聯合健康集團公司
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionScott & Selber, Inc.
Latest Disclosed Ownership4,854 shares
Latest Disclosed Value $ 1,313,426
Scott & Selber, Inc. reports 0.31% decrease in ownership of UNH / UnitedHealth Group Incorporated

On April 16, 2026 - Scott & Selber, Inc. filed a 13F-HR form disclosing ownership of 4,854 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $1,313,426 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 4,869 shares of UnitedHealth Group Incorporated. This represents a change in shares of -0.31% 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)
2026-04-16 2026-03-31 13F UNITEDHEALTH GROUP COM 91324P102 4,854 -15 -0.31 1,313 -18.29 0.3391
2026-01-09 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 4,869 -234 -4.59 1,607 -8.80 0.4031
2025-10-29 2025-09-30 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 5,103 -20 -0.39 1,762 176,100.00 0.4488
2025-10-28 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 5,101 -22 1,867 0.4580
2025-07-17 2025-06-30 13F United Healthcare COMM 91324P102 5,123 -2,964 -36.65 2 -75.00 0.4453
2025-04-24 2025-03-31 13F United Healthcare COMM 91324P102 8,087 3 0.04 4 0.00 1.3562
2025-02-06 2024-12-31 13F United Healthcare COMM 91324P102 8,084 -206 -2.48 4 0.00 1.2306
2024-11-01 2024-09-30 13F United Healthcare COMM 91324P102 8,290 -39 -0.47 5 0.00 1.5048
2024-07-29 2024-06-30 13F United Healthcare COMM 91324P102 8,329 131 1.60 4 0.00 1.3529
2024-05-01 2024-03-31 13F United Healthcare COMM 91324P102 8,198 13 0.16 4 0.00 1.3801
2024-02-01 2023-12-31 13F United Healthcare COMM 91324P102 8,185 -96 -1.16 4 0.00 1.6162
2023-10-24 2023-09-30 13F United Healthcare COMM 91324P102 8,281 -20 -0.24 4 33.33 1.7278
2023-07-28 2023-06-30 13F United Healthcare COMM 91324P102 8,301 -26 -0.31 4 0.00 1.5601
2023-04-18 2023-03-31 13F United Healthcare COMM 91324P102 8,327 17 0.20 4 -25.00 1.6749
2023-01-31 2022-12-31 13F/A-1 United Healthcare COMM 91324P102 8,310 5 0.06 4 -99.90 1.9805
2023-01-31 2022-12-31 13F United Healthcare COMM 91324P102 8,310 5 4 1.9805
2022-10-21 2022-09-30 13F United Healthcare COMM 91324P102 8,305 32 0.39 4,194 -1.29 2.0208
2022-07-28 2022-06-30 13F United Healthcare COMM 91324P102 8,273 -99 -1.18 4,249 -0.47 1.9367
2022-05-03 2022-03-31 13F United Healthcare COMM 91324P102 8,372 -102 -1.20 4,269 0.33 1.6451
2022-02-04 2021-12-31 13F United Healthcare COMM 91324P102 8,474 -1 -0.01 4,255 28.47 1.5090
2021-11-05 2021-09-30 13F United Healthcare COMM 91324P102 8,475 -259 -2.97 3,312 -5.29 1.3421
2021-08-10 2021-06-30 13F United Healthcare COMM 91324P102 8,734 -27 -0.31 3,497 7.27 1.3403
2021-05-04 2021-03-31 13F United Healthcare COMM 91324P102 8,761 53 0.61 3,260 6.75 1.3337
2021-02-04 2020-12-31 13F United Healthcare COMM 91324P102 8,708 -6,137 -41.34 3,054 -34.01 1.3052
2020-10-27 2020-09-30 13F United Healthcare COMM 91324P102 14,845 60 0.41 4,628 6.12 2.0723
2020-08-04 2020-06-30 13F United Healthcare COMM 91324P102 14,785 -196 -1.31 4,361 16.73 2.1579
2020-04-28 2020-03-31 13F United Healthcare COMM 91324P102 14,981 108 0.73 3,736 -14.55 2.3304
2020-02-07 2019-12-31 13F United Healthcare COMM 91324P102 14,873 -121 -0.81 4,372 34.19 2.0704
2019-10-16 2019-09-30 13F United Healthcare COMM 91324P102 14,994 10 0.07 3,258 -10.89 1.6650
2019-08-01 2019-06-30 13F United Healthcare COMM 91324P102 14,984 683 4.78 3,656 3.39 1.8374
2019-05-03 2019-03-31 13F United Healthcare COMM 91324P102 14,301 -55 -0.38 3,536 -1.12 1.8496
2019-02-01 2018-12-31 13F United Healthcare COMM 91324P102 14,356 -214 -1.47 3,576 -7.74 2.1808
2018-10-29 2018-09-30 13F United Healthcare COMM 91324P102 14,570 -2 -0.01 3,876 8.42 1.9069
2018-07-24 2018-06-30 13F United Healthcare COMM 91324P102 14,572 81 0.56 3,575 15.29 1.9188
2018-05-08 2018-03-31 13F United Healthcare COMM 91324P102 14,491 -126 -0.86 3,101 -3.76 1.7458
2018-02-01 2017-12-31 13F United Healthcare COMM 91324P102 14,617 96 0.66 3,222 13.29 1.7232
2017-11-06 2017-09-30 13F United Healthcare COMM 91324P102 14,521 -265 -1.79 2,844 3.72 1.6426
2017-08-08 2017-06-30 13F United Healthcare COMM 91324P102 14,786 -10,538 -41.61 2,742 -33.98 1.6566
2017-04-26 2017-03-31 13F United Healthcare COMM 91324P102 25,324 169 0.67 4,153 3.15 2.5324
2017-02-01 2016-12-31 13F United Healthcare COMM 91324P102 25,155 -119 -0.47 4,026 13.79 2.5897
2016-10-28 2016-09-30 13F United Healthcare COMM 91324P102 25,274 128 0.51 3,538 -0.37 2.2297
2016-07-29 2016-06-30 13F United Healthcare COMM 91324P102 25,146 107 0.43 3,551 10.01 2.3800
2016-05-02 2016-03-31 13F United Healthcare COMM 91324P102 25,039 -31 -0.12 3,228 9.46 2.1597
2016-01-26 2015-12-31 13F United Healthcare COMM 91324P102 25,070 441 1.79 2,949 3.22 1.9153
2015-10-19 2015-09-30 13F United Healthcare COMM 91324P102 24,629 25 0.10 2,857 -4.83 2.1134
2015-07-30 2015-06-30 13F United Healthcare COMM 91324P102 24,604 270 1.11 3,002 4.31 2.0687
2015-04-27 2015-03-31 13F United Healthcare COMM 91324P102 24,334 24,334 2,878 1.9430
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.