Capital Research Global Investors — UNH Trade History
Quarter-by-quarter changes in the UNITEDHEALTH GROUP INC position · CUSIP 91324P102
Currently held · 7.8 YearsFirst seen: 2018 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-12 | Reduce | 10,534,177 | -6,578,041 | -38.4% | $4.38B | 0.61% |
| 2026 Q1 | 2026-05-13 | Add | 17,112,218 | 10,850,420 | +173.3% | $4.63B | 0.72% |
| 2025 Q4 | 2026-02-11 | Reduce | 6,261,798 | -6,780,251 | -52.0% | $2.07B | 0.38% |
| 2025 Q3 | 2025-11-13 | Add | 13,042,049 | 7,293,009 | +126.9% | $4.50B | 0.84% |
| 2025 Q2 | 2025-08-13 | Reduce | 5,749,040 | -15,078,082 | -72.4% | $1.79B | 0.36% |
| 2025 Q1 | 2025-05-12 | Add | 20,827,122 | 2,860,632 | +15.9% | $10.91B | 2.37% |
| 2024 Q4 | 2025-02-13 | Reduce | 17,966,490 | -15,806 | -0.1% | $9.09B | 1.87% |
| 2024 Q3 | 2024-11-13 | Add | 17,982,296 | 413,274 | +2.4% | $10.51B | 2.19% |
| 2024 Q2 | 2024-08-13 | Add | 17,569,022 | 4,414,540 | +33.6% | $8.95B | 1.96% |
| 2024 Q1 | 2024-05-14 | Reduce | 13,154,482 | -1,967,721 | -13.0% | $6.51B | 1.47% |
| 2023 Q4 | 2024-02-13 | Add | 15,122,203 | 324,733 | +2.2% | $7.96B | 1.96% |
| 2023 Q3 | 2023-11-13 | Add | 14,797,470 | 393,455 | +2.7% | $7.46B | 2.05% |
| 2023 Q2 | 2023-08-11 | Reduce | 14,404,015 | -471,482 | -3.2% | $6.92B | 1.85% |
| 2023 Q1 | 2023-05-15 | Reduce | 14,875,497 | -2,430,025 | -14.0% | $7.03B | 2.01% |
| 2022 Q4 | 2023-02-14 | Reduce | 17,305,522 | -1,390,939 | -7.4% | $9.18B | 2.77% |
| 2022 Q3 | 2022-11-14 | Reduce | 18,696,461 | -526,956 | -2.7% | $9.44B | 3.10% |
| 2022 Q2 | 2022-08-15 | Reduce | 19,223,417 | -50,274 | -0.3% | $9.87B | 3.08% |
| 2022 Q1 | 2022-05-19 | Add | 19,273,691 | 1,482,338 | +8.3% | $9.83B | 2.43% |
| 2021 Q4 | 2022-02-14 | Reduce | 17,791,353 | -234,019 | -1.3% | $8.93B | 1.97% |
| 2021 Q3 | 2021-11-15 | Reduce | 18,025,372 | -110,107 | -0.6% | $7.04B | 1.64% |
| 2021 Q2 | 2021-08-16 | Reduce | 18,135,479 | -915,290 | -4.8% | $7.26B | 1.69% |
| 2021 Q1 | 2021-05-14 | Reduce | 19,050,769 | -2,906,998 | -13.2% | $7.09B | 1.73% |
| 2020 Q4 | 2021-02-12 | Reduce | 21,957,767 | -234,886 | -1.1% | $7.70B | 2.00% |
| 2020 Q3 | 2020-11-13 | Reduce | 22,192,653 | -718,755 | -3.1% | $6.92B | 2.08% |
| 2020 Q2 | 2020-08-14 | Add | 22,911,408 | 132,599 | +0.6% | $6.76B | 2.14% |
| 2020 Q1 | 2020-05-15 | Reduce | 22,778,809 | -7,072,207 | -23.7% | $5.68B | 2.23% |
| 2019 Q4 | 2020-02-18 | Add | 29,851,016 | 7,261,158 | +32.1% | $8.78B | 2.63% |
| 2019 Q3 | 2019-11-14 | Add | 22,589,858 | 496,961 | +2.2% | $4.91B | 1.61% |
| 2019 Q2 | 2019-08-14 | Add | 22,092,897 | 4,229,363 | +23.7% | $5.39B | 1.71% |
| 2019 Q1 | 2019-05-15 | Reduce | 17,863,534 | -1,370,317 | -7.1% | $4.42B | 1.40% |
| 2018 Q4 | 2019-02-14 | New | 19,233,851 | 19,233,851 | — | $4.79B | 1.67% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.