SEC 13F Intelligence

Ulland Investment Advisors, LLC / UNH

Ulland Investment Advisors, LLC’s Unitedhealth Group Inc Position

Does Ulland Investment Advisors, LLC own Unitedhealth Group Inc (UNH)? Yes6.0K shares worth $2M (+1.40% of its 13F portfolio) as of Q1 2026, down from 6.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
6.0K
% of Portfolio
+1.40%
Quarters Held
18
currently held

Position History UNH

Reported value by quarter
Q4 ’21: $7MQ4 ’21Q1 ’22: $8MQ2 ’22: $7MQ3 ’22: $7MQ3 ’22Q4 ’22: $7MQ1 ’23: $6MQ2 ’23: $7MQ2 ’23Q3 ’23: $7MQ4 ’23: $7MQ1 ’24: $6MQ1 ’24Q2 ’24: $7MQ3 ’24: $7MQ4 ’24: $6MQ4 ’24Q1 ’25: $5MQ2 ’25: $2MQ3 ’25: $3MQ3 ’25Q4 ’25: $2MQ1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.0K$2M+1.40%
Q4 20256.4K$2M+1.70%
Q3 20257.5K$3M+1.96%
Q2 20257.4K$2M+1.77%
Q1 20259.4K$5M+4.10%
Q4 202412.5K$6M+4.03%
Q3 202412.3K$7M+5.28%
Q2 202412.8K$7M+4.54%
Q1 202413.0K$6M+5.14%
Q4 202313.2K$7M+7.03%
Q3 202313.5K$7M+7.46%
Q2 202313.6K$7M+6.70%
Q1 202313.4K$6M+7.46%
Q4 202213.6K$7M+8.64%
Q3 202213.9K$7M+7.64%
Q2 202213.9K$7M+7.30%
Q1 202214.8K$8M+5.65%
Q4 202114.6K$7M+4.68%

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