David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
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
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