Form 13-F position report

UNITEDHEALTH GROUP INC

Reported by Western Pacific Wealth Management LP

Company profile Manager portfolio Source filing
UNH CUSIP 91324P102 Manager CIK 0001907320
Latest reported change

Reported 901 shares, up 106 (13.3%) from the prior quarter.

Reported value 15.3%; share count 13.3% vs. the prior quarter.

Added
% of reported 13F value 0.33% This manager · Q2 2023
Shares 901 Quarter-end amount reported
Reported value $433,057 Fair value at quarter end
Consecutive quarters held 7 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.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 340 -7 (-2.0%) 0.11% $124,807 2026-10-16
Q2 2026 Reduced 347 -50 (-12.6%) 0.13% $144,224 2026-08-07
Q1 2026 Unchanged 397 0 (0.0%) 0.11% $107,424 2026-04-17
Q4 2025 Unchanged 397 0 (0.0%) 0.13% $131,054 2026-02-04
Q3 2025 Added 397 +61 (18.2%) 0.13% $137,084 2025-10-21
Q2 2025 Added 336 +36 (12.0%) 0.1% $104,822 2025-07-10
Q1 2025 Reduced 300 -602 (-66.7%) 0.14% $157,125 2025-04-17
Q4 2024 Added 902 +19 (2.2%) 0.37% $456,365 2025-01-24
Q3 2024 Reduced 883 -27 (-3.0%) 0.34% $516,452 2024-10-31
Q2 2024 Reduced 910 -247 (-21.3%) 0.35% $463,545 2024-08-14
Q1 2024 Added 1,157 +254 (28.1%) 0.42% $572,440 2024-05-15
Q4 2023 Added 903 +43 (5.0%) 0.35% $475,439 2024-02-09
Q3 2023 Reduced 860 -41 (-4.6%) 0.36% $433,603 2023-10-26
Q2 2023 Added 901 +106 (13.3%) 0.33% $433,057 2023-08-08
Q1 2023 Reduced 795 -41 (-4.9%) 0.29% $375,709 2023-05-11
Q4 2022 Added 836 +146 (21.2%) 0.37% $443,230 2023-02-03
Q3 2022 Reduced 690 -33 (-4.6%) 0.35% $348,000 2022-10-27
Q2 2022 Added 723 +201 (38.5%) 0.36% $371,000 2022-08-01
Q1 2022 Reduced 522 -1 (-0.2%) 0.19% $266,000 2022-04-21
Q4 2021 New 523 +523 (0.0%) 0.17% $262,000 2022-02-14
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 08, 2023
Filing type
13F-HR
Position type
Stock

Voting authority reported

Sole
901
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.