Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
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 0 0.00 Sell 100.00% <0.01 $255.97–357.87 · VW $294.81i SEC
2025   Q4 1,197 <0.01 Reduce 19.29% <0.01 $304.53–381.00 · VW $338.55i $395,225 SEC
2025   Q3 1,483 <0.01 Reduce 75.98% <0.01 $234.60–362.31 · VW $314.07i $511,943 SEC
2025   Q2 6,174 0.01 Reduce 99.40% 1.70 $248.88–606.36 · VW $389.07i $1,926,106 SEC
2025   Q1 1,037,575 1.71 Reduce 7.82% 0.12 $438.50–553.91 · VW $505.39i $543,430,017 SEC
2024   Q4 1,125,593 1.54 Reduce 43.62% 1.31 $475.82–630.73 · VW $537.47i $569,392,234 SEC
2024   Q3 1,996,422 3.01 Reduce 11.23% 0.32 $484.50–607.94 · VW $559.04i $1,167,268,172 SEC
2024   Q2 2,249,052 2.87 Reduce 6.05% 0.17 $436.38–528.16 · VW $491.27i $1,145,352,473 SEC
2024   Q1 2,393,781 2.74 Reduce 1.70% 0.05 $468.19–549.00 · VW $503.96i $1,184,203,557 SEC
2023   Q4 2,435,074 3.09 Reduce 4.06% 0.14 $503.14–554.70 · VW $528.10i $1,281,993,589 SEC
2023   Q3 2,538,134 3.37 Reduce 4.45% 0.14 $447.18–515.86 · VW $489.08i $1,279,701,925 SEC
2023   Q2 2,656,274 3.17 Reduce 2.08% 0.07 $445.68–530.45 · VW $485.59i $1,276,711,346 SEC
2023   Q1 2,712,634 3.38 Reduce 0.48% 0.02 $457.59–525.63 · VW $485.27i $1,281,964,170 SEC
2022   Q4 2,725,675 4.22 Reduce 4.35% 0.18 $487.74–558.10 · VW $525.34i $1,445,098,250 SEC
2022   Q3 2,849,593 4.03 Reduce 2.30% 0.09 $492.25–553.13 · VW $516.81i $1,439,158,000 SEC
2022   Q2 2,916,673 3.96 Reduce 22.49% 0.84 $449.70–553.29 · VW $505.54i $1,498,091,000 SEC
2022   Q1 3,762,772 3.75 Reduce 2.96% 0.10 $445.74–521.89 · VW $492.53i $1,918,901,000 SEC
2021   Q4 3,877,447 3.27 Add 1.85% 0.06 $383.12–509.23 · VW $464.83i $1,947,021,000 SEC
2021   Q3 3,806,974 2.73 Add 1.90% 0.05 $390.46–431.36 · VW $404.19i $1,487,537,000 SEC
2021   Q2 3,736,081 2.87 Add 4.66% 0.13 $360.55–425.98 · VW $395.66i $1,496,076,000 SEC
2021   Q1 3,569,650 2.99 Add 2.76% 0.08 $320.35–380.50 · VW $357.64i $1,328,160,000 SEC
2020   Q4 3,473,709 2.84 Add 1.60% 0.04 $299.60–367.95 · VW $339.41i $1,218,160,000 SEC
2020   Q3 3,419,053 2.86 Buy 2.86 $287.10–324.57 · VW $307.81i $1,065,958,000 SEC
Price snapshot:
Current price$429.09
52-week low$228.48
52-week high$434.30