Form 13-F position report

UNITEDHEALTH GROUP INC

Reported by Wealth Advisory Solutions LLC

Company profile Manager portfolio Source filing
UNH CUSIP 91324P102 Manager CIK 0001834802
Latest reported change

Reported 17,625 shares, up 8,325 (89.5%) from the prior quarter.

Reported value 92.7%; share count 89.5% vs. the prior quarter.

Added
% of reported 13F value 2.25% This manager · Q2 2023
Shares 17,625 Quarter-end amount reported
Reported value $8,471,112 Fair value at quarter end
Consecutive quarters held 6 Through Q2 2023

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.

17 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 675 -298 (-30.6%) 0.05% $247,779 2026-10-20
Q2 2026 Added 973 +153 (18.7%) 0.08% $404,408 2026-07-24
Q1 2026 New 820 +820 (0.0%) 0.05% $221,884 2026-04-22
Q2 2025 Reduced 0 -532 (-100.0%) 0 $0 2025-07-14
Q1 2025 Reduced 532 -17,315 (-97.0%) 0.07% $278,635 2025-04-30
Q4 2024 Reduced 17,847 -32 (-0.2%) 2.53% $9,028,083 2025-02-06
Q3 2024 Reduced 17,879 -3,810 (-17.6%) 2.88% $10,453,494 2024-10-21
Q2 2024 Added 21,689 +2,262 (11.6%) 2.99% $11,045,340 2024-07-26
Q1 2024 Added 19,427 +1,182 (6.5%) 2.49% $9,610,537 2024-04-23
Q4 2023 Reduced 18,245 -16,923 (-48.1%) 3.35% $9,605,445 2024-02-08
Q3 2023 Added 35,168 +17,543 (99.5%) 3.55% $18,137,676 2024-02-07
Q2 2023 Added 17,625 +8,325 (89.5%) 2.25% $8,471,112 2023-08-07
Q1 2023 Reduced 9,300 -767 (-7.6%) 1.17% $4,394,921 2023-05-15
Q4 2022 Reduced 10,067 -250 (-2.4%) 1.43% $5,337,322 2023-02-10
Q3 2022 Reduced 10,317 -31 (-0.3%) 1.44% $5,210,000 2022-11-16
Q2 2022 Reduced 10,348 -1,443 (-12.2%) 1.31% $5,315,000 2022-08-05
Q1 2022 Reduced 11,791 -722 (-5.8%) 1.25% $6,013,000 2022-05-16
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Institutional context

Who else reported the position

3260 managers reported UNITEDHEALTH GROUP INC for Q2 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 83,897,141 -453,487 0.96% $40,324,321,851 41 qtrs
BlackRock Inc Reduced 74,159,576 -768,963 0.98% $35,644,058,366 41 qtrs
STATE STREET CORPORATION Added 46,313,751 +764,872 1.17% $22,260,241,281 41 qtrs
FMR LLC Reduced 44,941,437 -573,654 1.81% $21,600,652,314 41 qtrs
Capital World Investors Reduced 29,163,746 -221,802 2.7% $14,017,077,221 41 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 27,941,472 -3,650,418 1.87% $13,429,790,000 41 qtrs
WELLINGTON MANAGEMENT GROUP LLP Added 24,692,708 +613,568 2.25% $11,868,303,173 41 qtrs
JPMorgan Chase & Co Added 22,408,471 +2,544,077 1.17% $10,770,407,832 41 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 17,546,024 +444,629 0.99% $8,410,038,427 41 qtrs
MORGAN STANLEY Added 16,162,707 +1,229,326 0.77% $7,768,444,410 41 qtrs
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Filing details and methodology As reported
Report period
June 30, 2023
Filed
August 07, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
17,625

“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.