Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
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   Q1 0 0.00 Sell 100.00% 0.04 $438.50–553.91 · VW $505.39i SEC
2024   Q4 2,364 0.04 Buy 0.04 $475.82–630.73 · VW $537.47i $1,195,853 SEC
2023   Q1 0 0.00 Sell 100.00% 0.06 $457.59–525.63 · VW $485.27i SEC
2022   Q4 1,733 0.06 Buy 0.06 $487.74–558.10 · VW $525.34i $918,802 SEC
2022   Q2 0 0.00 Sell 100.00% 0.07 $449.70–553.29 · VW $505.54i SEC
2022   Q1 2,435 0.07 Reduce 40.07% 0.04 $445.74–521.89 · VW $492.53i $1,242,000 SEC
2021   Q4 4,063 0.11 Add 6.36% <0.01 $383.12–509.23 · VW $464.83i $2,040,000 SEC
2021   Q3 3,820 0.09 Buy 0.09 $390.46–431.36 · VW $404.19i $1,493,000 SEC
2020   Q3 0 0.00 Sell 100.00% 0.03 $287.10–324.57 · VW $307.81i SEC
2020   Q2 1,014 0.03 Buy 0.03 $226.03–315.84 · VW $278.94i $299,000 SEC
Price snapshot:
Current price$429.09
52-week low$228.48
52-week high$434.30