UnitedHealth Group Incorporated
US ˙ NYSE ˙ US91324P1021

SecurityUNH / UnitedHealth Group Incorporated
InstitutionWhittier Trust Co
Latest Disclosed Ownership34,615 shares
Latest Disclosed Value $ 9,739,264
Whittier Trust Co reports 10.04% decrease in ownership of UNH / UnitedHealth Group Incorporated

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 34,615 shares of UnitedHealth Group Incorporated (US:UNH) valued at $9,366,473 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 38,479 shares of UnitedHealth Group Incorporated. This represents a change in shares of -10.04% during the quarter. The current value of the position is $13,049,855 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)
2026-04-28 2026-03-31 13F UNITED HEALTH common 91324P102 34,615 -3,864 -10.04 9,739 -27.47 0.1099
2026-01-26 2025-12-31 13F UNITED HEALTH common 91324P102 38,479 -4,043 -9.51 13,428 -12.33 0.1454
2025-10-31 2025-09-30 13F UNITEDHEALTH GROUP common 91324P102 42,522 -3,223 -7.05 15,316 7.33 0.1743
2025-07-30 2025-06-30 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 45,745 -44,938 -49.56 14,270 -69.95 0.1721
2025-05-02 2025-03-31 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 90,683 -530 -0.58 47,495 2.94 0.6616
2025-02-11 2024-12-31 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 91,213 1,226 1.36 46,140 -12.30 0.6079
2024-10-21 2024-09-30 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 89,987 515 0.58 52,612 15.47 0.7041
2024-07-29 2024-06-30 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 89,472 673 0.76 45,564 3.72 0.6464
2024-05-02 2024-03-31 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 88,799 880 1.00 43,929 -5.09 0.6405
2024-01-11 2023-12-31 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 87,919 1,259 1.45 46,285 5.93 0.7504
2023-10-27 2023-09-30 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 86,660 2,016 2.38 43,693 7.40 0.7765
2023-07-24 2023-06-30 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 84,644 -2,654 -3.04 40,683 -1.39 0.7072
2023-04-21 2023-03-31 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 87,298 1,019 1.18 41,255 -9.81 0.7511
2023-01-25 2022-12-31 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 86,279 996 1.17 45,742 6.20 0.8898
2022-10-21 2022-09-30 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 85,283 5,669 7.12 43,070 5.33 0.9027
2022-07-28 2022-06-30 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 79,614 -1,132 -1.40 40,892 -0.69 0.8259
2022-04-29 2022-03-31 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 80,746 186 0.23 41,177 1.79 0.6944
2022-01-19 2021-12-31 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 80,560 1,875 2.38 40,452 31.58 0.6573
2021-11-01 2021-09-30 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 78,685 1,690 2.19 30,744 -0.29 0.5598
2021-07-29 2021-06-30 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 76,995 1,543 2.05 30,832 9.83 0.5492
2021-04-26 2021-03-31 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 75,452 2,312 3.16 28,073 9.45 0.5452
2021-01-29 2020-12-31 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 73,140 1,831 2.57 25,648 15.37 0.5478
2020-10-30 2020-09-30 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 71,309 185 0.26 22,231 5.98 0.5293
2020-07-10 2020-06-30 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 71,124 -1,691 -2.32 20,977 15.52 0.5826
2020-04-27 2020-03-31 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 72,815 -387 -0.53 18,159 -15.61 0.5929
2020-01-31 2019-12-31 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 73,202 2,137 3.01 21,519 39.34 0.5646
2019-10-18 2019-09-30 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 71,065 387 0.55 15,444 -10.45 0.4420
2019-07-23 2019-06-30 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 70,678 610 0.87 17,246 -0.46 0.5064
2019-04-29 2019-03-31 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 70,068 19 0.03 17,325 -0.72 0.5297
2019-02-07 2018-12-31 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 70,049 1,098 1.59 17,451 -4.86 0.6004
2018-10-23 2018-09-30 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 68,951 407 0.59 18,343 9.08 0.5723
2018-07-27 2018-06-30 13F/A-1 UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 68,544 -74 -0.11 16,816 14.52 0.5555
2018-07-20 2018-06-30 13F UNITEDHEALTH GROUP INC COM US LARGE CAP EQUITIES 91324P102 59,548 -9,070 4,868
2018-05-01 2018-03-31 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 68,618 1,040 1.54 14,684 -1.44 0.4933
2018-02-07 2017-12-31 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 67,578 846 1.27 14,898 13.99 0.5197
2017-10-23 2017-09-30 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 66,732 1,810 2.79 13,069 8.57 0.4763
2017-07-20 2017-06-30 13F UNITEDHEALTH GROUP INC COM US LARGE-CAP EQUITIES 91324P102 64,922 1,007 1.58 12,037 14.82 0.4654
2017-04-26 2017-03-31 13F UNITEDHEALTH GROUP US LARGE CAP EQUITIES 91324P102 63,915 3,999 6.67 10,483 9.32 0.4229
2017-01-18 2016-12-31 13F UNITEDHEALTH GROUP INC COM US LARGE CAP EQUITIES 91324P102 59,916 539 0.91 9,589 15.35 0.4079
2016-11-10 2016-09-30 13F UNITEDHEALTH GROUP INC COM US LARGE CAP EQUITIES 91324P102 59,377 -1,901 -3.10 8,313 -3.92 0.3621
2016-07-28 2016-06-30 13F UNITEDHEALTH GROUP INC COM US LARGE CAP EQUITIES 91324P102 61,278 -5,144 -7.74 8,652 1.06 0.3812
2016-04-28 2016-03-31 13F UNITEDHEALTH GROUP INC COM US LARGE CAP EQUITIES 91324P102 66,422 204 0.31 8,561 9.90 0.3786
2016-02-10 2015-12-31 13F UNITEDHEALTH GROUP INC COM US LARGE CAP EQUITIES 91324P102 66,218 2,718 4.28 7,790 5.74 0.3535
2015-11-12 2015-09-30 13F UNITEDHEALTH GROUP INC COM US LARGE CAP EQUITIES 91324P102 63,500 198 0.31 7,367 -4.61 0.3583
2015-08-13 2015-06-30 13F UNITEDHEALTH GROUP INC COM US LARGE CAP EQUITIES 91324P102 63,302 657 1.05 7,723 4.21 0.3428
2015-05-05 2015-03-31 13F UNITEDHEALTH GROUP INC COM US LARGE CAP EQUITIES 91324P102 62,645 62,645 0.00 7,411 0.3397
2015-02-04 2014-12-31 13F UNITEDHEALTH GROUP INC COM US LARGE CAP EQUITIES 91324P102 0 -60,324 -100.00 0 -100.00
2014-11-07 2014-09-30 13F UNITEDHEALTH GROUP INC COM US LARGE CAP EQUITIES 91324P102 60,324 776 1.30 5,203 6.88 0.2535
2014-08-04 2014-06-30 13F UNITEDHEALTH GROUP INC COM US LARGE CAP EQUITIES 91324P102 59,548 610 1.03 4,868 0.72 0.2400
2014-05-01 2014-03-31 13F UNITEDHEALTH GROUP INC COM US LARGE CAP EQUITIES 91324P102 58,938 453 0.77 4,833 9.77 0.2476
2014-02-05 2013-12-31 13F UNITEDHEALTH GROUP INC COM US LARGE CAP EQUITIES 91324P102 58,485 191 0.33 4,403 5.49 0.2258
2013-11-18 2013-09-30 13F UNITEDHEALTH GROUP COM 91324P102 58,294 -2,198 -3.63 4,174 5.40 0.2258
2013-08-14 2013-06-30 13F UNITEDHEALTH GROUP COM 91324P102 60,492 60,492 3,960 0.2219
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.