C.T. Fitzpatrick - Vulcan Value Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
Holdings Activity Buys Sells    History
Holding/activity history for  UnitedHealth Group Inc. (UNH)
← All UNH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 912,674 6.55 Reduce 15.75% 1.03 $255.97–357.87 · VW $294.81i $246,960,458 SEC
2025   Q4 1,083,267 6.57 Reduce 9.60% 0.72 $304.53–381.00 · VW $338.55i $357,665,000 SEC
2025   Q3 1,198,338 7.50 Reduce 2.00% 0.14 $234.60–362.31 · VW $314.07i $413,875,841 SEC
2025   Q2 1,222,825 6.97 Add 696.18% 6.09 $248.88–606.36 · VW $389.07i $395,120,333 SEC
2025   Q1 153,586 1.51 Add 35.33% 0.39 $438.50–553.91 · VW $505.39i $80,431,929 SEC
2024   Q4 113,489 0.96 Buy 0.96 $475.82–630.73 · VW $537.47i $57,397,067 SEC
2024   Q3 0 0.00 Sell 100.00% 1.30 $484.50–607.94 · VW $559.04i SEC
2024   Q2 167,470 1.30 Reduce 6.57% 0.08 $436.38–528.16 · VW $491.27i $85,117,000 SEC
2024   Q1 179,241 1.29 Add 70.31% 0.53 $468.19–549.00 · VW $503.96i $88,611,000 SEC
2023   Q4 105,244 0.81 Reduce 14.91% 0.14 $503.14–554.70 · VW $528.10i $55,502,000 SEC
2023   Q3 123,681 0.95 Buy 0.95 $447.18–515.86 · VW $489.08i $62,437,000 SEC
2020   Q1 0 0.00 Sell 100.00% <0.01 $187.72–306.71 · VW $247.94i SEC
2019   Q4 651 <0.01 Buy <0.01 $212.08–300.00 · VW $268.69i $191,000 SEC
2017   Q3 0 0.00 Sell 100.00% 0.98 $183.86–200.76 · VW $193.49i SEC
2017   Q2 579,873 0.98 Reduce 1.94% 0.02 $164.25–188.66 · VW $179.44i $107,520,000 SEC
2017   Q1 591,371 0.86 Reduce 1.02% <0.01 $156.09–172.14 · VW $164.08i $96,991,000 SEC
2016   Q4 597,494 0.88 Reduce 35.71% 0.43 $133.03–164.00 · VW $152.36i $95,623,000 SEC
2016   Q3 929,431 1.21 Buy 1.21 $132.39–144.48 · VW $138.96i $130,120,000 SEC
Price snapshot:
Current price$429.09
Avg. buy price$346.65
+/- since buy23.78%
52-week low$228.48
52-week high$434.30