UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership54,586 shares
Latest Disclosed Value $ 14,770,189
Level Four Advisory Services, Llc reports 36.11% increase in ownership of UNH / UnitedHealth Group Incorporated

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 54,586 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $14,770,189 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 40,103 shares of UnitedHealth Group Incorporated. This represents a change in shares of 36.11% 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)
2026-05-14 2026-03-31 13F UNITEDHEALTH GROUP COM 91324P102 54,586 14,483 36.11 14,770 11.57 0.4849
2026-02-13 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 40,103 4,782 13.54 13,239 8.54 0.4332
2025-11-12 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 35,321 3,390 10.62 12,197 22.43 0.4176
2025-08-13 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 31,931 -1,720 -5.11 9,962 -43.48 0.3671
2025-05-14 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 33,651 -109 -0.32 17,625 3.20 0.7248
2025-02-12 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 33,760 -391 -1.14 17,078 -11.41 0.6980
2024-11-14 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 34,151 -496 -1.43 19,279 9.26 0.8115
2024-08-09 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 34,647 3,320 10.60 17,645 6.99 0.7954
2024-05-13 2024-03-31 13F UNITEDHEALTH GROUP COM 91324P102 31,327 695 2.27 16,493 2.27 0.9061
2024-02-08 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 30,632 414 1.37 16,127 5.85 0.9047
2023-11-13 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 30,218 622 2.10 15,236 7.10 0.9823
2023-07-10 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 29,596 2,834 10.59 14,225 12.48 0.8546
2023-06-05 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 26,762 -890 -3.22 12,647 -13.73 0.8296
2023-02-13 2022-12-31 13F UNITEDHEALTH GROUP COM 91324P102 27,652 3,351 13.79 14,661 19.45 1.0883
2022-11-07 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 24,301 -1,501 -5.82 12,273 -7.39 1.1928
2022-08-08 2022-06-30 13F UNITEDHEALTH GROUP COM 91324P102 25,802 -980 -3.66 13,253 -2.97 1.2500
2022-05-10 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 26,782 965 3.74 13,658 5.35 1.0699
2022-02-11 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 25,817 1,548 6.38 12,964 36.71 0.9885
2021-10-12 2021-09-30 13F UNITEDHEALTH GROUP COM 91324P102 24,269 -746 -2.98 9,483 -5.33 0.9862
2021-08-09 2021-06-30 13F UNITEDHEALTH GROUP COM 91324P102 25,015 2,097 9.15 10,017 17.47 0.6927
2021-05-10 2021-03-31 13F UNITEDHEALTH GROUP COM 91324P102 22,918 1,550 7.25 8,527 13.80 0.6622
2021-02-10 2020-12-31 13F UNITEDHEALTH GROUP COM 91324P102 21,368 -1,226 -5.43 7,493 6.37 0.6014
2020-11-02 2020-09-30 13F UNITEDHEALTH GROUP COM 91324P102 22,594 -7,874 -25.84 7,044 -21.59 0.5426
2020-08-17 2020-06-30 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 30,468 1,550 5.36 8,983 25.41 0.6949
2020-07-27 2020-06-30 13F UNITEDHEALTH GROUP COM 91324P102 1,076 -27,842 317 795,263.5408
2020-05-13 2020-03-31 13F UNITEDHEALTH GROUP COM 91324P102 28,918 -374 -1.28 7,163 -67.92 0.8592
2020-02-13 2019-12-31 13F UNITEDHEALTH GROUP COM 91324P102 29,292 8,095 38.19 22,327 384.63 0.8840
2019-11-12 2019-09-30 13F UNITEDHEALTH GROUP COM 91324P102 21,197 619 3.01 4,607 -8.28 0.4767
2019-08-14 2019-06-30 13F UNITEDHEALTH GROUP COM 91324P102 20,578 62 0.30 5,023 -0.97 0.5071
2019-05-15 2019-03-31 13F UNITEDHEALTH GROUP COM 91324P102 20,516 -822 -3.85 5,072 -4.59 0.5586
2019-02-07 2018-12-31 13F UNITEDHEALTH GROUP COM 91324P102 21,338 1,414 7.10 5,316 0.28 0.6629
2018-11-14 2018-09-30 13F UNITEDHEALTH GROUP COM 91324P102 19,924 -3,723 -15.74 5,301 -8.62 0.5729
2018-08-14 2018-06-30 13F UNITEDHEALTH GROUP COM 91324P102 23,647 1,264 5.65 5,801 21.11 0.4226
2018-05-14 2018-03-31 13F UNITEDHEALTH GROUP COM 91324P102 22,383 -1,477 -6.19 4,790 -8.94 0.3714
2018-02-13 2017-12-31 13F UNITEDHEALTH GROUP COM 91324P102 23,860 1,025 4.49 5,260 17.62 0.4092
2018-04-03 2017-09-30 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 22,835 1,037 4.76 4,472 24.05 0.3964
2017-11-15 2017-09-30 13F UNITEDHEALTH GROUP COM 91324P102 24,580 2,782 4,824
2017-09-20 2017-06-30 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 21,798 -2,396 -9.90 3,605 -9.83 0.5550
2017-07-12 2017-06-30 13F UNITEDHEALTH GROUP COM 91324P102 21,798 3,605
2017-09-20 2017-03-31 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 24,194 1,565 6.92 3,998 10.38 0.4072
2017-05-15 2017-03-31 13F UNITEDHEALTH GROUP COM 91324P102 24,194 1,565 3,998
2017-02-14 2016-12-31 13F UNITEDHEALTH GROUP COM 91324P102 22,629 22,629 3,622 0.4623
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.