UnitedHealth Group Incorporated
US ˙ NYSE ˙ US91324P1021

SecurityUNH / UnitedHealth Group Incorporated
InstitutionKeystone Financial Group
Latest Disclosed Ownership1,840 shares
Latest Disclosed Value $ 525,083
Keystone Financial Group reports 11.72% increase in ownership of UNH / UnitedHealth Group Incorporated

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 1,840 shares of UnitedHealth Group Incorporated (US:UNH) valued at $497,886 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,647 shares of UnitedHealth Group Incorporated. This represents a change in shares of 11.72% during the quarter. The current value of the position is $735,025 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)
2026-05-13 2026-03-31 13F UNITEDHEALTH GROUP Equtities 91324P102 1,840 193 11.72 525 -3.31 0.0353
2026-02-06 2025-12-31 13F UNITEDHEALTH GROUP Equities 91324P102 1,647 -61 -3.57 544 -7.50 0.0402
2025-11-17 2025-09-30 13F/A-1 UNITEDHEALTH GROUP Common Stock 91324P102 1,708 51 3.08 588 17.40 0.0449
2025-11-14 2025-09-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 1,657 0 501 0.0398
2025-08-13 2025-06-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 1,657 -1,090 -39.68 501 -64.23 0.0452
2025-05-13 2025-03-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 2,747 103 3.90 1,399 4.10 0.1422
2025-02-13 2024-12-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 2,644 382 16.89 1,343 1.59 0.1321
2025-02-19 2024-09-30 13F/A-3 UNITEDHEALTH GROUP Common Stock 91324P102 2,262 10 0.44 1,323 15.36 0.1692
2025-02-18 2024-09-30 13F/A-2 UNITEDHEALTH GROUP Common Stock 91324P102 31,452 29,200 1,305 0.1698
2025-02-13 2024-09-30 13F/A-1 UNITEDHEALTH GROUP Common Stock 91324P102 1,947 -305 354 0.0457
2024-11-12 2024-09-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 2,262 10 1,323 0.4366
2024-07-31 2024-06-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 2,252 -112 -4.74 1,147 -1.97 0.4107
2024-05-08 2024-03-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 2,364 704 42.41 1,170 33.91 0.1704
2024-02-14 2023-12-31 13F/A-1 UNITEDHEALTH GROUP Common Stock 91324P102 1,660 -249 -13.04 874 -9.25 0.1519
2024-02-09 2023-12-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 1,660 -249 874 0.1519
2023-11-06 2023-09-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 1,909 -135 -6.60 962 -2.04 0.1612
2023-08-07 2023-06-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 2,044 200 10.85 983 0.51 0.1671
2023-02-07 2022-12-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 1,844 352 23.59 978 29.58 0.1930
2022-11-10 2022-09-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 1,492 -285 -16.04 754 -17.42 0.1529
2022-08-05 2022-06-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 1,777 -10 -0.56 913 0.22 0.1809
2022-05-13 2022-03-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 1,787 5 0.28 911 1.79 0.1547
2022-02-11 2021-12-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 1,782 -10 -0.56 895 27.86 0.1468
2021-11-12 2021-09-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 1,792 7 0.39 700 -2.10 0.1267
2021-08-13 2021-06-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 1,785 205 12.97 715 21.60 0.1295
2021-05-11 2021-03-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 1,580 208 15.16 588 22.25 0.1145
2021-02-10 2020-12-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 1,372 14 1.03 481 13.71 0.1000
2020-11-13 2020-09-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 1,358 -122 -8.24 423 -3.20 0.1038
2020-08-13 2020-06-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 1,480 -70 -4.52 437 12.92 0.1188
2020-05-05 2020-03-31 13F/A-1 UNITEDHEALTH GROUP Common Stock 91324P102 1,550 1,550 387 0.1283
2020-02-06 2019-12-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 0 -1,475 -100.00 0 -100.00
2019-11-07 2019-09-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 1,475 392 36.20 321 21.59 0.0987
2019-08-07 2019-06-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 1,083 1,083 264 0.0859
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.