Robert Goldfarb - Ruane, Cunniff & Goldfarb
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    50
Portfolio value:    $6,028,259,104
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 728,407 3.27 Reduce 2.36% 0.09 $255.97–357.87 · VW $294.81i $197,099,650 SEC
2025   Q4 745,999 3.85 Reduce 1.61% 0.07 $304.53–381.00 · VW $338.55i $246,261,730 SEC
2025   Q3 758,223 4.34 Reduce 0.68% 0.03 $234.60–362.31 · VW $314.07i $261,814,402 SEC
2025   Q2 763,439 4.08 Reduce 7.14% 0.56 $248.88–606.36 · VW $389.07i $238,170,065 SEC
2025   Q1 822,168 7.82 Reduce 1.89% 0.14 $438.50–553.91 · VW $505.39i $430,610,490 SEC
2024   Q4 837,996 7.20 Reduce 13.28% 1.17 $475.82–630.73 · VW $537.47i $423,908,657 SEC
2024   Q3 966,315 8.84 Reduce 1.78% 0.14 $484.50–607.94 · VW $559.04i $564,985,054 SEC
2024   Q2 983,826 7.81 Reduce 4.28% 0.34 $436.38–528.16 · VW $491.27i $501,023,229 SEC
2024   Q1 1,027,863 7.89 Reduce 3.89% 0.35 $468.19–549.00 · VW $503.96i $508,483,826 SEC
2023   Q4 1,069,419 9.00 Reduce 2.38% 0.22 $503.14–554.70 · VW $528.10i $563,017,021 SEC
2023   Q3 1,095,459 9.17 Reduce 2.94% 0.25 $447.18–515.86 · VW $489.08i $552,319,473 SEC
2023   Q2 1,128,630 8.56 Add 2.34% 0.20 $445.68–530.45 · VW $485.59i $542,464,723 SEC
2023   Q1 1,102,819 8.52 Reduce 2.37% 0.22 $457.59–525.63 · VW $485.27i $521,181,231 SEC
2022   Q4 1,129,622 9.36 Reduce 14.43% 1.43 $487.74–558.10 · VW $525.34i $598,902,992 SEC
2022   Q3 1,320,091 9.90 Reduce 1.60% 0.14 $492.25–553.13 · VW $516.81i $666,699,000 SEC
2022   Q2 1,341,495 8.98 Reduce 26.31% 2.40 $449.70–553.29 · VW $505.54i $689,032,000 SEC
2022   Q1 1,820,398 9.14 Reduce 2.69% 0.22 $445.74–521.89 · VW $492.53i $928,348,000 SEC
2021   Q4 1,870,694 8.02 Reduce 1.62% 0.11 $383.12–509.23 · VW $464.83i $939,350,000 SEC
2021   Q3 1,901,471 6.68 Reduce 1.43% 0.10 $390.46–431.36 · VW $404.19i $742,981,000 SEC
2021   Q2 1,929,038 6.85 Add 2.65% 0.18 $360.55–425.98 · VW $395.66i $772,464,000 SEC
2021   Q1 1,879,149 6.57 Add 2.26% 0.15 $320.35–380.50 · VW $357.64i $699,175,000 SEC
2020   Q4 1,837,617 6.87 Reduce 0.46% 0.03 $299.60–367.95 · VW $339.41i $644,416,000 SEC
2020   Q3 1,846,017 6.85 Add 28.74% 1.53 $287.10–324.57 · VW $307.81i $575,533,000 SEC
2020   Q2 1,433,955 5.67 Add 1.26% 0.07 $226.03–315.84 · VW $278.94i $422,945,000 SEC
2020   Q1 1,416,053 5.66 Add 294.27% 4.22 $187.72–306.71 · VW $247.94i $353,135,000 SEC
2019   Q4 359,157 1.31 Buy 1.31 $212.08–300.00 · VW $268.69i $105,585,000 SEC
Price snapshot:
Current price$429.09
Avg. buy price$282.52
+/- since buy51.88%
52-week low$228.48
52-week high$434.30