William von Mueffling - Cantillon Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $15,050,978,966
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
2008   Q4 0 0.00 Sell 100.00% 2.77 $14.51–27.31 · VW $22.81i SEC
2008   Q3 1,589,800 2.77 Buy 2.77 $21.00–33.49 · VW $26.63i $40,365,000 SEC
2008   Q1 0 0.00 Sell 100.00% 6.53 $33.57–57.86 · VW $41.93i SEC
2007   Q4 4,154,461 6.53 Add 1.88% 0.12 $46.59–59.46 · VW $54.75i $241,790,000 SEC
2007   Q3 4,077,861 4.84 Add 64.41% 1.90 $45.82–54.10 · VW $49.45i $197,491,000 SEC
2007   Q2 2,480,261 3.06 Add 45.75% 0.96 $50.70–55.90 · VW $52.58i $126,841,000 SEC
2007   Q1 1,701,761 2.72 Add 0.53% 0.01 $50.51–57.10 · VW $53.53i $90,142,000 SEC
2006   Q4 1,692,771 2.83 Add 14.29% 0.35 $45.12–54.46 · VW $51.10i $90,953,000 SEC
2006   Q3 1,481,171 2.53 Reduce 7.22% 0.18 $44.29–52.84 · VW $48.78i $72,874,000 SEC
2006   Q2 1,596,471 2.55 Add 586.39% 2.18 $41.44–56.60 · VW $47.61i $71,490,000 SEC
2006   Q1 232,590 0.55 Add 9.20% 0.05 $53.20–62.93 · VW $57.33i $12,992,000 SEC
2005   Q4 212,990 0.63 Reduce 70.05% 1.37 $53.84–64.61 · VW $60.20i $13,235,000 SEC
2005   Q3 711,090 1.95 Reduce 25.10% 0.56 $47.75–56.66 · VW $53.54i $39,963,000 SEC
2005   Q2 949,440 2.24 Reduce 9.93% 0.24 $44.30–53.64 · VW $50.03i $49,504,000 SEC
2005   Q1 1,054,080 2.42 Reduce 0.01% <0.01 $42.63–48.33 · VW $46.21i $50,269,000 SEC
2004   Q4 1,054,200 2.41 Add 5.17% 0.12 $32.31–44.38 · VW $40.23i $46,401,000 SEC
2004   Q3 1,002,380 2.12 Add 13.44% 0.25 $29.67–37.38 · VW $34.64i $36,958,000 SEC
2004   Q2 883,588 2.32 Add 15.11% 0.30 $29.31–34.25 · VW $31.56i $27,502,000 SEC
2004   Q1 767,588 3.14 Add 7.99% 0.23 $27.73–32.25 · VW $30.73i $24,732,000 SEC
2003   Q4 710,800 3.20 $29.09 $20,677,000 SEC
Price snapshot:
Current price$429.09
52-week low$228.48
52-week high$434.30