UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionWASHINGTON TRUST Co
Latest Disclosed Ownership1,609 shares
Latest Disclosed Value $ 435,413
WASHINGTON TRUST Co reports 19.10% increase in ownership of UNH / UnitedHealth Group Incorporated

On April 6, 2026 - WASHINGTON TRUST Co filed a 13F-HR form disclosing ownership of 1,609 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $435,413 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,351 shares of UnitedHealth Group Incorporated. This represents a change in shares of 19.10% 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)
2026-04-06 2026-03-31 13F UNITEDHEALTH GROUP Equities 91324P102 1,609 258 19.10 435 -2.25 0.0142
2026-02-10 2025-12-31 13F UNITEDHEALTH GROUP Equities 91324P102 1,351 -114 -7.78 446 -11.88 0.0142
2025-11-12 2025-09-30 13F UNITEDHEALTH GROUP Equities 91324P102 1,465 180 14.01 506 26.25 0.0166
2025-08-08 2025-06-30 13F UNITEDHEALTH GROUP Equities 91324P102 1,285 28 2.23 401 -39.21 0.0142
2025-04-25 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,257 -6 -0.48 658 3.13 0.0252
2025-01-30 2024-12-31 13F UnitedHealth Group COM 91324P102 1,263 -131 -9.40 639 -21.72 0.0229
2024-10-25 2024-09-30 13F UnitedHealth Group COM 91324P102 1,394 -27 -1.90 815 12.72 0.0286
2024-07-15 2024-06-30 13F UnitedHealth Group COM 91324P102 1,421 -28 -1.93 724 0.98 0.0265
2024-04-23 2024-03-31 13F UnitedHealth Group COM 91324P102 1,449 -16 -1.09 717 -7.13 0.0263
2024-01-18 2023-12-31 13F UnitedHealth Group COM 91324P102 1,465 275 23.11 771 28.71 0.0305
2023-10-18 2023-09-30 13F UnitedHealth Group COM 91324P102 1,190 -6 -0.50 600 4.36 0.0264
2023-07-27 2023-06-30 13F UnitedHealth Group COM 91324P102 1,196 -5 -0.42 575 1.23 0.0242
2023-05-10 2023-03-31 13F/A-1 UnitedHealth Group COM 91324P102 1,201 2 0.17 568 -10.71 0.0256
2023-05-04 2023-03-31 13F UnitedHealth Group COM 91324P102 2 -1,197 1 0.0239
2023-07-27 2022-12-31 13F/A-1 UnitedHealth Group COM 91324P102 1,199 34 2.92 636 7.81 0.0296
2023-02-08 2022-12-31 13F UnitedHealth Group COM 91324P102 1,199 34 1 0.0000
2022-10-14 2022-09-30 13F UnitedHealth Group COM 91324P102 1,165 -105 -8.27 589 -9.66 0.0297
2022-07-25 2022-06-30 13F UnitedHealth Group COM 91324P102 1,270 11 0.87 652 1.40 0.0306
2022-05-05 2022-03-31 13F UnitedHealth Group COM 91324P102 1,259 -33 -2.55 643 -0.92 0.0254
2022-02-09 2021-12-31 13F/A-1 UnitedHealth Group COM 91324P102 1,292 -569 -30.57 649 -10.73 0.0243
2022-02-09 2021-12-31 13F UnitedHealth Group COM 91324P102 1,292 -569 649 0.0227
2021-11-09 2021-09-30 13F UnitedHealth Group COM 91324P102 1,861 -21 -1.12 727 -3.45 0.0205
2021-08-05 2021-06-30 13F UnitedHealth Group COM 91324P102 1,882 32 1.73 753 9.29 0.0212
2021-04-28 2021-03-31 13F UnitedHealth Group COM 91324P102 1,850 -9 -0.48 689 5.67 0.0211
2021-02-09 2020-12-31 13F UnitedHealth Group COM 91324P102 1,859 -45 -2.36 652 9.76 0.0210
2020-11-05 2020-09-30 13F UnitedHealth Group COM 91324P102 1,904 460 31.86 594 42.11 0.0219
2020-08-04 2020-06-30 13F UnitedHealth Group COM 91324P102 1,444 -13,163 -90.11 418 -44.56 0.0174
2020-05-07 2020-03-31 13F UnitedHealth Group COM 91324P102 14,607 14,607 754 0.0359
2019-11-06 2019-09-30 13F UnitedHealth Group COM 91324P102 0 -1,612 -100.00 0 -100.00
2019-08-07 2019-06-30 13F UnitedHealth Group COM 91324P102 1,612 1,612 393 0.0215
2019-05-13 2019-03-31 13F UTD HEALTH GROUP COM 91324P102 0 -1,178 -100.00 0 -100.00
2019-02-11 2018-12-31 13F UTD HEALTH GROUP COM 91324P102 1,178 -748 -38.84 293 -42.88 0.0186
2018-11-13 2018-09-30 13F UTD HEALTH GROUP COM 91324P102 1,926 -254 -11.65 513 -3.93 0.0275
2018-08-10 2018-06-30 13F UnitedHealth Group COM 91324P102 2,180 673 44.66 534 65.33 0.0286
2018-05-10 2018-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 1,507 26 1.76 323 -0.92 0.0189
2018-02-05 2017-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 1,481 0 0.00 326 12.41 0.0183
2017-10-31 2017-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 1,481 116 8.50 290 14.62 0.0172
2017-08-03 2017-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 1,365 -69 -4.81 253 7.66 0.0154
2017-05-01 2017-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 1,434 1,434 235 0.0149
2015-08-07 2015-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 0 -1,759 -100.00 0 -100.00
2015-05-05 2015-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 1,759 -269 -13.26 208 1.46 0.0138
2015-02-11 2014-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,028 -1,339 -39.77 205 -18.97 0.0141
2014-02-13 2013-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 3,367 -346 -9.32 253 -4.89 0.0193
2013-11-08 2013-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 3,713 35 0.95 266 10.37 0.0213
2013-08-14 2013-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 3,678 3,678 241 0.0203
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.