William Frels - Mairs & Power
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    245
Portfolio value:    $9,786,094,433
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 741,083 2.05 Reduce 10.77% 0.28 $255.97–357.87 · VW $294.81i $200,529,681 SEC
2025   Q4 830,535 2.64 Reduce 22.38% 0.78 $304.53–381.00 · VW $338.55i $274,167,948 SEC
2025   Q3 1,069,947 3.47 Add 1.21% 0.04 $234.60–362.31 · VW $314.07i $369,452,740 SEC
2025   Q2 1,057,160 3.26 Add 16.60% 0.46 $248.88–606.36 · VW $389.07i $329,802,243 SEC
2025   Q1 906,654 4.94 Add 4.40% 0.21 $438.50–553.91 · VW $505.39i $474,860,095 SEC
2024   Q4 868,407 4.25 Reduce 2.61% 0.13 $475.82–630.73 · VW $537.47i $439,292,426 SEC
2024   Q3 891,662 4.90 Add 5.55% 0.26 $484.50–607.94 · VW $559.04i $521,337,008 SEC
2024   Q2 844,815 4.16 Add 3.46% 0.14 $436.38–528.16 · VW $491.27i $430,230,520 SEC
2024   Q1 816,526 3.91 Add 0.67% 0.03 $468.19–549.00 · VW $503.96i $403,935,412 SEC
2023   Q4 811,055 4.50 Add 0.28% 0.01 $503.14–554.70 · VW $528.10i $426,996,126 SEC
2023   Q3 808,787 4.79 Add 2.81% 0.13 $447.18–515.86 · VW $489.08i $407,782,318 SEC
2023   Q2 786,669 4.11 Add 0.94% 0.04 $445.68–530.45 · VW $485.59i $378,104,588 SEC
2023   Q1 779,313 4.25 Add 0.06% <0.01 $457.59–525.63 · VW $485.27i $368,295,531 SEC
2022   Q4 778,847 4.97 Reduce 2.00% 0.10 $487.74–558.10 · VW $525.34i $412,929,102 SEC
2022   Q3 794,763 5.06 Reduce 4.01% 0.20 $492.25–553.13 · VW $516.81i $401,387,000 SEC
2022   Q2 827,962 5.10 Reduce 6.02% 0.27 $449.70–553.29 · VW $505.54i $425,266,000 SEC
2022   Q1 880,991 4.53 Reduce 3.98% 0.17 $445.74–521.89 · VW $492.53i $449,279,000 SEC
2021   Q4 917,537 4.27 Reduce 1.42% 0.05 $383.12–509.23 · VW $464.83i $460,732,000 SEC
2021   Q3 930,760 3.64 Add 0.79% 0.03 $390.46–431.36 · VW $404.19i $363,685,000 SEC
2021   Q2 923,506 3.65 Add 0.74% 0.03 $360.55–425.98 · VW $395.66i $369,809,000 SEC
2021   Q1 916,725 3.58 Add 18.15% 0.55 $320.35–380.50 · VW $357.64i $341,086,000 SEC
2020   Q4 775,924 3.02 Add 2.13% 0.06 $299.60–367.95 · VW $339.41i $272,101,000 SEC
2020   Q3 759,733 2.96 Reduce 0.89% 0.03 $287.10–324.57 · VW $307.81i $236,862,000 SEC
2020   Q2 766,538 2.95 Reduce 2.91% 0.08 $226.03–315.84 · VW $278.94i $226,090,000 SEC
2020   Q1 789,514 2.87 Reduce 1.05% 0.03 $187.72–306.71 · VW $247.94i $196,889,000 SEC
2019   Q4 797,882 2.66 Add 2.10% 0.05 $212.08–300.00 · VW $268.69i $234,561,000 SEC
2019   Q3 781,469 2.05 Add 10.94% 0.20 $213.12–268.69 · VW $233.04i $169,829,000 SEC
2019   Q2 704,389 2.06 Add 32.86% 0.51 $208.07–253.49 · VW $235.19i $171,878,000 SEC
2019   Q1 530,171 1.59 Add 9.54% 0.14 $234.51–272.49 · VW $251.42i $131,090,000 SEC
2018   Q4 484,013 1.63 Reduce 1.06% 0.02 $231.81–287.94 · VW $256.29i $120,577,000 SEC
2018   Q3 489,193 1.52 Reduce 3.20% 0.05 $244.12–271.16 · VW $260.44i $130,145,000 SEC
2018   Q2 505,380 1.54 Reduce 1.86% 0.03 $214.63–256.73 · VW $238.90i $123,990,000 SEC
2018   Q1 514,976 1.36 Reduce 1.19% 0.02 $208.48–250.79 · VW $224.42i $110,205,000 SEC
2017   Q4 521,174 1.33 Reduce 1.30% 0.02 $186.00–231.77 · VW $212.74i $114,898,000 SEC
2017   Q3 528,027 1.24 Add 0.43% <0.01 $183.86–200.76 · VW $193.49i $103,414,000 SEC
2017   Q2 525,772 1.18 Add 28.23% 0.26 $164.25–188.66 · VW $179.44i $97,489,000 SEC
2017   Q1 410,009 0.82 Add 0.20% <0.01 $156.09–172.14 · VW $164.08i $67,246,000 SEC
2016   Q4 409,178 0.84 Add 0.41% <0.01 $133.03–164.00 · VW $152.36i $65,485,000 SEC
2016   Q3 407,512 0.75 Reduce 0.43% <0.01 $132.39–144.48 · VW $138.96i $57,052,000 SEC
2016   Q2 409,275 0.78 Add 0.21% <0.01 $125.26–141.31 · VW $135.92i $57,790,000 SEC
2016   Q1 408,430 0.75 Add 1797.03% 0.71 $107.51–131.10 · VW $122.50i $52,647,000 SEC
2015   Q4 21,530 0.04 Reduce 1.22% <0.01 $109.61–125.99 · VW $117.75i $2,533,000 SEC
2015   Q3 21,796 0.04 Add 4.81% <0.01 $95.00–126.21 · VW $112.41i $2,529,000 SEC
2015   Q2 20,796 0.04 Reduce 2.74% <0.01 $111.12–124.11 · VW $119.08i $2,537,000 SEC
2015   Q1 21,381 0.03 Reduce 0.10% $98.46–123.76 · VW $113.50i $2,529,000 SEC
2014   Q4 21,403 0.03 Add 0.68% <0.01 $80.72–104.00 · VW $95.27i $2,164,000 SEC
2014   Q3 21,258 0.03 Reduce 0.04% $78.74–88.85 · VW $84.61i $1,834,000 SEC
2014   Q2 21,266 0.03 Reduce 0.88% <0.01 $73.61–83.05 · VW $79.47i $1,738,000 SEC
2014   Q1 21,454 0.03 Add 1.18% <0.01 $69.57–83.32 · VW $78.29i $1,759,000 SEC
2013   Q4 21,204 0.03 $75.32 $1,597,000 SEC
2013   Q3 21,204 0.03 Reduce 5.23% <0.01 $64.65–75.88 · VW $70.71i $1,518,000 SEC
2013   Q2 22,374 0.03 Reduce 7.98% <0.01 $57.01–66.19 · VW $62.89i $1,465,000 SEC
2013   Q1 24,314 0.01 Reduce 3.86% <0.01 $51.36–58.26 · VW $55.61i $1,391,000 SEC
2012   Q4 25,289 0.03 Add 4.72% <0.01 $51.09–58.29 · VW $54.54i $1,372,000 SEC
2012   Q3 24,149 0.03 Reduce 0.70% <0.01 $50.32–59.31 · VW $55.01i $1,338,000 SEC
2012   Q2 24,319 0.04 Reduce 6.17% <0.01 $53.78–60.75 · VW $57.68i $1,423,000 SEC
2012   Q1 25,917 0.04 Reduce 1.64% <0.01 $49.82–59.43 · VW $56.06i $1,528,000 SEC
2011   Q4 26,349 0.04 Reduce 1.85% <0.01 $41.32–51.71 · VW $47.90i $1,335,000 SEC
2011   Q3 26,847 0.04 Reduce 4.96% <0.01 $41.27–53.50 · VW $46.96i $1,238,000 SEC
2011   Q2 28,247 0.02 Reduce 4.10% <0.01 $43.30–52.64 · VW $49.17i $1,457,000 SEC
2011   Q1 29,456 0.04 Reduce 5.15% <0.01 $36.37–45.75 · VW $42.44i $1,331,000 SEC
2010   Q4 31,056 0.03 Reduce 4.43% <0.01 $33.94–38.06 · VW $36.04i $1,121,000 SEC
2010   Q3 32,496 0.02 Reduce 3.70% <0.01 $27.13–35.94 · VW $32.73i $1,140,935,000 SEC
2010   Q2 33,745 0.03 Add 0.12% $27.97–34.00 · VW $30.12i $958,358,000 SEC
2010   Q1 33,706 0.02 Reduce 1.75% <0.01 $30.97–36.07 · VW $33.24i $1,101,175,000 SEC
2009   Q4 34,306 0.02 Reduce 0.37% <0.01 $23.50–33.25 · VW $29.08i $1,045,647,000 SEC
2009   Q3 34,432 0.01 Add 6.94% <0.01 $23.69–30.00 · VW $26.24i $862,177,000 SEC
2009   Q2 32,196 0.02 Reduce 7.47% <0.01 $19.85–29.69 · VW $24.84i $804,256,000 SEC
2009   Q1 34,796 0.02 Reduce 3.06% <0.01 $16.18–30.25 · VW $22.45i $728,280,000 SEC
2008   Q4 35,896 0.02 Reduce 2.71% <0.01 $14.51–27.31 · VW $22.81i $954,834,000 SEC
2008   Q3 36,896 0.01 Reduce 0.54% <0.01 $21.00–33.49 · VW $26.63i $936,789,000 SEC
2008   Q2 37,096 0.01 Reduce 0.27% $25.50–38.33 · VW $30.03i $973,770,000 SEC
2008   Q1 37,196 0.02 Reduce 0.96% <0.01 $33.57–57.86 · VW $41.93i $1,278,055,000 SEC
2007   Q4 37,556 0.04 Reduce 3.84% <0.01 $46.59–59.46 · VW $54.75i $2,185,759 SEC
2007   Q3 39,056 0.02 Reduce 5.10% <0.01 $45.82–54.10 · VW $49.45i $1,891,482,000 SEC
2007   Q2 41,156 0.03 Reduce 2.26% <0.01 $50.70–55.90 · VW $52.58i $2,104,718 SEC
2007   Q1 42,106 0.03 Reduce 3.88% <0.01 $50.51–57.10 · VW $53.53i $2,230,355 SEC
2006   Q4 43,806 0.03 Reduce 1.33% <0.01 $45.12–54.46 · VW $51.10i $2,353,696 SEC
2006   Q3 44,398 0.06 Reduce 11.73% <0.01 $44.29–52.84 · VW $48.78i $2,184,382 SEC
2006   Q2 50,298 0.06 Add 12.78% <0.01 $41.44–56.60 · VW $47.61i $2,252,344 SEC
2006   Q1 44,598 0.03 Add 9.85% <0.01 $53.20–62.93 · VW $57.33i $2,491,244 SEC
2005   Q4 40,598 0.04 Add 3.29% <0.01 $53.84–64.61 · VW $60.20i $2,522,760 SEC
2005   Q3 39,306 0.07 Buy 0.07 $47.75–56.66 · VW $53.54i $2,208,997 SEC
Price snapshot:
Current price$429.09
Avg. buy price$294.94
+/- since buy45.48%
52-week low$228.48
52-week high$434.30