David Rolfe - Wedgewood Partners
Holding/activity history for UnitedHealth Group Inc. (UNH)
← All UNH superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | 0 | 0.00 | Sell 100.00% | 0.64 | $248.88–606.36 · VW $389.07i | SEC | |
| 2025 Q1 | 10,302 | 0.64 | Reduce 81.40% | 4.49 | $438.50–553.91 · VW $505.39i | $3,173,119 | SEC |
| 2024 Q4 | 55,384 | 5.52 | Reduce 4.57% | 0.29 | $475.82–630.73 · VW $537.47i | $28,016,781 | SEC |
| 2024 Q3 | 58,035 | 6.38 | Reduce 1.50% | 0.10 | $484.50–607.94 · VW $559.04i | $35,161,684 | SEC |
| 2024 Q2 | 58,920 | 6.80 | Reduce 2.11% | 0.13 | $436.38–528.16 · VW $491.27i | $33,306,692 | SEC |
| 2024 Q1 | 60,193 | 6.23 | Add 22.28% | 1.14 | $468.19–549.00 · VW $503.96i | $31,152,761 | SEC |
| 2023 Q4 | 49,224 | 5.35 | Reduce 1.89% | 0.11 | $503.14–554.70 · VW $528.10i | $25,441,461 | SEC |
| 2023 Q3 | 50,171 | 6.05 | Reduce 31.66% | 1.80 | $447.18–515.86 · VW $489.08i | $25,295,636 | SEC |
| 2023 Q2 | 73,417 | 5.69 | Reduce 2.41% | 0.15 | $445.68–530.45 · VW $485.59i | $35,286,000 | SEC |
| 2023 Q1 | 75,228 | 6.03 | Add 24.09% | 1.17 | $457.59–525.63 · VW $485.27i | $35,551,000 | SEC |
| 2022 Q4 | 60,622 | 5.90 | Reduce 0.40% | 0.02 | $487.74–558.10 · VW $525.34i | $32,140,000 | SEC |
| 2022 Q3 | 60,867 | 5.78 | Reduce 2.59% | 0.14 | $492.25–553.13 · VW $516.81i | $30,740,000 | SEC |
| 2022 Q2 | 62,486 | 5.54 | Reduce 1.15% | 0.05 | $449.70–553.29 · VW $505.54i | $32,094,000 | SEC |
| 2022 Q1 | 63,216 | 4.55 | Add 20.49% | 0.77 | $445.74–521.89 · VW $492.53i | $32,238,000 | SEC |
| 2021 Q4 | 52,466 | 3.50 | Add 0.95% | 0.03 | $383.12–509.23 · VW $464.83i | $26,345,000 | SEC |
| 2021 Q3 | 51,972 | 2.86 | Buy | 2.86 | $390.46–431.36 · VW $404.19i | $20,306,000 | SEC |
| 2006 Q1 | 0 | 0.00 | Sell 100.00% | 5.35 | $53.20–62.93 · VW $57.33i | SEC | |
| 2005 Q4 | 533,919 | 5.35 | Buy | 5.35 | $53.84–64.61 · VW $60.20i | $16,578,000 | SEC |
Price snapshot:
Current price$429.09
52-week low$228.48
52-week high$434.30