Ron Muhlenkamp - Muhlenkamp & Company
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    29
Portfolio value:    $379,789,142
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
2025   Q2 0 0.00 Sell 100.00% 4.29 $248.88–606.36 · VW $389.07i SEC
2025   Q1 25,045 4.29 Reduce 0.87% 0.03 $438.50–553.91 · VW $505.39i $13,117,177 SEC
2024   Q4 25,265 3.88 Add 0.22% <0.01 $475.82–630.73 · VW $537.47i $12,780,339 SEC
2024   Q3 25,209 4.52 Reduce 0.03% <0.01 $484.50–607.94 · VW $559.04i $14,739,451 SEC
2024   Q2 25,216 4.01 Add 0.04% <0.01 $436.38–528.16 · VW $491.27i $12,841,500 SEC
2024   Q1 25,205 3.62 Add 1.15% 0.04 $468.19–549.00 · VW $503.96i $12,468,914 SEC
2023   Q4 24,919 4.29 Add 0.73% 0.03 $503.14–554.70 · VW $528.10i $13,119,106 SEC
2023   Q3 24,738 4.30 Add 0.03% <0.01 $447.18–515.86 · VW $489.08i $12,472,652 SEC
2023   Q2 24,730 4.21 $480.64 $11,886,227 SEC
Price snapshot:
Current price$429.09
52-week low$228.48
52-week high$434.30