John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
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
2026   Q1 9,466,756 1.41 Add 3.20% 0.04 $255.97–357.87 · VW $294.81i $2,561,609,506 SEC
2025   Q4 9,172,769 1.63 Reduce 3.50% 0.06 $304.53–381.00 · VW $338.55i $3,028,022,775 SEC
2025   Q3 9,505,636 1.77 Add 8.63% 0.14 $234.60–362.31 · VW $314.07i $3,282,296,111 SEC
2025   Q2 8,750,560 1.53 Add 117.66% 0.83 $248.88–606.36 · VW $389.07i $2,729,912,203 SEC
2025   Q1 4,020,368 1.20 Reduce 1.78% 0.02 $438.50–553.91 · VW $505.39i $2,105,667,740 SEC
2024   Q4 4,093,228 1.20 Add 4.90% 0.06 $475.82–630.73 · VW $537.47i $2,070,600,316 SEC
2024   Q3 3,902,210 1.29 Reduce 0.49% <0.01 $484.50–607.94 · VW $559.04i $2,281,544,143 SEC
2024   Q2 3,921,445 1.20 Reduce 0.62% <0.01 $436.38–528.16 · VW $491.27i $1,997,035,081 SEC
2024   Q1 3,946,005 1.13 Add 15.85% 0.15 $468.19–549.00 · VW $503.96i $1,952,088,674 SEC
2023   Q4 3,406,192 1.14 Reduce 1.19% 0.01 $503.14–554.70 · VW $528.10i $1,793,257,902 SEC
2023   Q3 3,447,190 1.18 Add 0.01% <0.01 $447.18–515.86 · VW $489.08i $1,738,038,726 SEC
2023   Q2 3,446,770 1.11 Reduce 1.22% 0.01 $445.68–530.45 · VW $485.59i $1,656,655,533 SEC
2023   Q1 3,489,512 1.13 Reduce 1.11% 0.01 $457.59–525.63 · VW $485.27i $1,649,108,476 SEC
2022   Q4 3,528,710 1.29 Reduce 7.20% 0.11 $487.74–558.10 · VW $525.34i $1,870,851,468 SEC
2022   Q3 3,802,415 1.46 Reduce 6.27% 0.09 $492.25–553.13 · VW $516.81i $1,920,372,000 SEC
2022   Q2 4,056,590 1.45 Reduce 4.47% 0.06 $449.70–553.29 · VW $505.54i $2,083,586,000 SEC
2022   Q1 4,246,215 1.32 Reduce 0.67% <0.01 $445.74–521.89 · VW $492.53i $2,165,442,000 SEC
2021   Q4 4,274,705 1.33 Reduce 3.08% 0.03 $383.12–509.23 · VW $464.83i $2,146,500,000 SEC
2021   Q3 4,410,525 1.13 Reduce 2.74% 0.03 $390.46–431.36 · VW $404.19i $1,723,369,000 SEC
2021   Q2 4,534,630 1.19 Reduce 5.41% 0.07 $360.55–425.98 · VW $395.66i $1,815,847,000 SEC
2021   Q1 4,793,869 1.28 Reduce 8.61% 0.13 $320.35–380.50 · VW $357.64i $1,783,655,000 SEC
2020   Q4 5,245,261 1.46 Reduce 19.95% 0.37 $299.60–367.95 · VW $339.41i $1,839,408,000 SEC
2020   Q3 6,552,465 1.87 Reduce 1.85% 0.03 $287.10–324.57 · VW $307.81i $2,042,862,000 SEC
2020   Q2 6,675,828 1.82 Reduce 20.92% 0.48 $226.03–315.84 · VW $278.94i $1,969,035,000 SEC
2020   Q1 8,442,314 2.28 Add 1.95% 0.04 $187.72–306.71 · VW $247.94i $2,105,344,000 SEC
2019   Q4 8,281,222 1.87 Add 14.19% 0.23 $212.08–300.00 · VW $268.69i $2,434,514,000 SEC
2019   Q3 7,252,129 1.30 Add 9.37% 0.11 $213.12–268.69 · VW $233.04i $1,576,033,000 SEC
2019   Q2 6,631,047 1.31 Add 5.24% 0.07 $208.07–253.49 · VW $235.19i $1,618,042,000 SEC
2019   Q1 6,300,827 1.28 Reduce 0.71% 0.01 $234.51–272.49 · VW $251.42i $1,557,942,000 SEC
2018   Q4 6,345,642 1.46 Reduce 1.58% 0.02 $231.81–287.94 · VW $256.29i $1,580,826,000 SEC
2018   Q3 6,447,568 1.32 Reduce 10.27% 0.15 $244.12–271.16 · VW $260.44i $1,715,311,000 SEC
2018   Q2 7,185,453 1.43 Reduce 2.99% 0.04 $214.63–256.73 · VW $238.90i $1,762,879,000 SEC
2018   Q1 7,406,972 1.31 Reduce 21.35% 0.35 $208.48–250.79 · VW $224.42i $1,585,092,000 SEC
2017   Q4 9,417,622 1.65 Reduce 1.96% 0.03 $186.00–231.77 · VW $212.74i $2,076,209,000 SEC
2017   Q3 9,605,624 1.55 Reduce 4.61% 0.07 $183.86–200.76 · VW $193.49i $1,881,261,000 SEC
2017   Q2 10,070,308 1.62 Reduce 0.71% 0.01 $164.25–188.66 · VW $179.44i $1,867,237,000 SEC
2017   Q1 10,142,183 1.45 Reduce 2.13% 0.03 $156.09–172.14 · VW $164.08i $1,663,419,000 SEC
2016   Q4 10,363,411 1.50 Reduce 24.23% 0.44 $133.03–164.00 · VW $152.36i $1,658,560,000 SEC
2016   Q3 13,677,691 1.83 Reduce 7.20% 0.15 $132.39–144.48 · VW $138.96i $1,914,877,000 SEC
2016   Q2 14,739,539 2.13 Reduce 2.92% 0.06 $125.26–141.31 · VW $135.92i $2,081,223,000 SEC
2016   Q1 15,183,189 1.99 Add 9.55% 0.17 $107.51–131.10 · VW $122.50i $1,957,113,000 SEC
2015   Q4 13,859,053 1.66 Add 8.31% 0.13 $109.61–125.99 · VW $117.75i $1,630,379,000 SEC
2015   Q3 12,795,477 1.55 Reduce 22.05% 0.41 $95.00–126.21 · VW $112.41i $1,484,403,000 SEC
2015   Q2 16,415,117 1.87 Reduce 2.85% 0.05 $111.12–124.11 · VW $119.08i $2,002,644,000 SEC
2015   Q1 16,896,393 1.92 Add 0.05% <0.01 $98.46–123.76 · VW $113.50i $1,998,674,000 SEC
2014   Q4 16,887,943 1.65 Reduce 0.12% <0.01 $80.72–104.00 · VW $95.27i $1,707,202,000 SEC
2014   Q3 16,907,750 1.43 Add 2.23% 0.03 $78.74–88.85 · VW $84.61i $1,458,293,000 SEC
2014   Q2 16,538,560 1.32 Add 26.46% 0.28 $73.61–83.05 · VW $79.47i $1,352,027,000 SEC
2014   Q1 13,078,536 1.13 Add 15.50% 0.15 $69.57–83.32 · VW $78.29i $1,072,309,000 SEC
2013   Q4 11,322,985 0.92 Add 82.61% 0.42 $66.72–75.54 · VW $72.52i $852,621,000 SEC
2013   Q3 6,200,700 0.52 Add 474.26% 0.43 $64.65–75.88 · VW $70.71i $444,032,000 SEC
2013   Q2 1,079,766 0.09 Buy 0.09 $57.01–66.19 · VW $62.89i $70,703,000 SEC
2010   Q4 0 0.00 Sell 100.00% <0.01 $33.94–38.06 · VW $36.04i SEC
2010   Q3 9,300 <0.01 Reduce 99.12% 0.04 $27.13–35.94 · VW $32.73i $327,000 SEC
2010   Q2 1,057,330 0.04 Reduce 95.98% 1.03 $27.97–34.00 · VW $30.12i $30,028,000 SEC
2010   Q1 26,333,131 1.08 Reduce 28.66% 0.43 $30.97–36.07 · VW $33.24i $860,303,000 SEC
2009   Q4 36,914,231 1.49 Reduce 15.11% 0.22 $23.50–33.25 · VW $29.08i $1,125,146,000 SEC
2009   Q3 43,482,531 1.46 Reduce 2.35% 0.04 $23.69–30.00 · VW $26.24i $1,088,803,000 SEC
2009   Q2 44,530,131 1.78 Reduce 3.28% 0.06 $19.85–29.69 · VW $24.84i $1,112,363,000 SEC
2009   Q1 46,041,381 1.85 Reduce 12.13% 0.27 $16.18–30.25 · VW $22.45i $963,646,000 SEC
2008   Q4 52,396,231 2.21 Add 30.09% 0.51 $14.51–27.31 · VW $22.81i $1,393,740,000 SEC
2008   Q3 40,276,065 1.20 Add 24.44% 0.24 $21.00–33.49 · VW $26.63i $1,022,609,000 SEC
2008   Q2 32,364,581 0.84 Add 70.38% 0.35 $25.50–38.33 · VW $30.03i $849,570,000 SEC
2008   Q1 18,995,312 0.62 Add 6.36% 0.04 $33.57–57.86 · VW $41.93i $652,679,000 SEC
2007   Q4 17,859,862 0.88 Add 58.84% 0.33 $46.59–59.46 · VW $54.75i $1,039,444,000 SEC
2007   Q3 11,244,000 0.42 Buy 0.42 $45.82–54.10 · VW $49.45i $544,547,000 SEC
Price snapshot:
Current price$429.09
Avg. buy price$264.82
+/- since buy62.03%
52-week low$228.48
52-week high$434.30