UnitedHealth Group Incorporated
IT ˙ BIT ˙ US91324P1021
342,40 € ↑12,00 (3,63%)
2026-06-04
DEL PRIS
SecurityIT:1UNH / UnitedHealth Group Incorporated
InstitutionElement Wealth, LLC
Latest Disclosed Ownership1,825 shares
Latest Disclosed Value $ 493,882
Element Wealth, LLC reports 5.07% increase in ownership of 1UNH / UnitedHealth Group Incorporated

On May 4, 2026 - Element Wealth, LLC filed a 13F-HR form disclosing ownership of 1,825 shares of UnitedHealth Group Incorporated (IT:1UNH) valued at $413,180 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,737 shares of UnitedHealth Group Incorporated. This represents a change in shares of 5.07% during the quarter. The current value of the position is $624,880 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,825 88 5.07 494 -13.96 0.2038
2026-02-13 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 1,737 23 1.34 574 -3.05 0.2364
2025-10-29 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,714 365 27.06 592 40.71 0.2572
2025-07-23 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 1,349 607 81.81 421 8.25 0.1937
2025-04-29 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 742 0 0.00 389 3.47 0.2084
2025-02-03 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 742 4 0.54 375 -12.99 0.1962
2024-10-23 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 738 -1 -0.14 432 14.63 0.2287
2024-08-08 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 739 -53 -6.69 376 -3.84 0.2118
2024-05-09 2024-03-31 13F UNITEDHEALTH GROUP COM 91324P102 792 29 3.80 392 -2.49 0.2293
2024-02-01 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 763 -31 -3.90 402 0.25 0.2515
2023-11-08 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 794 1 0.13 400 4.99 0.2885
2023-08-07 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 793 39 5.17 381 7.02 0.2654
2023-05-03 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 754 1 0.13 356 -10.78 0.2657
2023-01-17 2022-12-31 13F UNITEDHEALTH GROUP COM 91324P102 753 0 0.00 399 5.00 0.3265
2022-11-08 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 753 1 0.13 380 -1.81 0.3505
2022-07-22 2022-06-30 13F UNITEDHEALTH GROUP COM 91324P102 752 11 1.48 387 2.38 0.3852
2022-04-28 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 741 -98 -11.68 378 -10.43 0.3046
2022-02-03 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 839 13 1.57 422 30.65 0.3185
2021-11-01 2021-09-30 13F UNITEDHEALTH GROUP COM 91324P102 826 -4 -0.48 323 -2.71 0.2575
2021-08-02 2021-06-30 13F UNITEDHEALTH GROUP COM 91324P102 830 19 2.34 332 9.93 0.2591
2021-05-05 2021-03-31 13F UNITEDHEALTH GROUP COM 91324P102 811 0 0.00 302 6.34 0.2511
2021-02-05 2020-12-31 13F UNITEDHEALTH GROUP COM 91324P102 811 -1 -0.12 284 12.25 0.2630
2020-11-06 2020-09-30 13F UNITEDHEALTH GROUP COM 91324P102 812 -10 -1.22 253 4.55 0.2703
2020-08-06 2020-06-30 13F UNITEDHEALTH GROUP COM 91324P102 822 -48 -5.52 242 11.52 0.2777
2020-05-14 2020-03-31 13F UNITEDHEALTH GROUP COM 91324P102 870 870 217 0.2999
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.