UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionAdvisory Services Network, LLC
Latest Disclosed Ownership42,661 shares
Latest Disclosed Value $ 11,543,791
Advisory Services Network, LLC reports 27.36% decrease in ownership of UNH / UnitedHealth Group Incorporated

On May 15, 2026 - Advisory Services Network, LLC filed a 13F-HR form disclosing ownership of 42,661 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $11,543,791 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 58,730 shares of UnitedHealth Group Incorporated. This represents a change in shares of -27.36% 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)
2026-05-15 2026-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 42,661 -16,069 -27.36 11,544 -40.46 0.1067
2026-02-17 2025-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 58,730 2,030 3.58 19,388 -0.98 0.2743
2025-11-18 2025-09-30 13F UNITEDHEALTH GROUP Stock 91324P102 56,700 1,049 1.88 19,578 40.97 0.2871
2025-08-19 2025-06-30 13F UNITEDHEALTH GROUP Stock 91324P102 55,651 22,194 66.34 13,888 -20.74 0.2235
2025-05-15 2025-03-31 13F UNITEDHEALTH GROUP Stock 91324P102 33,457 2,617 8.49 17,523 12.31 0.3367
2025-02-13 2024-12-31 13F UNITEDHEALTH GROUP Stock 91324P102 30,840 -162 -0.52 15,601 -1.18 0.2906
2024-11-14 2024-09-30 13F UNITEDHEALTH GROUP Stock 91324P102 31,002 0 0.00 15,788 0.00 0.3264
2024-08-13 2024-06-30 13F UNITEDHEALTH GROUP Stock 91324P102 31,002 4,804 18.34 15,788 21.81 0.3264
2024-05-06 2024-03-31 13F UNITEDHEALTH GROUP Stock 91324P102 26,198 3,429 15.06 12,960 8.12 0.2874
2024-02-09 2023-12-31 13F UNITEDHEALTH GROUP Stock 91324P102 22,769 -1,148 -4.80 11,988 -0.60 0.2930
2023-11-14 2023-09-30 13F UNITEDHEALTH GROUP Stock 91324P102 23,917 1,453 6.47 12,059 11.69 0.3239
2023-08-09 2023-06-30 13F UNITEDHEALTH GROUP Stock 91324P102 22,464 2,079 10.20 10,798 12.07 0.2877
2023-05-17 2023-03-31 13F UNITEDHEALTH GROUP Stock 91324P102 20,385 1,063 5.50 9,634 -5.95 0.2669
2023-02-13 2022-12-31 13F UNITEDHEALTH GROUP Stock 91324P102 19,322 884 4.79 10,245 10.02 0.3140
2022-11-14 2022-09-30 13F UNITEDHEALTH GROUP Stock 91324P102 18,438 1,522 9.00 9,311 7.16 0.3287
2022-08-02 2022-06-30 13F UNITEDHEALTH GROUP Stock 91324P102 16,916 941 5.89 8,689 6.69 0.2972
2022-05-23 2022-03-31 13F UNITEDHEALTH GROUP Stock 91324P102 15,975 330 2.11 8,144 3.67 0.2397
2022-02-14 2021-12-31 13F UNITEDHEALTH GROUP Stock 91324P102 15,645 1,819 13.16 7,856 45.37 0.2260
2021-11-05 2021-09-30 13F UNITEDHEALTH GROUP Stock 91324P102 13,826 2,605 23.22 5,404 20.28 0.1719
2021-08-12 2021-06-30 13F UNITEDHEALTH GROUP Stock 91324P102 11,221 379 3.50 4,493 11.35 0.1417
2021-05-24 2021-03-31 13F UNITEDHEALTH GROUP Stock 91324P102 10,842 -1,698 -13.54 4,035 -8.19 0.1499
2021-02-09 2020-12-31 13F UNITEDHEALTH GROUP Stock 91324P102 12,540 -1,263 -9.15 4,395 2.14 0.1763
2020-11-16 2020-09-30 13F UNITEDHEALTH GROUP Stock 91324P102 13,803 426 3.18 4,303 9.10 0.2025
2020-08-10 2020-06-30 13F UNITEDHEALTH GROUP Stock 91324P102 13,377 3,243 32.00 3,944 56.07 0.2165
2020-05-15 2020-03-31 13F UNITEDHEALTH GROUP Stock 91324P102 10,134 -2,212 -17.92 2,527 -30.39 0.1653
2020-02-04 2019-12-31 13F UNITEDHEALTH GROUP Stock 91324P102 12,346 -358 -2.82 3,630 17.10 0.1909
2019-11-04 2019-09-30 13F UNITEDHEALTH GROUP Stock 91324P102 12,704 0 0.00 3,100 0.00 0.1899
2019-08-01 2019-06-30 13F UNITEDHEALTH GROUP Stock 91324P102 12,704 4,258 50.41 3,100 48.40 0.1901
2019-05-20 2019-03-31 13F UNITEDHEALTH GROUP Stock 91324P102 8,446 -3,251 -27.79 2,089 -28.31 0.1467
2019-02-15 2018-12-31 13F UNITEDHEALTH GROUP Stock 91324P102 11,697 4,128 54.54 2,914 44.76 0.2543
2018-11-02 2018-09-30 13F UNITEDHEALTH GROUP Stock 91324P102 7,569 75 1.00 2,013 4.52 0.1469
2018-07-27 2018-06-30 13F UNITEDHEALTH GROUP Stock 91324P102 7,494 1,724 29.88 1,926 55.95 0.1467
2018-04-23 2018-03-31 13F UNITEDHEALTH GROUP Stock 91324P102 5,770 -467 -7.49 1,235 -10.18 0.0987
2018-02-08 2017-12-31 13F UNITEDHEALTH GROUP Stock 91324P102 6,237 2,547 69.02 1,375 90.18 0.1198
2017-10-12 2017-09-30 13F UNITEDHEALTH GROUP Stock 91324P102 3,690 1,325 56.03 723 65.07 0.0828
2017-08-17 2017-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 2,365 -2,770 -53.94 438 -47.98 0.0571
2017-04-28 2017-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 5,135 4,037 367.67 842 446.75 0.1223
2016-10-07 2016-09-30 13F UNITEDHEALTH GROUP Stock 91324P102 1,098 -3,535 -76.30 154 -76.45 0.0290
2016-07-27 2016-06-30 13F UNITEDHEALTH GROUP Stock 91324P102 4,633 3,763 432.53 654 483.93 0.1487
2016-04-21 2016-03-31 13F UNITEDHEALTH GROUP Stock 91324P102 870 101 13.13 112 24.44 0.0306
2016-01-27 2015-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 769 -208 -21.29 90 -20.35 0.0289
2015-10-01 2015-09-30 13F UNITEDHEALTH GROUP Stock 91324P102 977 108 12.43 113 5.61 0.0341
2015-07-02 2015-06-30 13F UNITEDHEALTH GROUP Stock 91324P102 869 443 103.99 107 114.00 0.0316
2015-04-08 2015-03-31 13F UNITEDHEALTH GROUP Stock 91324P102 426 183 75.31 50 92.31 0.0138
2015-01-23 2014-12-31 13F UNITEDHEALTH GROUP Stock 91324P102 243 -108 -30.77 26 0.00 0.0081
2014-02-13 2013-12-31 13F UNITEDHEALTH GROUP Stock 91324P102 351 351 26 0.0131
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.