UnitedHealth Group Incorporated
US ˙ NYSE ˙ US91324P1021

SecurityUNH / UnitedHealth Group Incorporated
InstitutionHighPoint Advisor Group LLC
Latest Disclosed Ownership16,263 shares
Latest Disclosed Value $ 4,400,729
HighPoint Advisor Group LLC reports 2.96% increase in ownership of UNH / UnitedHealth Group Incorporated

On May 14, 2026 - HighPoint Advisor Group LLC filed a 13F-HR form disclosing ownership of 16,263 shares of UnitedHealth Group Incorporated (US:UNH) valued at $4,400,605 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 14, 2026 disclosing 15,796 shares of UnitedHealth Group Incorporated. This represents a change in shares of 2.96% during the quarter. The current value of the position is $6,496,581 USD.

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 Common Stock 91324P102 16,263 467 2.96 4,401 -15.61 0.1844
2026-05-14 2025-12-31 13F/A-2 UNITEDHEALTH GROUP Common Stock 91324P102 15,796 -15,770 -49.96 5,214 -52.16 0.2178
2026-02-04 2025-12-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 28,668 -2,898 9,463 0.4389
2025-11-05 2025-09-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 31,566 8,974 39.72 10,900 54.66 0.5193
2025-08-07 2025-06-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 22,592 -2,896 -11.36 7,048 -32.44 0.3745
2025-05-05 2025-03-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 25,488 -427 -1.65 10,430 -23.71 0.6072
2025-02-12 2024-12-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 25,915 -5,567 -17.68 13,672 -25.72 0.7428
2024-11-04 2024-09-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 31,482 -175 -0.55 18,407 102,161.11 1.0730
2024-08-08 2024-06-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 31,657 10,809 51.85 18 80.00 1.0894
2024-05-14 2024-03-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 20,848 -527 -2.47 11 -99.90 0.7536
2024-03-26 2023-12-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 21,375 5,561 35.17 10,386 27.45 0.7437
2022-08-15 2022-06-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 15,814 274 1.76 8,149 34.21 0.8913
2021-11-15 2021-09-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 15,540 222 1.45 6,072 -1.01 0.5949
2021-07-29 2021-06-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 15,318 2,799 22.36 6,134 30.21 0.6176
2021-04-12 2021-03-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 12,519 -497 -3.82 4,711 9.81 0.5451
2021-02-10 2020-12-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 13,016 4,808 58.58 4,290 47.47 0.5224
2020-11-06 2020-09-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 8,208 503 6.53 2,909 26.81 0.5262
2020-08-13 2020-06-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 7,705 226 3.02 2,294 5.33 0.4904
2020-05-01 2020-03-31 13F/A-2 UNITEDHEALTH GROUP Common Stock 91324P102 7,479 -429 -5.42 2,178 -8.26 0.5186
2020-04-27 2020-03-31 13F/A-1 UNITEDHEALTH GROUP Common Stock 91324P102 2,178 -5,301 7 0.1179
2020-04-27 2020-03-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 7,908 0 2,374 487,439.3011
2020-02-13 2019-12-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 7,908 248 3.24 2,374 20.63 0.4891
2019-11-12 2019-09-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 7,660 825 12.07 1,968 12.78 0.4349
2019-08-15 2019-06-30 13F/A-1 UNITEDHEALTH GROUP Common Stock 91324P102 6,835 507 8.01 1,745 15.87 0.4086
2019-08-15 2019-06-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 6,328 0 1,506
2019-05-08 2019-03-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 6,328 852 15.56 1,506 1.76 0.3687
2019-02-20 2018-12-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 5,476 63 1.16 1,480 4.30 0.3920
2018-10-23 2018-09-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 5,413 549 11.29 1,419 10.86 0.3886
2018-08-20 2018-06-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 4,864 137 2.90 1,280 8.02 0.3455
2018-06-11 2018-03-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 4,727 -871 -15.56 1,185 -6.62 0.3253
2018-02-15 2017-12-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 5,598 -541 -8.81 1,269 -2.08 0.3635
2017-11-06 2017-09-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 6,139 1,057 20.80 1,296 30.91 0.4019
2017-08-15 2017-06-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 5,082 0 0.00 990 0.00 0.3186
2017-08-07 2017-03-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 5,082 -300 -5.57 990 9.51 0.3186
2017-03-02 2016-12-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 5,382 -85 -1.55 904 9.71 0.2912
2016-11-21 2016-09-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 5,467 -301 -5.22 824 0.73 0.2901
2016-08-10 2016-06-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 5,768 3,986 223.68 818 242.26 0.2868
2016-04-26 2016-03-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 1,782 1,782 239 0.1463
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.