UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionRDA Financial Network
Latest Disclosed Ownership963 shares
Latest Disclosed Value $ 260,679
RDA Financial Network reports 2.83% decrease in ownership of UNH / UnitedHealth Group Incorporated

On April 8, 2026 - RDA Financial Network filed a 13F-HR form disclosing ownership of 963 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $260,679 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 991 shares of UnitedHealth Group Incorporated. This represents a change in shares of -2.83% 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)
2026-04-08 2026-03-31 13F UNITEDHEALTH GROUP COM 91324P102 963 -28 -2.83 261 -20.49 0.0652
2026-01-06 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 991 -403 -28.91 327 -32.02 0.0788
2025-10-08 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,394 -8,714 -86.21 482 -84.74 0.1188
2025-07-07 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 10,108 826 8.90 3,153 -35.14 0.8519
2025-04-14 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 9,282 304 3.39 4,861 7.05 1.4495
2025-01-15 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 8,978 356 4.13 4,542 -9.92 1.3242
2024-10-15 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 8,622 -244 -2.75 5,041 11.65 1.5639
2024-07-10 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 8,866 363 4.27 4,515 7.35 1.4795
2024-04-11 2024-03-31 13F UNITEDHEALTH GROUP COM 91324P102 8,503 778 10.07 4,206 3.44 1.4415
2024-01-12 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 7,725 1,721 28.66 4,067 34.32 1.5409
2023-10-18 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 6,004 245 4.25 3,027 9.36 1.3103
2023-07-13 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 5,759 -1,785 -23.66 2,768 -22.36 1.1640
2023-04-12 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 7,544 276 3.80 3,565 -7.47 1.6266
2023-01-10 2022-12-31 13F UNITEDHEALTH GROUP COM 91324P102 7,268 -2,239 -23.55 3,853 -19.76 1.9378
2022-10-11 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 9,507 590 6.62 4,802 4.85 2.6219
2022-07-13 2022-06-30 13F UNITEDHEALTH GROUP COM 91324P102 8,917 31 0.35 4,580 1.06 2.3107
2022-04-12 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 8,886 759 9.34 4,532 11.05 1.9133
2022-01-31 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 8,127 290 3.70 4,081 33.28 1.6650
2021-10-29 2021-09-30 13F UNITEDHEALTH GROUP COM 91324P102 7,837 256 3.38 3,062 0.86 1.3489
2021-07-13 2021-06-30 13F UNITEDHEALTH GROUP COM 91324P102 7,581 190 2.57 3,036 10.40 1.3407
2021-05-06 2021-03-31 13F UNITEDHEALTH GROUP COM 91324P102 7,391 331 4.69 2,750 11.07 1.1795
2021-02-05 2020-12-31 13F UNITEDHEALTH GROUP COM 91324P102 7,060 407 6.12 2,476 19.38 1.1161
2020-10-13 2020-09-30 13F UNITEDHEALTH GROUP COM 91324P102 6,653 524 8.55 2,074 14.71 0.9395
2020-07-14 2020-06-30 13F UNITEDHEALTH GROUP COM 91324P102 6,129 297 5.09 1,808 24.35 0.9018
2020-04-06 2020-03-31 13F UNITEDHEALTH GROUP COM 91324P102 5,832 -1,569 -21.20 1,454 -30.56 0.8775
2020-01-30 2019-12-31 13F UNITEDHEALTH GROUP COM 91324P102 7,401 51 0.69 2,094 3.87 0.8518
2019-11-20 2019-09-30 13F UNITEDHEALTH GROUP COM 91324P102 7,350 -17 -0.23 2,016 10.41 0.8602
2019-07-09 2019-06-30 13F UNITEDHEALTH GROUP COM 91324P102 7,367 518 7.56 1,826 15.79 0.8224
2019-04-30 2019-03-31 13F UNITEDHEALTH GROUP COM 91324P102 6,849 6,849 1,577 0.7446
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.