Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
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 1,247,476 1.55 Reduce 2.04% 0.04 $255.97–357.87 · VW $294.81i $337,558,972 SEC
2025   Q4 1,273,400 1.89 Add 11.77% 0.20 $304.53–381.00 · VW $338.55i $420,368,751 SEC
2025   Q3 1,139,303 2.05 Add 0.57% 0.01 $234.60–362.31 · VW $314.07i $393,401,326 SEC
2025   Q2 1,132,885 1.89 Add 2234.93% 1.81 $248.88–606.36 · VW $389.07i $353,426,134 SEC
2025   Q1 48,519 0.15 Reduce 5.08% <0.01 $438.50–553.91 · VW $505.39i $25,411,827 SEC
2024   Q4 51,115 0.15 Reduce 0.03% <0.01 $475.82–630.73 · VW $537.47i $25,857,034 SEC
2024   Q3 51,132 0.17 Reduce 43.37% 0.12 $484.50–607.94 · VW $559.04i $29,895,858 SEC
2024   Q2 90,293 0.27 Add 0.49% <0.01 $436.38–528.16 · VW $491.27i $45,982,613 SEC
2024   Q1 89,853 0.25 Reduce 17.06% 0.05 $468.19–549.00 · VW $503.96i $44,450,279 SEC
2023   Q4 108,331 0.32 Reduce 4.71% 0.02 $503.14–554.70 · VW $528.10i $57,033,494 SEC
2023   Q3 113,684 0.36 Reduce 0.10% <0.01 $447.18–515.86 · VW $489.08i $57,318,827 SEC
2023   Q2 113,794 0.33 Reduce 0.91% <0.01 $445.68–530.45 · VW $485.59i $54,694,048 SEC
2023   Q1 114,842 0.36 Reduce 1.15% <0.01 $457.59–525.63 · VW $485.27i $54,273,176 SEC
2022   Q4 116,177 0.42 Reduce 5.08% 0.02 $487.74–558.10 · VW $525.34i $61,594,722 SEC
2022   Q3 122,391 0.44 Reduce 0.61% <0.01 $492.25–553.13 · VW $516.81i $61,812,000 SEC
2022   Q2 123,138 0.41 Reduce 19.57% 0.08 $449.70–553.29 · VW $505.54i $63,247,000 SEC
2022   Q1 153,093 0.39 Reduce 14.34% 0.06 $445.74–521.89 · VW $492.53i $78,073,000 SEC
2021   Q4 178,719 0.42 Reduce 4.44% 0.02 $383.12–509.23 · VW $464.83i $89,742,000 SEC
2021   Q3 187,028 0.34 Reduce 4.09% 0.01 $390.46–431.36 · VW $404.19i $73,079,000 SEC
2021   Q2 195,000 0.33 Reduce 0.58% <0.01 $360.55–425.98 · VW $395.66i $78,086,000 SEC
2021   Q1 196,144 0.34 Reduce 0.64% <0.01 $320.35–380.50 · VW $357.64i $72,979,000 SEC
2020   Q4 197,400 0.36 Add 0.19% <0.01 $299.60–367.95 · VW $339.41i $69,224,000 SEC
2020   Q3 197,027 0.37 Reduce 2.11% <0.01 $287.10–324.57 · VW $307.81i $61,427,000 SEC
2020   Q2 201,279 0.36 Reduce 6.65% 0.03 $226.03–315.84 · VW $278.94i $59,367,000 SEC
2020   Q1 215,616 0.38 Reduce 2.52% <0.01 $187.72–306.71 · VW $247.94i $53,770,000 SEC
2019   Q4 221,196 0.33 Reduce 5.91% 0.02 $212.08–300.00 · VW $268.69i $65,027,000 SEC
2019   Q3 235,081 0.27 Add 17.85% 0.04 $213.12–268.69 · VW $233.04i $51,088,000 SEC
2019   Q2 199,480 0.25 Add 60.87% 0.09 $208.07–253.49 · VW $235.19i $48,675,000 SEC
2019   Q1 124,001 0.16 Add 120.22% 0.09 $234.51–272.49 · VW $251.42i $30,660,000 SEC
2018   Q4 56,308 0.08 Add 3.57% <0.01 $231.81–287.94 · VW $256.29i $13,999,000 SEC
2018   Q3 54,368 0.06 Add 0.13% <0.01 $244.12–271.16 · VW $260.44i $14,464,000 SEC
2018   Q2 54,296 0.06 Reduce 1.34% <0.01 $214.63–256.73 · VW $238.90i $13,321,000 SEC
2018   Q1 55,035 0.05 Reduce 17.50% 0.01 $208.48–250.79 · VW $224.42i $11,778,000 SEC
2017   Q4 66,706 0.06 Reduce 94.89% 1.04 $186.00–231.77 · VW $212.74i $14,706,000 SEC
2017   Q3 1,305,135 1.10 Reduce 48.49% 1.00 $183.86–200.76 · VW $193.49i $255,634,000 SEC
2017   Q2 2,533,733 2.07 Reduce 13.05% 0.27 $164.25–188.66 · VW $179.44i $469,805,000 SEC
2017   Q1 2,914,023 2.08 Reduce 4.12% 0.09 $156.09–172.14 · VW $164.08i $477,929,000 SEC
2016   Q4 3,039,188 2.15 Reduce 6.51% 0.13 $133.03–164.00 · VW $152.36i $486,392,000 SEC
2016   Q3 3,250,827 2.01 Reduce 6.71% 0.15 $132.39–144.48 · VW $138.96i $455,116,000 SEC
2016   Q2 3,484,617 2.24 Reduce 8.56% 0.19 $125.26–141.31 · VW $135.92i $492,028,000 SEC
2016   Q1 3,810,683 2.25 Reduce 4.65% 0.10 $107.51–131.10 · VW $122.50i $491,197,000 SEC
2015   Q4 3,996,369 2.05 Reduce 29.72% 0.85 $109.61–125.99 · VW $117.75i $470,133,000 SEC
2015   Q3 5,686,417 2.86 Reduce 16.64% 0.51 $95.00–126.21 · VW $112.41i $659,681,000 SEC
2015   Q2 6,821,144 3.05 Reduce 18.09% 0.64 $111.12–124.11 · VW $119.08i $832,180,000 SEC
2015   Q1 8,327,902 3.51 Reduce 27.34% 1.07 $98.46–123.76 · VW $113.50i $985,108,000 SEC
2014   Q4 11,461,371 3.92 Reduce 13.65% 0.51 $80.72–104.00 · VW $95.27i $1,158,630,000 SEC
2014   Q3 13,273,506 3.73 Reduce 1.84% 0.06 $78.74–88.85 · VW $84.61i $1,144,865,000 SEC
2014   Q2 13,522,334 3.43 Reduce 6.42% 0.22 $73.61–83.05 · VW $79.47i $1,105,475,000 SEC
2014   Q1 14,450,329 3.39 Reduce 7.31% 0.21 $69.57–83.32 · VW $78.29i $1,184,782,000 SEC
2013   Q4 15,589,667 2.93 Add 4.77% 0.13 $66.72–75.54 · VW $72.52i $1,173,902,000 SEC
2013   Q3 14,880,244 2.83 Add 0.88% 0.02 $64.65–75.88 · VW $70.71i $1,065,574,000 SEC
2013   Q2 14,750,586 2.50 Add 80.72% 1.12 $57.01–66.19 · VW $62.89i $965,868,000 SEC
2013   Q1 8,162,027 1.18 Buy 1.18 $51.36–58.26 · VW $55.61i $466,950,000 SEC
2010   Q3 0 0.00 Sell 100.00% <0.01 $27.13–35.94 · VW $32.73i SEC
2010   Q2 166,425 <0.01 Reduce 29.69% $27.97–34.00 · VW $30.12i $4,726,000 SEC
2010   Q1 236,685 0.00 Reduce 91.49% 0.19 $30.97–36.07 · VW $33.24i $7,732,000 SEC
2009   Q4 2,781,889 0.21 Reduce 90.02% 1.61 $23.50–33.25 · VW $29.08i $84,792,000 SEC
2009   Q3 27,881,821 1.79 Add 1.60% 0.03 $23.69–30.00 · VW $26.24i $698,161,000 SEC
2009   Q2 27,442,948 1.73 Reduce 1.72% 0.04 $19.85–29.69 · VW $24.84i $685,525,000 SEC
2009   Q1 27,922,803 2.04 Reduce 6.56% 0.14 $16.18–30.25 · VW $22.45i $583,512,000 SEC
2008   Q4 29,884,391 2.20 Reduce 2.50% 0.04 $14.51–27.31 · VW $22.81i $796,125,000 SEC
2008   Q3 30,649,420 1.52 Reduce 0.20% <0.01 $21.00–33.49 · VW $26.63i $778,189,000 SEC
2008   Q2 30,709,400 1.43 Add 15.12% 0.19 $25.50–38.33 · VW $30.03i $806,122,000 SEC
2008   Q1 26,676,969 1.60 Add 14.18% 0.20 $33.57–57.86 · VW $41.93i $916,621,000 SEC
2007   Q4 23,363,455 2.00 Add 12.96% 0.23 $46.59–59.46 · VW $54.75i $1,359,753,000 SEC
2007   Q3 20,683,471 1.51 Add 4.34% 0.06 $45.82–54.10 · VW $49.45i $865,693,000 SEC
2007   Q2 19,822,212 1.58 Add 2.14% 0.03 $50.70–55.90 · VW $52.58i $1,013,708,000 SEC
2007   Q1 19,407,238 1.68 Add 0.47% <0.01 $50.51–57.10 · VW $53.53i $1,028,001,000 SEC
2006   Q4 19,316,302 1.66 Add 86910.37% 1.66 $45.12–54.46 · VW $51.10i $1,037,865,000 SEC
2006   Q3 22,200 <0.01 $49.19 $1,092,000 SEC
2006   Q2 22,200 <0.01 Buy <0.01 $41.44–56.60 · VW $47.61i $994,000 SEC
Price snapshot:
Current price$429.09
Avg. buy price$309.81
+/- since buy38.50%
52-week low$228.48
52-week high$434.30