Davis Selected Advisers (Chris Davis) — UNH Trade History
Quarter-by-quarter changes in the UnitedHealth Group Inc. position · CUSIP 91324P102
Currently held · >10 YearsFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-11 | Add | 1,274,650 | 27,174 | +2.2% | $529.8M | 2.27% |
| 2026 Q1 | 2026-05-07 | Reduce | 1,247,476 | -25,924 | -2.0% | $337.6M | 1.55% |
| 2025 Q4 | 2026-02-02 | Add | 1,273,400 | 134,097 | +11.8% | $420.4M | 1.89% |
| 2025 Q3 | 2025-12-29 | Add | 1,139,303 | 6,418 | +0.6% | $393.4M | 2.05% |
| 2025 Q2 | 2025-08-08 | Add | 1,132,885 | 1,084,366 | +2234.9% | $353.4M | 1.89% |
| 2025 Q1 | 2025-05-12 | Reduce | 48,519 | -2,596 | -5.1% | $25.4M | 0.15% |
| 2024 Q4 | 2025-02-07 | Reduce | 51,115 | -17 | -0.0% | $25.9M | 0.15% |
| 2024 Q3 | 2024-11-08 | Reduce | 51,132 | -39,161 | -43.4% | $29.9M | 0.17% |
| 2024 Q2 | 2024-08-07 | Add | 90,293 | 440 | +0.5% | $46.0M | 0.27% |
| 2024 Q1 | 2024-05-14 | Reduce | 89,853 | -18,478 | -17.1% | $44.5M | 0.25% |
| 2023 Q4 | 2024-02-12 | Reduce | 108,331 | -5,353 | -4.7% | $57.0M | 0.32% |
| 2023 Q3 | 2023-11-09 | Reduce | 113,684 | -110 | -0.1% | $57.3M | 0.36% |
| 2023 Q2 | 2023-08-09 | Reduce | 113,794 | -1,048 | -0.9% | $54.7M | 0.33% |
| 2023 Q1 | 2023-05-08 | Reduce | 114,842 | -1,335 | -1.1% | $54.3M | 0.36% |
| 2022 Q4 | 2023-02-10 | Reduce | 116,177 | -6,214 | -5.1% | $61.6M | 0.42% |
| 2022 Q3 | 2022-11-10 | Reduce | 122,391 | -747 | -0.6% | $61.8M | 0.44% |
| 2022 Q2 | 2022-08-11 | Reduce | 123,138 | -29,955 | -19.6% | $63.2M | 0.41% |
| 2022 Q1 | 2022-05-12 | Reduce | 153,093 | -25,626 | -14.3% | $78.1M | 0.39% |
| 2021 Q4 | 2022-02-11 | Reduce | 178,719 | -8,309 | -4.4% | $89.7M | 0.42% |
| 2021 Q3 | 2021-11-12 | Reduce | 187,028 | -7,972 | -4.1% | $73.1M | 0.34% |
| 2021 Q2 | 2021-08-13 | Reduce | 195,000 | -1,144 | -0.6% | $78.1M | 0.32% |
| 2021 Q1 | 2021-05-13 | Reduce | 196,144 | -1,256 | -0.6% | $73.0M | 0.32% |
| 2020 Q4 | 2021-02-12 | Add | 197,400 | 373 | +0.2% | $69.2M | 0.33% |
| 2020 Q3 | 2020-11-12 | Reduce | 197,027 | -4,252 | -2.1% | $61.4M | 0.34% |
| 2020 Q2 | 2020-08-12 | Reduce | 201,279 | -14,337 | -6.6% | $59.4M | 0.34% |
| 2020 Q1 | 2020-05-15 | Reduce | 215,616 | -5,580 | -2.5% | $53.8M | 0.36% |
| 2019 Q4 | 2020-02-13 | Reduce | 221,196 | -13,885 | -5.9% | $65.0M | 0.31% |
| 2019 Q3 | 2019-11-13 | Add | 235,081 | 35,601 | +17.8% | $51.1M | 0.26% |
| 2019 Q2 | 2019-08-13 | Add | 199,480 | 75,479 | +60.9% | $48.7M | 0.24% |
| 2019 Q1 | 2019-05-14 | Add | 124,001 | 67,693 | +120.2% | $30.7M | 0.15% |
| 2018 Q4 | 2019-02-12 | Add | 56,308 | 1,940 | +3.6% | $14.0M | 0.08% |
| 2018 Q3 | 2018-11-13 | Add | 54,368 | 72 | +0.1% | $14.5M | 0.06% |
| 2018 Q2 | 2018-08-13 | Reduce | 54,296 | -739 | -1.3% | $13.3M | 0.06% |
| 2018 Q1 | 2018-05-14 | Reduce | 55,035 | -11,671 | -17.5% | $11.8M | 0.05% |
| 2017 Q4 | 2018-02-13 | Reduce | 66,706 | -1,238,429 | -94.9% | $14.7M | 0.06% |
| 2017 Q3 | 2017-11-16 | Reduce | 1,305,135 | -1,228,598 | -48.5% | $255.6M | 1.09% |
| 2017 Q2 | 2017-08-09 | Reduce | 2,533,733 | -380,290 | -13.1% | $469.8M | 2.06% |
| 2017 Q1 | 2017-05-12 | Reduce | 2,914,023 | -125,165 | -4.1% | $477.9M | 2.06% |
| 2016 Q4 | 2017-02-13 | Reduce | 3,039,188 | -211,639 | -6.5% | $486.4M | 2.13% |
| 2016 Q3 | 2016-11-14 | New | 3,250,827 | 3,250,827 | — | $455.1M | 1.98% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.