Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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 1,491 0.01 Reduce 62.17% 0.01 $255.97–357.87 · VW $294.81i $403,450 SEC
2025   Q4 3,941 0.02 Reduce 9.88% <0.01 $304.53–381.00 · VW $338.55i $1,300,964 SEC
2025   Q3 4,373 0.02 Reduce 57.98% 0.02 $234.60–362.31 · VW $314.07i $1,509,997 SEC
2025   Q2 10,406 0.04 Reduce 98.29% 3.46 $248.88–606.36 · VW $389.07i $3,246,360 SEC
2025   Q1 607,378 3.52 Reduce 15.18% 0.50 $438.50–553.91 · VW $505.39i $318,113,966 SEC
2024   Q4 716,067 3.28 Reduce 1.51% 0.05 $475.82–630.73 · VW $537.47i $362,229,400 SEC
2024   Q3 727,035 3.55 Reduce 24.75% 1.00 $484.50–607.94 · VW $559.04i $425,082,532 SEC
2024   Q2 966,191 4.03 Reduce 28.98% 1.49 $436.38–528.16 · VW $491.27i $492,042,174 SEC
2024   Q1 1,360,511 5.14 Reduce 0.63% 0.03 $468.19–549.00 · VW $503.96i $673,044,544 SEC
2023   Q4 1,369,190 5.46 Reduce 2.24% 0.13 $503.14–554.70 · VW $528.10i $720,837,196 SEC
2023   Q3 1,400,591 5.58 Add 2.82% 0.15 $447.18–515.86 · VW $489.08i $706,163,724 SEC
2023   Q2 1,362,151 4.80 Add 1.20% 0.06 $445.68–530.45 · VW $485.59i $654,704,016 SEC
2023   Q1 1,346,008 4.99 Reduce 3.38% 0.20 $457.59–525.63 · VW $485.27i $632,704,285 SEC
2022   Q4 1,393,098 5.78 Add 15.38% 0.77 $487.74–558.10 · VW $525.34i $738,592,767 SEC
2022   Q3 1,207,362 5.31 Add 8.41% 0.41 $492.25–553.13 · VW $516.81i $609,766,000 SEC
2022   Q2 1,113,688 4.74 Reduce 3.13% 0.14 $449.70–553.29 · VW $505.54i $572,023,000 SEC
2022   Q1 1,149,701 4.37 Reduce 8.90% 0.40 $445.74–521.89 · VW $492.53i $586,313,000 SEC
2021   Q4 1,262,066 4.45 Reduce 0.64% 0.03 $383.12–509.23 · VW $464.83i $633,734,000 SEC
2021   Q3 1,270,166 3.93 Reduce 6.38% 0.26 $390.46–431.36 · VW $404.19i $496,305,000 SEC
2021   Q2 1,356,696 4.11 Reduce 6.05% 0.26 $360.55–425.98 · VW $395.66i $543,275,000 SEC
2021   Q1 1,444,007 4.30 Add 1.57% 0.07 $320.35–380.50 · VW $357.64i $537,272,000 SEC
2020   Q4 1,421,649 4.13 Add 0.42% 0.02 $299.60–367.95 · VW $339.41i $498,544,000 SEC
2020   Q3 1,415,753 3.91 Reduce 11.13% 0.50 $287.10–324.57 · VW $307.81i $441,389,000 SEC
2020   Q2 1,593,018 4.50 Add 5.13% 0.22 $226.03–315.84 · VW $278.94i $469,861,000 SEC
2020   Q1 1,515,333 4.23 Add 1.71% 0.07 $187.72–306.71 · VW $247.94i $377,894,000 SEC
2019   Q4 1,489,838 4.34 Reduce 18.78% 0.80 $212.08–300.00 · VW $268.69i $437,983,000 SEC
2019   Q3 1,834,278 4.26 Add 0.93% 0.04 $213.12–268.69 · VW $233.04i $398,625,000 SEC
2019   Q2 1,817,289 5.06 Add 13.85% 0.62 $208.07–253.49 · VW $235.19i $443,437,000 SEC
2019   Q1 1,596,192 4.70 Add 5.83% 0.26 $234.51–272.49 · VW $251.42i $394,674,000 SEC
2018   Q4 1,508,283 5.31 Reduce 0.07% <0.01 $231.81–287.94 · VW $256.29i $375,743,000 SEC
2018   Q3 1,509,353 5.01 Reduce 0.31% 0.02 $244.12–271.16 · VW $260.44i $401,548,000 SEC
2018   Q2 1,514,043 4.99 Reduce 8.88% 0.41 $214.63–256.73 · VW $238.90i $371,455,000 SEC
2018   Q1 1,661,668 4.64 Add 0.32% 0.01 $208.48–250.79 · VW $224.42i $355,597,000 SEC
2017   Q4 1,656,433 4.66 Reduce 0.08% <0.01 $186.00–231.77 · VW $212.74i $365,177,000 SEC
2017   Q3 1,657,803 4.39 Reduce 11.54% 0.55 $183.86–200.76 · VW $193.49i $324,681,000 SEC
2017   Q2 1,874,003 4.76 Reduce 3.14% 0.14 $164.25–188.66 · VW $179.44i $347,478,000 SEC
2017   Q1 1,934,788 4.45 Reduce 0.14% <0.01 $156.09–172.14 · VW $164.08i $317,325,000 SEC
2016   Q4 1,937,408 4.54 Reduce 0.15% <0.01 $133.03–164.00 · VW $152.36i $310,063,000 SEC
2016   Q3 1,940,293 4.06 Reduce 0.38% 0.02 $132.39–144.48 · VW $138.96i $271,641,000 SEC
2016   Q2 1,947,663 4.27 Reduce 0.94% 0.04 $125.26–141.31 · VW $135.92i $275,010,000 SEC
2016   Q1 1,966,120 4.04 Add 4.29% 0.17 $107.51–131.10 · VW $122.50i $253,433,000 SEC
2015   Q4 1,885,210 3.72 Add 38.43% 1.03 $109.61–125.99 · VW $117.75i $221,776,000 SEC
2015   Q3 1,361,880 2.78 Add 0.70% 0.02 $95.00–126.21 · VW $112.41i $157,992,000 SEC
2015   Q2 1,352,435 2.64 Add 0.39% 0.01 $111.12–124.11 · VW $119.08i $164,997,000 SEC
2015   Q1 1,347,202 2.44 Add 0.25% <0.01 $98.46–123.76 · VW $113.50i $159,361,000 SEC
2014   Q4 1,343,780 2.10 Add 22184.91% 2.09 $80.72–104.00 · VW $95.27i $135,843,000 SEC
2014   Q3 6,030 0.01 Add 1.01% <0.01 $78.74–88.85 · VW $84.61i $520,000 SEC
2014   Q2 5,970 0.01 Reduce 16.27% <0.01 $73.61–83.05 · VW $79.47i $488,000 SEC
2014   Q1 7,130 0.01 Add 0.28% $69.57–83.32 · VW $78.29i $585,000 SEC
2013   Q4 7,110 0.01 Add 16.37% <0.01 $66.72–75.54 · VW $72.52i $535,000 SEC
2013   Q3 6,110 0.01 Reduce 28.13% <0.01 $64.65–75.88 · VW $70.71i $438,000 SEC
2013   Q2 8,501 0.01 Add 23.20% <0.01 $57.01–66.19 · VW $62.89i $557,000 SEC
2013   Q1 6,900 <0.01 Add 5.18% <0.01 $51.36–58.26 · VW $55.61i $394,000 SEC
2012   Q4 6,560 <0.01 Reduce 6.42% <0.01 $51.09–58.29 · VW $54.54i $355,000 SEC
2012   Q3 7,010 <0.01 Add 6.21% <0.01 $50.32–59.31 · VW $55.01i $388,000 SEC
2012   Q2 6,600 <0.01 Reduce 18.32% <0.01 $53.78–60.75 · VW $57.68i $386,000 SEC
2012   Q1 8,080 <0.01 Reduce 18.55% <0.01 $49.82–59.43 · VW $56.06i $476,000 SEC
2011   Q4 9,920 <0.01 Reduce 1.39% <0.01 $41.32–51.71 · VW $47.90i $502,000 SEC
2011   Q3 10,060 <0.01 Add 15.10% <0.01 $41.27–53.50 · VW $46.96i $463,000 SEC
2011   Q2 8,740 <0.01 Reduce 8.19% <0.01 $43.30–52.64 · VW $49.17i $450,000 SEC
2011   Q1 9,520 <0.01 Add 10.44% <0.01 $36.37–45.75 · VW $42.44i $430,000 SEC
2010   Q4 8,620 <0.01 Add 9.81% <0.01 $33.94–38.06 · VW $36.04i $311,000 SEC
2010   Q3 7,850 <0.01 Buy <0.01 $27.13–35.94 · VW $32.73i $276,000 SEC
Price snapshot:
Current price$429.09
Avg. buy price$231.76
+/- since buy85.14%
52-week low$228.48
52-week high$434.30