SEC 13F Intelligence

Aureus Asset Management, LLC / UNH

Aureus Asset Management, LLC’s Unitedhealth Group Inc Position

Does Aureus Asset Management, LLC own Unitedhealth Group Inc (UNH)? Yes — 125.7K shares worth $34M (+2.27% of its 13F portfolio) as of Q1 2026, down from 130.0K shares the prior filed quarter.

Position Value
$34M
Q1 2026
Shares
125.7K
% of Portfolio
+2.27%
Quarters Held
30
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $414,000Q4 ’18Q1 ’19: $440,000Q2 ’19: $1MQ3 ’19: $1MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $24MQ4 ’20: $28MQ4 ’20Q1 ’21: $32MQ2 ’21: $35MQ3 ’21: $35MQ4 ’21: $46MQ4 ’21Q1 ’22: $44MQ2 ’22: $45MQ3 ’22: $32MQ4 ’22: $33MQ4 ’22Q1 ’23: $33MQ2 ’23: $41MQ3 ’23: $42MQ4 ’23: $44MQ4 ’23Q1 ’24: $41MQ2 ’24: $42MQ3 ’24: $48MQ4 ’24: $41MQ4 ’24Q1 ’25: $40MQ2 ’25: $34MQ3 ’25: $45MQ4 ’25: $43MQ4 ’25Q1 ’26: $34Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026125.7K$34M+2.27%
Q4 2025130.0K$43M+2.73%
Q3 2025129.8K$45M+2.92%
Q2 2025109.2K$34M+2.18%
Q1 202576.5K$40M+2.81%
Q4 202480.5K$41M+2.63%
Q3 202481.3K$48M+3.11%
Q2 202482.0K$42M+2.92%
Q1 202482.9K$41M+2.80%
Q4 202383.0K$44M+3.20%
Q3 202383.0K$42M+3.36%
Q2 202385.6K$41M+3.09%
Q1 202370.8K$33M+2.65%
Q4 202262.0K$33M+2.84%
Q3 202263.1K$32M+2.78%
Q2 202286.7K$45M+3.59%
Q1 202287.0K$44M+2.95%
Q4 202191.5K$46M+2.84%
Q3 202189.9K$35M+2.31%
Q2 202187.3K$35M+2.25%
Q1 202185.0K$32M+2.45%
Q4 202080.4K$28M+2.37%
Q3 202078.1K$24M+2.31%
Q2 20207.1K$2M+0.23%
Q1 20206.7K$2M+0.23%
Q4 20196.3K$2M+0.21%
Q3 20196.0K$1M+0.16%
Q2 20195.8K$1M+0.18%
Q1 20191.8K$440,000+0.06%
Q4 20181.7K$414,000+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aureus Asset Management, LLC’s full portfolio or all institutional holders of UNH.