Robert Olstein - Olstein Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    99
Portfolio value:    $458,067,000
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 23,000 1.36 Add 53.33% 0.47 $255.97–357.87 · VW $294.81i $6,224,000 SEC
2025   Q4 15,000 1.02 Reduce 9.09% 0.10 $304.53–381.00 · VW $338.55i $4,952,000 SEC
2025   Q3 16,500 1.08 Reduce 34.00% 0.50 $234.60–362.31 · VW $314.07i $5,697,000 SEC
2025   Q2 25,000 1.46 Add 78.57% 0.64 $248.88–606.36 · VW $389.07i $7,799,000 SEC
2025   Q1 14,000 1.35 Reduce 7.89% 0.11 $438.50–553.91 · VW $505.39i $7,333,000 SEC
2024   Q4 15,200 1.35 Add 26.67% 0.28 $475.82–630.73 · VW $537.47i $7,689,000 SEC
2024   Q3 12,000 1.19 Reduce 27.27% 0.41 $484.50–607.94 · VW $559.04i $7,016,000 SEC
2024   Q2 16,500 1.49 Add 13.79% 0.18 $436.38–528.16 · VW $491.27i $8,403,000 SEC
2024   Q1 14,500 1.17 Add 93.33% 0.56 $468.19–549.00 · VW $503.96i $7,173,000 SEC
2023   Q4 7,500 0.67 Reduce 44.44% 0.52 $503.14–554.70 · VW $528.10i $3,949,000 SEC
2023   Q3 13,500 1.17 Reduce 6.90% 0.08 $447.18–515.86 · VW $489.08i $6,807,000 SEC
2023   Q2 14,500 1.13 Add 31.82% 0.27 $445.68–530.45 · VW $485.59i $6,969,000 SEC
2023   Q1 11,000 0.81 Add 41.94% 0.24 $457.59–525.63 · VW $485.27i $5,198,000 SEC
2022   Q4 7,750 0.64 Reduce 10.92% 0.08 $487.74–558.10 · VW $525.34i $4,109,000 SEC
2022   Q3 8,700 0.74 Reduce 13.00% 0.10 $492.25–553.13 · VW $516.81i $4,394,000 SEC
2022   Q2 10,000 0.77 Reduce 4.76% 0.03 $449.70–553.29 · VW $505.54i $5,136,000 SEC
2022   Q1 10,500 0.67 Reduce 4.55% 0.03 $445.74–521.89 · VW $492.53i $5,355,000 SEC
2021   Q4 11,000 0.66 Reduce 37.14% 0.31 $383.12–509.23 · VW $464.83i $5,524,000 SEC
2021   Q3 17,500 0.84 Reduce 5.41% 0.05 $390.46–431.36 · VW $404.19i $6,838,000 SEC
2021   Q2 18,500 0.93 Reduce 15.91% 0.18 $360.55–425.98 · VW $395.66i $7,408,000 SEC
2021   Q1 22,000 1.14 Add 37.50% 0.31 $320.35–380.50 · VW $357.64i $8,186,000 SEC
2020   Q4 16,000 0.90 Reduce 30.43% 0.40 $299.60–367.95 · VW $339.41i $5,611,000 SEC
2020   Q3 23,000 1.30 $311.78 $7,171,000 SEC
2020   Q2 23,000 1.27 Reduce 17.86% 0.28 $226.03–315.84 · VW $278.94i $6,784,000 SEC
2020   Q1 28,000 1.54 Add 27.27% 0.33 $187.72–306.71 · VW $247.94i $6,983,000 SEC
2019   Q4 22,000 1.01 Reduce 37.14% 0.44 $212.08–300.00 · VW $268.69i $6,468,000 SEC
2019   Q3 35,000 1.19 Add 25.00% 0.24 $213.12–268.69 · VW $233.04i $7,606,000 SEC
2019   Q2 28,000 1.11 Add 86.67% 0.52 $208.07–253.49 · VW $235.19i $6,832,000 SEC
2019   Q1 15,000 0.62 Add 31.58% 0.15 $234.51–272.49 · VW $251.42i $3,709,000 SEC
2018   Q4 11,400 0.47 Reduce 40.00% 0.28 $231.81–287.94 · VW $256.29i $2,840,000 SEC
2018   Q3 19,000 0.69 Reduce 5.00% 0.03 $244.12–271.16 · VW $260.44i $5,055,000 SEC
2018   Q2 20,000 0.66 Reduce 37.34% 0.33 $214.63–256.73 · VW $238.90i $4,907,000 SEC
2018   Q1 31,920 0.88 Add 38.78% 0.25 $208.48–250.79 · VW $224.42i $6,831,000 SEC
2017   Q4 23,000 0.65 Reduce 14.81% 0.10 $186.00–231.77 · VW $212.74i $5,071,000 SEC
2017   Q3 27,000 0.69 Reduce 6.90% 0.05 $183.86–200.76 · VW $193.49i $5,288,000 SEC
2017   Q2 29,000 0.69 Reduce 29.27% 0.26 $164.25–188.66 · VW $179.44i $5,377,000 SEC
2017   Q1 41,000 0.88 Reduce 21.15% 0.23 $156.09–172.14 · VW $164.08i $6,724,000 SEC
2016   Q4 52,000 1.10 Add 6.12% 0.06 $133.03–164.00 · VW $152.36i $8,322,000 SEC
2016   Q3 49,000 0.92 Add 6.52% 0.06 $132.39–144.48 · VW $138.96i $6,860,000 SEC
2016   Q2 46,000 0.90 Reduce 16.36% 0.16 $125.26–141.31 · VW $135.92i $6,495,000 SEC
2016   Q1 55,000 0.97 Reduce 9.84% 0.09 $107.51–131.10 · VW $122.50i $7,089,000 SEC
2015   Q4 61,000 0.96 Add 5.17% 0.05 $109.61–125.99 · VW $117.75i $7,176,000 SEC
2015   Q3 58,000 0.86 Reduce 12.12% 0.10 $95.00–126.21 · VW $112.41i $6,729,000 SEC
2015   Q2 66,000 0.86 Add 15.79% 0.12 $111.12–124.11 · VW $119.08i $8,052,000 SEC
2015   Q1 57,000 0.75 Add 23.91% 0.14 $98.46–123.76 · VW $113.50i $6,743,000 SEC
2014   Q4 46,000 0.58 Reduce 9.80% 0.06 $80.72–104.00 · VW $95.27i $4,650,000 SEC
2014   Q3 51,000 0.59 $86.25 $4,399,000 SEC
2014   Q2 51,000 0.57 Add 10.87% 0.06 $73.61–83.05 · VW $79.47i $4,169,000 SEC
2014   Q1 46,000 0.53 Buy 0.53 $69.57–83.32 · VW $78.29i $3,772,000 SEC
2008   Q1 0 0.00 Sell 100.00% 2.31 $33.57–57.86 · VW $41.93i SEC
2007   Q4 554,000 2.31 Buy 2.31 $46.59–59.46 · VW $54.75i $32,243,000 SEC
Price snapshot:
Current price$429.09
Avg. buy price$347.88
+/- since buy23.34%
52-week low$228.48
52-week high$434.30