Sarah Ketterer - Causeway Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    107
Portfolio value:    $8,146,199,181
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 71,864 0.24 Buy 0.24 $255.97–357.87 · VW $294.81i $19,445,629 SEC
2025   Q4 0 0.00 Sell 100.00% 0.29 $304.53–381.00 · VW $338.55i SEC
2025   Q3 64,603 0.29 Buy 0.29 $234.60–362.31 · VW $314.07i $22,307,357 SEC
2018   Q3 0 0.00 Sell 100.00% 1.25 $244.12–271.16 · VW $260.44i SEC
2018   Q2 457,740 1.25 Reduce 20.08% 0.30 $214.63–256.73 · VW $238.90i $112,302,000 SEC
2018   Q1 572,752 1.47 Reduce 33.05% 0.74 $208.48–250.79 · VW $224.42i $122,569,000 SEC
2017   Q4 855,450 2.25 Reduce 3.72% 0.04 $186.00–231.77 · VW $212.74i $188,593,000 SEC
2017   Q3 888,509 1.08 Reduce 28.10% 0.89 $183.86–200.76 · VW $193.49i $85,164,000 SEC
2017   Q2 1,235,679 3.17 Add 1.35% 0.04 $164.25–188.66 · VW $179.44i $229,120,000 SEC
2017   Q1 1,219,277 3.45 Add 16.64% 0.49 $156.09–172.14 · VW $164.08i $229,488,000 SEC
2016   Q4 1,045,361 3.45 Add 4.03% 0.13 $133.03–164.00 · VW $152.36i $195,779,000 SEC
2016   Q3 1,004,860 2.93 Add 4.21% 0.12 $132.39–144.48 · VW $138.96i $158,222,000 SEC
2016   Q2 964,253 3.36 Reduce 12.26% 0.47 $125.26–141.31 · VW $135.92i $155,917,000 SEC
2016   Q1 1,099,049 3.83 Reduce 1.66% 0.06 $107.51–131.10 · VW $122.50i $164,786,000 SEC
2015   Q4 1,117,560 3.35 Add 8.04% 0.25 $109.61–125.99 · VW $117.75i $157,919,000 SEC
2015   Q3 1,034,430 2.98 Add 27.85% 0.65 $95.00–126.21 · VW $112.41i $148,050,000 SEC
2015   Q2 809,086 2.90 Add 11.97% 0.31 $111.12–124.11 · VW $119.08i $115,326,000 SEC
2015   Q1 722,588 2.99 Reduce 38.59% 1.50 $98.46–123.76 · VW $113.50i $113,618,000 SEC
2014   Q4 1,176,624 3.88 Add 9.20% 0.33 $80.72–104.00 · VW $95.27i $133,076,000 SEC
2014   Q3 1,077,540 3.53 Reduce 25.40% 1.29 $78.74–88.85 · VW $84.61i $100,731,000 SEC
2014   Q2 1,444,440 5.06 Add 4.27% 0.21 $73.61–83.05 · VW $79.47i $122,331,000 SEC
2014   Q1 1,385,240 5.44 Add 12.27% 0.59 $69.57–83.32 · VW $78.29i $119,273,000 SEC
2013   Q4 1,233,818 5.56 Add 31.02% 1.32 $66.72–75.54 · VW $72.52i $96,767,000 SEC
2013   Q3 941,734 5.71 Add 27.60% 1.24 $64.65–75.88 · VW $70.71i $69,492,000 SEC
2013   Q2 738,034 5.50 Reduce 1.15% 0.06 $57.01–66.19 · VW $62.89i $51,074,000 SEC
2013   Q1 746,634 5.16 Add 5.96% 0.29 $51.36–58.26 · VW $55.61i $41,653,000 SEC
2012   Q4 704,634 4.91 Add 55.50% 1.75 $51.09–58.29 · VW $54.54i $37,391,000 SEC
2012   Q3 453,134 6.25 Add 22.56% 1.15 $50.32–59.31 · VW $55.01i $24,583,000 SEC
2012   Q2 369,734 4.80 Reduce 1.12% 0.05 $53.78–60.75 · VW $57.68i $21,284,000 SEC
2012   Q1 373,934 4.72 Add 225.06% 3.27 $49.82–59.43 · VW $56.06i $21,510,000 SEC
2011   Q4 115,034 2.35 Add 469.08% 1.94 $41.32–51.71 · VW $47.90i $5,830,000 SEC
2009   Q3 20,214 1.44 Reduce 13.67% 0.12 $23.69–30.00 · VW $26.24i $506,000 SEC
2009   Q2 23,414 0.90 Add 26.64% 0.19 $19.85–29.69 · VW $24.84i $585,000 SEC
2009   Q1 18,489 0.66 Reduce 22.61% 0.66 $16.18–30.25 · VW $22.45i $387,000 SEC
2008   Q4 23,891 2.90 Add 11.12% 0.29 $14.51–27.31 · VW $22.81i $636,000 SEC
2008   Q3 21,500 0.49 Buy 0.49 $21.00–33.49 · VW $26.63i $546,000 SEC
Price snapshot:
Current price$429.09
Avg. buy price$270.59
+/- since buy58.58%
52-week low$228.48
52-week high$434.30