David Katz - Matrix Asset Advisors
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% | 0.02 | $255.97–357.87 · VW $294.81i | SEC | |
| 2025 Q4 | 721 | 0.02 | Reduce 3.22% | <0.01 | $304.53–381.00 · VW $338.55i | $237,911 | SEC |
| 2025 Q3 | 745 | 0.02 | Buy | 0.02 | $234.60–362.31 · VW $314.07i | $257,127 | SEC |
| 2025 Q2 | 0 | 0.00 | Sell 100.00% | 1.00 | $248.88–606.36 · VW $389.07i | SEC | |
| 2025 Q1 | 17,384 | 1.00 | Reduce 0.16% | <0.01 | $438.50–553.91 · VW $505.39i | $9,104,868 | SEC |
| 2024 Q4 | 17,411 | 0.96 | Reduce 29.00% | 0.46 | $475.82–630.73 · VW $537.47i | $8,807,528 | SEC |
| 2024 Q3 | 24,523 | 1.59 | Reduce 1.46% | 0.02 | $484.50–607.94 · VW $559.04i | $14,338,108 | SEC |
| 2024 Q2 | 24,886 | 1.51 | Reduce 0.39% | <0.01 | $436.38–528.16 · VW $491.27i | $12,673,000 | SEC |
| 2024 Q1 | 24,983 | 1.48 | Add 32.55% | 0.36 | $468.19–549.00 · VW $503.96i | $12,359,090 | SEC |
| 2023 Q4 | 18,848 | 1.26 | Reduce 0.66% | <0.01 | $503.14–554.70 · VW $528.10i | $9,922,907 | SEC |
| 2023 Q3 | 18,973 | 1.36 | Add 168.82% | 0.85 | $447.18–515.86 · VW $489.08i | $9,565,997 | SEC |
| 2023 Q2 | 7,058 | 0.47 | Buy | 0.47 | $445.68–530.45 · VW $485.59i | $3,392,357 | SEC |
| 2017 Q1 | 0 | 0.00 | Sell 100.00% | 0.11 | $156.09–172.14 · VW $164.08i | SEC | |
| 2016 Q4 | 4,043 | 0.11 | Reduce 1.34% | <0.01 | $133.03–164.00 · VW $152.36i | $647,000 | SEC |
| 2016 Q3 | 4,098 | 0.10 | Buy | 0.10 | $132.39–144.48 · VW $138.96i | $574,000 | SEC |
| 2005 Q1 | 0 | 0.00 | Sell 100.00% | 0.07 | $42.63–48.33 · VW $46.21i | SEC | |
| 2004 Q4 | 20,200 | 0.07 | Buy | 0.07 | $32.31–44.38 · VW $40.23i | $889,000 | SEC |
| 2003 Q1 | 0 | 0.00 | Sell 100.00% | 0.52 | $19.60–23.17 · VW $21.90i | SEC | |
| 2002 Q4 | 157,600 | 0.52 | Buy | 0.52 | $18.76–25.25 · VW $21.63i | $3,290,000 | SEC |
| 2002 Q3 | 0 | 0.00 | Sell 100.00% | 0.04 | $20.37–24.08 · VW $22.08i | SEC | |
| 2002 Q2 | 10,280 | 0.04 | Buy | 0.04 | $18.78–24.47 · VW $22.05i | $235,000 | SEC |
| 2000 Q2 | 0 | 0.00 | Sell 100.00% | 0.14 | $7.22–11.13 · VW $9.69i | SEC | |
| 2000 Q1 | 49,200 | 0.14 | Buy | 0.14 | $5.80–8.09 · VW $7.11i | $367,000 | SEC |
Price snapshot:
Current price$429.09
52-week low$228.48
52-week high$434.30