John Armitage - Egerton Capital (UK)
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
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
2023   Q2 0 0.00 Sell 100.00% 0.53 $445.68–530.45 · VW $485.59i SEC
2023   Q1 89,364 0.53 Reduce 91.60% 5.11 $457.59–525.63 · VW $485.27i $42,232,533 SEC
2022   Q4 1,064,026 5.58 Reduce 7.44% 0.38 $487.74–558.10 · VW $525.34i $564,125,305 SEC
2022   Q3 1,149,499 5.10 Reduce 23.23% 1.37 $492.25–553.13 · VW $516.81i $580,543,000 SEC
2022   Q2 1,497,320 5.90 Reduce 8.44% 0.42 $449.70–553.29 · VW $505.54i $769,068,000 SEC
2022   Q1 1,635,327 4.98 Reduce 19.36% 1.02 $445.74–521.89 · VW $492.53i $833,968,000 SEC
2021   Q4 2,027,925 5.26 Reduce 2.07% 0.09 $383.12–509.23 · VW $464.83i $1,018,302,000 SEC
2021   Q3 2,070,875 4.22 Reduce 1.60% 0.07 $390.46–431.36 · VW $404.19i $809,174,000 SEC
2021   Q2 2,104,602 4.53 Add 12.57% 0.51 $360.55–425.98 · VW $395.66i $842,767,000 SEC
2021   Q1 1,869,579 3.93 Add 3.97% 0.15 $320.35–380.50 · VW $357.64i $695,614,000 SEC
2020   Q4 1,798,110 3.81 Reduce 28.95% 1.50 $299.60–367.95 · VW $339.41i $630,561,000 SEC
2020   Q3 2,530,753 5.18 Reduce 10.79% 0.71 $287.10–324.57 · VW $307.81i $789,013,000 SEC
2020   Q2 2,836,863 6.61 Add 56.90% 2.40 $226.03–315.84 · VW $278.94i $836,733,000 SEC
2020   Q1 1,808,044 5.03 Reduce 35.58% 2.21 $187.72–306.71 · VW $247.94i $450,890,000 SEC
2019   Q4 2,806,805 6.22 Buy 6.22 $212.08–300.00 · VW $268.69i $825,145,000 SEC
2019   Q3 0 0.00 Sell 100.00% 0.37 $213.12–268.69 · VW $233.04i SEC
2019   Q2 194,003 0.37 Reduce 68.03% 0.76 $208.07–253.49 · VW $235.19i $47,339,000 SEC
2019   Q1 606,869 1.12 Reduce 75.38% 4.04 $234.51–272.49 · VW $251.42i $150,054,000 SEC
2018   Q4 2,465,101 5.36 Add 62.09% 2.05 $231.81–287.94 · VW $256.29i $614,106,000 SEC
2018   Q3 1,520,811 3.14 Reduce 44.69% 2.40 $244.12–271.16 · VW $260.44i $404,597,000 SEC
2018   Q2 2,749,772 5.37 Add 26.96% 1.14 $214.63–256.73 · VW $238.90i $674,629,000 SEC
2018   Q1 2,165,874 3.90 Add 29.43% 0.89 $208.48–250.79 · VW $224.42i $463,497,000 SEC
2017   Q4 1,673,344 3.34 Buy 3.34 $186.00–231.77 · VW $212.74i $368,905,000 SEC
Price snapshot:
Current price$429.09
52-week low$228.48
52-week high$434.30