UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionEastern Bank
Latest Disclosed Ownership7,708 shares
Latest Disclosed Value $ 2,085,708
Eastern Bank reports 22.35% decrease in ownership of UNH / UnitedHealth Group Incorporated

On April 7, 2026 - Eastern Bank filed a 13F-HR form disclosing ownership of 7,708 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $2,085,708 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 9,926 shares of UnitedHealth Group Incorporated. This represents a change in shares of -22.35% 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 7,708 -2,218 -22.35 2,086 -36.36 0.0327
2026-01-14 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 9,926 -1,152 -10.40 3,277 -14.35 0.0514
2025-10-27 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 11,078 -8,878 -44.49 3,825 -38.55 0.0680
2025-07-24 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 19,956 -129,735 -86.67 6,226 -92.06 0.1185
2025-05-08 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 149,691 -10,566 -6.59 78,401 -3.29 1.5352
2025-01-13 2024-12-31 13F UnitedHealth Group COM 91324P102 160,257 154 0.10 81,067 -13.40 1.5064
2024-10-21 2024-09-30 13F UnitedHealth Group COM 91324P102 160,103 93,510 140.42 93,609 176.02 1.6770
2024-07-23 2024-06-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 66,593 6,708 11.20 33,913 14.47 1.3698
2024-05-09 2024-03-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 59,885 -2,789 -4.45 29,625 -10.21 1.2332
2024-01-25 2023-12-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 62,674 -120 -0.19 32,996 4.22 1.4980
2023-10-17 2023-09-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 62,794 -417 -0.66 31,660 4.21 1.5729
2023-07-19 2023-06-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 63,211 -5,599 -8.14 30,382 -6.57 1.4446
2023-04-19 2023-03-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 68,810 -2,606 -3.65 32,519 -14.12 1.6338
2023-01-24 2022-12-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 71,416 -31 -0.04 37,863 4.93 2.0207
2022-10-19 2022-09-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 71,447 187 0.26 36,084 -1.41 2.0598
2022-07-20 2022-06-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 71,260 -204 -0.29 36,601 0.43 1.9471
2022-04-21 2022-03-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 71,464 -584 -0.81 36,445 0.74 1.6897
2022-01-26 2021-12-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 72,048 1,633 2.32 36,178 31.49 1.5779
2021-10-19 2021-09-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 70,415 242 0.34 27,514 -2.09 1.3289
2021-07-20 2021-06-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 70,173 676 0.97 28,100 8.67 1.3777
2021-04-27 2021-03-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 69,497 2,648 3.96 25,858 10.31 1.3970
2021-01-20 2020-12-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 66,849 231 0.35 23,442 12.86 1.3125
2020-10-30 2020-09-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 66,618 38 0.06 20,770 5.76 1.2716
2020-09-01 2020-06-30 13F/A-1 UNITEDHEALTH GROUP COMMON STOCKS 91324P102 66,580 -1,739 -2.55 19,638 15.26 1.2774
2020-07-21 2020-06-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 66,580 -1,739 19,638 1,277,361.3427
2020-04-27 2020-03-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 68,319 -4,306 -5.93 17,038 -20.20 1.2685
2020-02-04 2019-12-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 72,625 2,054 2.91 21,350 39.21 1.2400
2019-11-04 2019-09-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 70,571 1,483 2.15 15,336 -9.03 0.9565
2019-07-24 2019-06-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 69,088 1,375 2.03 16,858 0.69 1.0724
2019-04-18 2019-03-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 67,713 2,372 3.63 16,743 2.86 1.1223
2019-01-18 2018-12-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 65,341 418 0.64 16,278 -5.76 1.2158
2018-10-16 2018-09-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 64,923 628 0.98 17,273 9.50 1.1269
2018-07-18 2018-06-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 64,295 1,631 2.60 15,774 17.63 1.0777
2018-04-09 2018-03-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 62,664 57,280 1,063.89 13,410 1,029.74 0.9378
2018-01-22 2017-12-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 5,384 0 0.00 1,187 12.62 0.0796
2017-10-24 2017-09-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 5,384 0 0.00 1,054 5.61 0.0746
2017-07-26 2017-06-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 5,384 0 0.00 998 13.02 0.0735
2017-04-17 2017-03-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 5,384 51 0.96 883 3.52 0.0666
2017-01-18 2016-12-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 5,333 64 1.21 853 15.58 0.0664
2016-10-17 2016-09-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 5,269 200 3.95 738 3.07 0.0593
2016-07-15 2016-06-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 5,069 0 0.00 716 9.65 0.0578
2016-04-14 2016-03-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 5,069 0 0.00 653 9.38 0.0533
2016-01-20 2015-12-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 5,069 -67 -1.30 597 0.17 0.0497
2015-10-16 2015-09-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 5,136 -1,723 -25.12 596 -28.79 0.0520
2015-07-16 2015-06-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 6,859 0 0.00 837 3.08 0.0676
2015-04-17 2015-03-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 6,859 -41 -0.59 812 16.33 0.0650
2015-01-12 2014-12-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 6,900 -203 -2.86 698 13.87 0.0554
2014-10-15 2014-09-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 7,103 -357 -4.79 613 0.49 0.0495
2014-07-16 2014-06-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 7,460 -253 -3.28 610 -3.48 0.0494
2014-04-17 2014-03-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 7,713 -584 -7.04 632 1.12 0.0532
2014-01-21 2013-12-31 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 8,297 -1,317 -13.70 625 -9.29 0.0533
2013-10-18 2013-09-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 9,614 1,860 23.99 689 35.63 0.0632
2013-08-09 2013-06-30 13F UNITEDHEALTH GROUP COMMON STOCKS 91324P102 7,754 7,754 508 0.0473
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.