UNITEDHEALTH GROUP INC
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Ninety One UK Ltd | 92,699 | 1,103,370 | +1,010,671 | 0.06 | 1.03 | +0.97 | buy |
| Swedbank AB | 1,110,658 | 1,731,505 | +620,847 | 0.32 | 0.62 | +0.30 | buy |
| Robeco Institutional Asset Management B.V. | 203,539 | 749,166 | +545,627 | 0.08 | 0.38 | +0.30 | buy |
| OFI INVEST ASSET MANAGEMENT | 4,744 | 355,341 | +350,597 | 0.02 | 1.29 | +1.27 | buy |
| Mediolanum International Funds Ltd | 63,933 | 271,734 | +207,801 | 0.18 | 0.98 | +0.80 | buy |
| Alecta Tjanstepension Omsesidigt | 464,800 | 533,000 | +68,200 | 0.61 | 0.93 | +0.32 | buy |
| Annex Advisory Services, LLC | 26,420 | 68,577 | +42,157 | 0.13 | 0.49 | +0.35 | buy |
| Simplify Asset Management Inc. | 2,901 | 42,212 | +39,311 | 0.01 | 0.25 | +0.24 | buy |
| LBP AM SA | 29,765 | 63,401 | +33,636 | 0.11 | 0.26 | +0.15 | buy |
| Sava Infond d.o.o. | 19,510 | 53,018 | +33,508 | 0.75 | 1.56 | +0.81 | buy |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 41,000 | 71,500 | +30,500 | 0.39 | 0.91 | +0.52 | buy |
| Teamwork Financial Advisors, LLC | 1,602 | 31,314 | +29,712 | 0.05 | 1.21 | +1.17 | buy |
| IFM Investors Pty Ltd | 184,497 | 207,547 | +23,050 | 0.42 | 0.57 | +0.15 | buy |
| Ninety One SA (PTY) Ltd | 11,142 | 32,257 | +21,115 | 0.13 | 0.73 | +0.60 | buy |
| Curated Wealth Partners LLC | 1,086 | 21,322 | +20,236 | 0.04 | 0.95 | +0.91 | buy |
| TrueMark Investments, LLC | 18,844 | 38,459 | +19,615 | 0.99 | 2.00 | +1.01 | buy |
| SCHARF INVESTMENTS, LLC | 174,602 | 189,754 | +15,152 | 1.46 | 2.61 | +1.15 | buy |
| ABN AMRO INVESTMENT SOLUTIONS | 59,677 | 72,210 | +12,533 | 0.21 | 0.26 | +0.05 | buy |
| Czech National Bank | 246,701 | 258,493 | +11,792 | 0.44 | 0.59 | +0.15 | buy |
| Summit Financial Wealth Advisors, LLC | 29,906 | 41,672 | +11,766 | 1.15 | 2.21 | +1.07 | buy |
| Trilogy Capital Inc. | 1,221 | 12,033 | +10,812 | 0.01 | 0.20 | +0.18 | buy |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 9,725 | 17,582 | +7,857 | 0.14 | 0.34 | +0.20 | buy |
| ASR Vermogensbeheer N.V. | 211,700 | 217,641 | +5,941 | 0.67 | 0.93 | +0.26 | buy |
| China Universal Asset Management Co., Ltd. | 2,579 | 8,347 | +5,768 | 0.05 | 0.21 | +0.15 | buy |
| Canoe Financial LP | 45,419 | 50,838 | +5,419 | 0.17 | 0.26 | +0.09 | buy |
| TOTH FINANCIAL ADVISORY CORP | 20,932 | 26,164 | +5,232 | 0.62 | 1.06 | +0.44 | buy |
| INTACT INVESTMENT MANAGEMENT INC. | 43,900 | 48,370 | +4,470 | 0.34 | 0.57 | +0.23 | buy |
| Perpetual Ltd | 80,162 | 84,327 | +4,165 | 0.33 | 0.50 | +0.17 | buy |
| Central Pacific Bank - Trust Division | 11,055 | 15,098 | +4,043 | 0.38 | 0.64 | +0.26 | buy |
| Generali Investments, Management Co LLC | 4,994 | 9,024 | +4,030 | 0.31 | 0.81 | +0.50 | buy |
| Interchange Capital Partners, LLC | 4,293 | 8,088 | +3,795 | 0.71 | 0.63 | -0.08 | buy |
| OLD NATIONAL BANCORP /IN/ | 48,387 | 52,077 | +3,690 | 0.22 | 0.43 | +0.21 | buy |
| Sivia Capital Partners, LLC | 830 | 4,206 | +3,376 | 0.04 | 0.21 | +0.17 | buy |
| Fiduciary Alliance LLC | 12,269 | 15,616 | +3,347 | 0.23 | 0.44 | +0.21 | buy |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 474,885 | 477,964 | +3,079 | 0.71 | 1.00 | +0.29 | buy |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 7,379 | 10,448 | +3,069 | 0.34 | 0.65 | +0.31 | buy |
| LS Investment Advisors, LLC | 880 | 3,536 | +2,656 | 0.04 | 0.20 | +0.16 | buy |
| Abundance Wealth Counselors | 3,319 | 5,768 | +2,449 | 0.13 | 0.16 | +0.03 | buy |
| Realta Investment Advisors | 2,560 | 4,897 | +2,337 | 0.24 | 0.63 | +0.39 | buy |
| FNY Investment Advisers, LLC | 100 | 2,400 | +2,300 | 0.01 | 0.36 | +0.35 | buy |
| Oak Thistle LLC | 18,220 | 20,411 | +2,191 | 0.48 | 0.82 | +0.34 | buy |
| Accredited Investors Inc. | 9,668 | 11,819 | +2,151 | 0.14 | 0.21 | +0.07 | buy |
| NorthCrest Asset Manangement, LLC | 15,545 | 17,624 | +2,079 | 0.13 | 0.20 | +0.06 | buy |
| BigSur Wealth Management LLC | 6,694 | 8,694 | +2,000 | 0.51 | 0.87 | +0.36 | buy |
| Premier Path Wealth Partners, LLC | 5,928 | 7,830 | +1,902 | 0.21 | 0.37 | +0.17 | buy |
| Great Waters Wealth Management | 18,736 | 20,620 | +1,884 | 0.54 | 0.79 | +0.26 | buy |
| Victrix Investment Advisors | 21,568 | 23,443 | +1,875 | 2.12 | 4.08 | +1.97 | buy |
| RATIONAL ADVISORS, INC. | 295 | 2,155 | +1,860 | 0.01 | 0.08 | +0.07 | buy |
| GREENLEAF TRUST | 16,239 | 18,096 | +1,857 | 0.04 | 0.07 | +0.03 | buy |
| Aaron Wealth Advisors LLC | 8,947 | 10,803 | +1,856 | 0.14 | 0.23 | +0.09 | buy |
| NWAM LLC | 3,958 | 5,805 | +1,847 | 0.06 | 0.12 | +0.06 | buy |
| Ballast, Inc. | 15,693 | 17,484 | +1,791 | 0.98 | 1.37 | +0.39 | buy |
| MILESTONE ASSET MANAGEMENT, LLC | 9,128 | 10,910 | +1,782 | 0.46 | 0.71 | +0.26 | buy |
| TEMA ETFS LLC | 23,986 | 25,668 | +1,682 | 0.44 | 0.34 | -0.09 | buy |
| SAX WEALTH ADVISORS, LLC | 683 | 2,300 | +1,617 | 0.01 | 0.03 | +0.01 | buy |
| Confluence Wealth Services, Inc. | 6,482 | 7,916 | +1,434 | 0.07 | 0.09 | +0.03 | buy |
| XY Planning Network, Inc. | 772 | 2,184 | +1,412 | 0.03 | 0.11 | +0.08 | buy |
| Everhart Financial Group, Inc. | 5,347 | 6,732 | +1,385 | 0.12 | 0.18 | +0.06 | buy |
| WADDELL & ASSOCIATES, LLC | 2,287 | 3,667 | +1,380 | 0.03 | 0.08 | +0.04 | buy |
| CFS Investment Advisory Services, LLC | 3,843 | 5,180 | +1,337 | 0.09 | 0.15 | +0.06 | buy |
| ZWJ INVESTMENT COUNSEL INC | 3,357 | 4,624 | +1,267 | 0.03 | 0.06 | +0.03 | buy |
| Grant Private Wealth Management Inc | 2,854 | 4,117 | +1,263 | 0.41 | 0.72 | +0.31 | buy |
| AA Financial Advisors, LLC | 1,029 | 2,291 | +1,262 | 0.04 | 0.11 | +0.08 | buy |
| Smith Salley Wealth Management | 15,850 | 17,096 | +1,246 | 0.22 | 0.31 | +0.09 | buy |
| WHITENER CAPITAL MANAGEMENT, INC. | 2,722 | 3,893 | +1,171 | 0.17 | 0.34 | +0.17 | buy |
| FULTON BANK, N.A. | 7,710 | 8,874 | +1,164 | 0.07 | 0.11 | +0.04 | buy |
| GRIMES & COMPANY, INC. | 7,767 | 8,880 | +1,113 | 0.06 | 0.08 | +0.02 | buy |
| Aprio Wealth Management, LLC | 2,503 | 3,560 | +1,057 | 0.04 | 0.07 | +0.04 | buy |
| Emerald Advisors, LLC | 1,287 | 2,339 | +1,052 | 0.04 | 0.12 | +0.08 | buy |
| E Fund Management (Hong Kong) Co., Ltd. | 93 | 1,088 | +995 | 0.01 | 0.15 | +0.14 | buy |
| First American Bank | 22,480 | 23,464 | +984 | 0.38 | 0.54 | +0.16 | buy |
| FIRST CITIZENS BANK & TRUST CO | 16,674 | 17,641 | +967 | 0.10 | 0.11 | +0.01 | buy |
| E. Ohman J:or Asset Management AB | 30,779 | 31,689 | +910 | 0.22 | 0.31 | +0.09 | buy |
| LVW Advisors, LLC | 2,054 | 2,960 | +906 | 0.05 | 0.11 | +0.05 | buy |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,010 | 2,855 | +845 | 0.14 | 0.24 | +0.10 | buy |
| Ariston Services Group | 0 | 789 | +789 | 0.15 | 0.18 | +0.03 | buy |
| Facet Wealth, Inc. | 2,121 | 2,877 | +756 | 0.01 | 0.02 | +0.01 | buy |
| WEST PACES ADVISORS INC. | 3,218 | 3,953 | +735 | 0.17 | 0.28 | +0.11 | buy |
| MBL Wealth, LLC | 1,958 | 2,688 | +730 | 0.04 | 0.08 | +0.04 | buy |
| CAPITAL ADVISORS INC/OK | 8,026 | 8,751 | +725 | 0.03 | 0.05 | +0.02 | buy |
| Fifth Third Wealth Advisors LLC | 15,955 | 16,615 | +660 | 0.15 | 0.19 | +0.05 | buy |
| ASPIRIANT, LLC | 2,760 | 3,379 | +619 | 0.02 | 0.03 | +0.01 | buy |
| Brown Miller Wealth Management, LLC | 11,067 | 11,685 | +618 | 0.85 | 1.22 | +0.37 | buy |
| CWA Asset Management Group, LLC | 4,389 | 5,006 | +617 | 0.04 | 0.06 | +0.02 | buy |
| PRECEDENT WEALTH PARTNERS, LLC | 4,502 | 5,103 | +601 | 0.24 | 0.35 | +0.11 | buy |
| Abel Hall, LLC | 2,269 | 2,865 | +596 | 0.13 | 0.21 | +0.07 | buy |
| Lodestone Wealth Management LLC | 2,617 | 3,212 | +595 | 0.28 | 0.47 | +0.19 | buy |
| CITY HOLDING CO | 5,778 | 6,369 | +591 | 0.20 | 0.30 | +0.10 | buy |
| Ignite Planners, LLC | 1,347 | 1,922 | +575 | 0.06 | 0.11 | +0.05 | buy |
| Trust Point Inc. | 2,387 | 2,958 | +571 | 0.06 | 0.10 | +0.05 | buy |
| FSM Wealth Advisors, LLC | 2,340 | 2,903 | +563 | 0.08 | 0.13 | +0.05 | buy |
| DRIVE WEALTH MANAGEMENT, LLC | 1,711 | 2,268 | +557 | 0.10 | 0.17 | +0.07 | buy |
| Baron Wealth Management LLC | 1,417 | 1,957 | +540 | 0.11 | 0.21 | +0.10 | buy |
| RIVERSEDGE ADVISORS, LLC | 1,211 | 1,746 | +535 | 0.05 | 0.10 | +0.04 | buy |
| LIFELONG WEALTH ADVISORS, INC. | 1,449 | 1,975 | +526 | 0.10 | 0.19 | +0.09 | buy |
| HORIZON FINANCIAL SERVICES, LLC | 773 | 1,295 | +522 | 0.09 | 0.21 | +0.11 | buy |
| Magnus Financial Group LLC | 5,632 | 6,151 | +519 | 0.12 | 0.18 | +0.06 | buy |
| B. Riley Wealth Advisors, Inc. | 11,303 | 11,819 | +516 | 0.19 | 0.27 | +0.08 | buy |
| TOMPKINS FINANCIAL CORP | 1,293 | 1,793 | +500 | 0.03 | 0.05 | +0.02 | buy |
| ESG Planning DBA Harper Investing | 5,322 | 5,806 | +484 | 0.63 | 0.81 | +0.19 | buy |