UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionAtlas Brown,Inc.
Latest Disclosed Ownership866 shares
Latest Disclosed Value $ 234,236
Atlas Brown,Inc. reports 11.90% decrease in ownership of UNH / UnitedHealth Group Incorporated

On April 17, 2026 - Atlas Brown,Inc. filed a 13F-HR form disclosing ownership of 866 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $234,236 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 983 shares of UnitedHealth Group Incorporated. This represents a change in shares of -11.90% 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)
2026-04-17 2026-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 866 -117 -11.90 234 -27.78 0.0700
2026-01-09 2025-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 983 -114 -10.39 324 -14.29 0.0964
2025-10-17 2025-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 1,097 8 0.73 379 11.50 0.1119
2025-07-08 2025-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 1,089 -95 -8.02 340 -45.32 0.1090
2025-04-08 2025-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 1,184 -67 -5.36 620 -2.05 0.2176
2025-01-10 2024-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 1,251 4 0.32 633 -13.17 0.2165
2024-10-18 2024-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 1,247 16 1.30 729 16.45 0.2526
2024-07-23 2024-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 1,231 -451 -26.81 627 -24.76 0.2248
2024-04-08 2024-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 1,682 24 1.45 832 -4.59 0.3029
2024-01-18 2023-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 1,658 1 0.06 873 4.43 0.3618
2023-10-17 2023-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 1,657 -82 -4.72 835 0.00 0.3811
2023-07-18 2023-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 1,739 -297 -14.59 836 -13.20 0.3677
2023-04-21 2023-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 2,036 0 0.00 962 -10.84 0.4435
2023-01-05 2022-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 2,036 0 0.00 1,079 4.96 0.5304
2022-10-06 2022-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 2,036 -82 -3.87 1,028 -5.51 0.5238
2022-07-15 2022-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 2,118 0 0.00 1,088 0.74 0.5142
2022-04-14 2022-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 2,118 69 3.37 1,080 4.96 0.4404
2022-01-18 2021-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 2,049 0 0.00 1,029 28.46 0.3986
2021-10-14 2021-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 2,049 66 3.33 801 0.88 0.3481
2021-07-19 2021-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 1,983 0 0.00 794 7.59 0.3432
2021-04-13 2021-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 1,983 0 0.00 738 6.19 0.3497
2021-01-19 2020-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 1,983 14 0.71 695 13.19 0.3594
2020-10-15 2020-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 1,969 164 9.09 614 15.41 0.3632
2020-07-21 2020-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 1,805 800 79.60 532 111.95 0.3375
2020-04-16 2020-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 1,005 -6 -0.59 251 -15.49 0.1961
2020-01-14 2019-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 1,011 1,011 297 0.1858
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.