UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionAbacus Planning Group, Inc.
Latest Disclosed Ownership1,971 shares
Latest Disclosed Value $ 533,348
Abacus Planning Group, Inc. reports 10.37% decrease in ownership of UNH / UnitedHealth Group Incorporated

On April 7, 2026 - Abacus Planning Group, Inc. filed a 13F-HR form disclosing ownership of 1,971 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $533,348 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 2,199 shares of UnitedHealth Group Incorporated. This represents a change in shares of -10.37% during the quarter.

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.

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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)
2026-04-07 2026-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,971 -228 -10.37 533 -26.48 0.0718
2026-01-16 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 2,199 218 11.00 726 5.99 0.0966
2025-10-22 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,981 131 7.08 684 18.54 0.0944
2025-07-21 2025-06-30 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 1,850 -483 -20.70 577 -52.78 0.0858
2025-04-14 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 2,333 -116 -4.74 1,222 -1.29 0.2141
2025-02-03 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 2,449 -86 -3.39 1,239 -16.46 0.2179
2024-10-02 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 2,535 497 24.39 1,482 42.91 0.2649
2024-07-31 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 2,038 260 14.62 1,038 17.97 0.2013
2024-04-12 2024-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,778 -221 -11.06 880 -16.44 0.1719
2024-01-19 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 1,999 29 1.47 1,052 5.94 0.2219
2023-10-11 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,970 47 2.44 993 7.47 0.2417
2023-07-07 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 1,923 6 0.31 924 2.10 0.2236
2023-04-18 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,917 57 3.06 906 -8.22 0.2334
2023-01-19 2022-12-31 13F UNITEDHEALTH GROUP COM 91324P102 1,860 -32 -1.69 986 3.14 0.2697
2022-10-19 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,892 18 0.96 956 -0.73 0.2886
2022-07-18 2022-06-30 13F UNITEDHEALTH GROUP COM 91324P102 1,874 0 0.00 963 0.73 0.2838
2022-04-13 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,874 0 0.00 956 1.59 0.2573
2022-01-18 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 1,874 384 25.77 941 61.68 0.2513
2021-10-19 2021-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,490 51 3.54 582 1.04 0.1853
2021-07-20 2021-06-30 13F UNITEDHEALTH GROUP COM 91324P102 1,439 -532 -26.99 576 -21.42 0.1759
2021-04-27 2021-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,971 40 2.07 733 8.27 0.2345
2021-02-01 2020-12-31 13F UNITEDHEALTH GROUP COM 91324P102 1,931 0 0.00 677 12.46 0.2090
2020-11-03 2020-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,931 0 0.00 602 5.61 0.2196
2020-08-11 2020-06-30 13F UNITEDHEALTH GROUP COM 91324P102 1,931 -2 -0.10 570 18.26 0.2320
2020-04-30 2020-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,933 899 86.94 482 58.55 0.2369
2020-01-30 2019-12-31 13F UNITEDHEALTH GROUP COM 91324P102 1,034 -6 -0.58 304 34.51 0.1396
2019-11-01 2019-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,040 6 0.58 226 -10.32 0.1120
2019-08-12 2019-06-30 13F UNITEDHEALTH GROUP COM 91324P102 1,034 -150 -12.67 252 -13.99 0.1514
2019-04-25 2019-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,184 0 0.00 293 -0.68 0.1831
2019-02-15 2018-12-31 13F/A-2 UNITEDHEALTH GROUP COM 91324P102 1,184 0 0.00 295 -6.05 0.2237
2019-02-13 2018-12-31 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 21,586 20,402 405 0.3071
2019-01-25 2018-12-31 13F UNION PACIFIC COM 91324P102 1,184 0 295
2018-10-31 2018-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,184 1,184 314 0.2106
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.