08-02
Q1 2022 Unchanged 5,105 0 (0.0%) 1.63% $2,603,000 2022-04-29
Q4 2021 Unchanged 5,105 0 (0.0%) 1.55% $2,563,000 2022-01-19
Q3 2021 Unchanged 5,105 0 (0.0%) 1.28% $1,995,000 2021-10-18
Q2 2021 Unchanged 5,105 0 (0.0%) 1.32% $2,044,000 2021-07-29
Q1 2021 Added 5,105 +100 (2.0%) 1.33% $1,899,000 2021-05-05
Q4 2020 Reduced 5,005 -40 (-0.8%) 1.29% $1,755,000 2021-01-29
Q3 2020 Added 5,045 +175 (3.6%) 1.25% $1,573,000 2020-10-26
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Institutional context

Who else reported the position

2457 managers reported UNITEDHEALTH GROUP INC for Q1 2021.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 78,658,234 -434,313 0.79% $29,266,370,000 32 qtrs
BlackRock Inc Reduced 70,482,968 -1,109,917 0.77% $26,224,598,000 32 qtrs
FMR LLC Reduced 50,160,803 -2,405,183 1.59% $18,663,330,000 32 qtrs
STATE STREET CORPORATION Reduced 43,691,594 -536,248 0.93% $16,256,331,000 32 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 37,409,432 -593,801 1.39% $13,918,928,000 32 qtrs
Capital World Investors Reduced 34,017,627 -1,167,549 2.34% $12,656,979,000 32 qtrs
WELLINGTON MANAGEMENT GROUP LLP Reduced 33,407,367 -370,944 2.19% $12,429,880,000 32 qtrs
Capital Research Global Investors Reduced 19,050,769 -2,906,998 1.73% $7,088,233,000 32 qtrs
Capital International Investors Added 18,899,258 +1,040,094 1.78% $7,032,097,000 17 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 14,431,038 +273,958 0.82% $5,354,103,000 32 qtrs
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Filing details and methodology As reported
Report period
March 31, 2021
Filed
May 05, 2021
Filing type
13F-HR
Position type
COM

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

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.