UnitedHealth 그룹 통합
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionArgent Trust Co
Latest Disclosed Ownership34,067 shares
Latest Disclosed Value $ 9,218,212
Argent Trust Co reports 1.50% decrease in ownership of UNH / UnitedHealth Group Incorporated

On May 13, 2026 - Argent Trust Co filed a 13F-HR form disclosing ownership of 34,067 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $9,218,212 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 34,586 shares of UnitedHealth Group Incorporated. This represents a change in shares of -1.50% 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.

Upgrade to unlock premium data and export to Excel .

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 COMMON STOCK 91324P102 34,067 -519 -1.50 9,218 -19.26 0.1219
2026-02-10 2025-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 34,586 -1,840 -5.05 11,417 -9.22 0.3916
2025-11-12 2025-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 36,426 1,215 3.45 12,578 14.50 0.4457
2025-08-12 2025-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 35,211 87 0.25 10,985 -40.29 0.4146
2025-05-09 2025-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 35,124 304 0.87 18,396 4.44 0.7550
2025-02-13 2024-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 34,820 1,606 4.84 17,614 -9.30 0.7181
2024-11-13 2024-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 33,214 -469 -1.39 19,420 13.21 0.8039
2024-08-12 2024-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 33,683 785 2.39 17,153 5.40 0.7552
2024-05-10 2024-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 32,898 -192 -0.58 16,275 -6.58 0.7321
2024-02-09 2023-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 33,090 208 0.63 17,421 5.08 0.8666
2023-11-08 2023-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 32,882 26 0.08 16,579 4.98 0.9088
2023-08-11 2023-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 32,856 4,140 14.42 15,792 16.37 0.8555
2023-05-12 2023-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 28,716 957 3.45 13,571 -7.79 0.8596
2023-02-10 2022-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 27,759 -935 -3.26 14,717 1.55 0.9734
2022-11-10 2022-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 28,694 -693 -2.36 14,492 -3.99 1.0490
2022-08-11 2022-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 29,387 373 1.29 15,094 2.01 1.0356
2022-05-11 2022-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 29,014 1,008 3.60 14,796 5.21 0.9020
2022-02-09 2021-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 28,006 700 2.56 14,063 31.81 0.8232
2021-11-09 2021-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 27,306 778 2.93 10,669 0.43 0.6856
2021-08-09 2021-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 26,528 89 0.34 10,623 7.99 0.6971
2021-05-12 2021-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 26,439 -159 -0.60 9,837 5.47 0.6914
2021-02-11 2020-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 26,598 397 1.52 9,327 14.18 0.7208
2020-11-13 2020-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 26,201 71 0.27 8,169 5.98 0.7197
2020-08-04 2020-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 26,130 657 2.58 7,708 21.35 0.7222
2020-05-11 2020-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 25,473 151 0.60 6,352 -14.67 0.7138
2020-02-11 2019-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 25,322 414 1.66 7,444 37.52 0.6621
2019-11-12 2019-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 24,908 808 3.35 5,413 -7.94 0.5219
2019-08-13 2019-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 24,100 747 3.20 5,880 1.84 0.5963
2019-05-15 2019-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 23,353 -347 -1.46 5,774 -2.20 0.6046
2019-02-06 2018-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 23,700 5,485 30.11 5,904 22.39 0.6929
2018-11-14 2018-09-30 13F UNITEDHEALTH GROUP COM 91324P102 18,215 -168 -0.91 4,824 7.01 0.5562
2019-04-15 2018-06-30 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 18,383 4,499 32.40 4,508 51.73 0.5498
2018-08-15 2018-06-30 13F UNITEDHEALTH GROUP COM 91324P102 17,745 3,861 4,353
2018-05-15 2018-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 13,884 -27 -0.19 2,971 -3.10 0.8521
2018-02-12 2017-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 13,911 1,061 8.26 3,066 21.81 1.1998
2017-11-13 2017-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 12,850 1,003 8.47 2,517 14.57 0.9927
2017-08-09 2017-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 11,847 -777 -6.15 2,197 6.14 0.9068
2017-05-08 2017-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 12,624 -361 -2.78 2,070 -0.38 0.8556
2017-02-14 2016-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 12,985 -282 -2.13 2,078 11.90 0.9193
2016-11-09 2016-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 13,267 -263 -1.94 1,857 -2.77 0.7880
2016-08-04 2016-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 13,530 -262 -1.90 1,910 7.42 0.8405
2016-05-10 2016-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 13,792 -343 -2.43 1,778 6.92 0.8621
2016-02-11 2015-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 14,135 698 5.19 1,663 6.67 0.8277
2015-11-06 2015-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 13,437 65 0.49 1,559 -4.41 0.8863
2015-08-10 2015-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 13,372 -146 -1.08 1,631 2.00 0.8217
2015-05-07 2015-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 13,518 1,489 12.38 1,599 31.50 0.8077
2015-02-13 2014-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 12,029 12,029 1,216 0.7312
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.