Dodge & Cox — 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 | 2026-08-13 | Reduce | 9,072,258 | -394,498 | -4.2% | $3.77B | 1.97% |
| 2026 Q1 | 2026-05-14 | Add | 9,466,756 | 293,987 | +3.2% | $2.56B | 1.41% |
| 2025 Q4 | 2026-02-13 | Reduce | 9,172,769 | -332,867 | -3.5% | $3.03B | 1.64% |
| 2025 Q3 | 2025-11-13 | Add | 9,505,636 | 755,076 | +8.6% | $3.28B | 1.77% |
| 2025 Q2 | 2025-08-13 | Add | 8,750,560 | 4,730,192 | +117.7% | $2.73B | 1.53% |
| 2025 Q1 | 2025-05-14 | Reduce | 4,020,368 | -72,860 | -1.8% | $2.11B | 1.20% |
| 2024 Q4 | 2025-02-13 | Add | 4,093,228 | 191,018 | +4.9% | $2.07B | 1.21% |
| 2024 Q3 | 2024-11-13 | Reduce | 3,902,210 | -19,235 | -0.5% | $2.28B | 1.29% |
| 2024 Q2 | 2024-08-13 | Reduce | 3,921,445 | -24,560 | -0.6% | $2.00B | 1.20% |
| 2024 Q1 | 2024-05-14 | Add | 3,946,005 | 539,813 | +15.8% | $1.95B | 1.13% |
| 2023 Q4 | 2024-02-22 | Reduce | 3,406,192 | -40,998 | -1.2% | $1.79B | 1.14% |
| 2023 Q3 | 2023-11-14 | Add | 3,447,190 | 420 | +0.0% | $1.74B | 1.17% |
| 2023 Q2 | 2023-08-14 | Reduce | 3,446,770 | -42,742 | -1.2% | $1.66B | 1.10% |
| 2023 Q1 | 2023-05-12 | Reduce | 3,489,512 | -39,198 | -1.1% | $1.65B | 1.12% |
| 2022 Q4 | 2023-02-14 | Reduce | 3,528,710 | -273,705 | -7.2% | $1.87B | 1.28% |
| 2022 Q3 | 2022-11-10 | Reduce | 3,802,415 | -254,175 | -6.3% | $1.92B | 1.46% |
| 2022 Q2 | 2022-08-12 | Reduce | 4,056,590 | -189,625 | -4.5% | $2.08B | 1.44% |
| 2022 Q1 | 2022-05-13 | Reduce | 4,246,215 | -28,490 | -0.7% | $2.17B | 1.32% |
| 2021 Q4 | 2022-02-14 | Reduce | 4,274,705 | -135,820 | -3.1% | $2.15B | 1.33% |
| 2021 Q3 | 2021-11-15 | Reduce | 4,410,525 | -124,105 | -2.7% | $1.72B | 1.12% |
| 2021 Q2 | 2021-08-13 | Reduce | 4,534,630 | -259,239 | -5.4% | $1.82B | 1.19% |
| 2021 Q1 | 2021-05-14 | Reduce | 4,793,869 | -451,392 | -8.6% | $1.78B | 1.27% |
| 2020 Q4 | 2021-02-11 | Reduce | 5,245,261 | -1,307,204 | -19.9% | $1.84B | 1.45% |
| 2020 Q3 | 2020-11-13 | Reduce | 6,552,465 | -123,363 | -1.8% | $2.04B | 1.87% |
| 2020 Q2 | 2020-08-13 | Reduce | 6,675,828 | -1,766,486 | -20.9% | $1.97B | 1.81% |
| 2020 Q1 | 2020-05-14 | Add | 8,442,314 | 161,092 | +1.9% | $2.11B | 2.28% |
| 2019 Q4 | 2020-02-13 | Add | 8,281,222 | 1,029,093 | +14.2% | $2.43B | 1.86% |
| 2019 Q3 | 2019-11-13 | Add | 7,252,129 | 621,082 | +9.4% | $1.58B | 1.30% |
| 2019 Q2 | 2019-08-13 | Add | 6,631,047 | 330,220 | +5.2% | $1.62B | 1.31% |
| 2019 Q1 | 2019-05-14 | Reduce | 6,300,827 | -44,815 | -0.7% | $1.56B | 1.28% |
| 2018 Q4 | 2019-02-14 | Reduce | 6,345,642 | -101,926 | -1.6% | $1.58B | 1.45% |
| 2018 Q3 | 2018-11-21 | Reduce | 6,447,568 | -737,885 | -10.3% | $1.72B | 1.31% |
| 2018 Q2 | 2018-08-14 | Reduce | 7,185,453 | -221,519 | -3.0% | $1.76B | 1.41% |
| 2018 Q1 | 2018-05-14 | Reduce | 7,406,972 | -2,010,650 | -21.3% | $1.59B | 1.28% |
| 2017 Q4 | 2018-02-14 | Reduce | 9,417,622 | -188,002 | -2.0% | $2.08B | 1.61% |
| 2017 Q3 | 2017-11-13 | Reduce | 9,605,624 | -464,684 | -4.6% | $1.88B | 1.51% |
| 2017 Q2 | 2017-08-11 | Reduce | 10,070,308 | -71,875 | -0.7% | $1.87B | 1.57% |
| 2017 Q1 | 2017-05-12 | Reduce | 10,142,183 | -221,228 | -2.1% | $1.66B | 1.41% |
| 2016 Q4 | 2017-03-20 | Reduce | 10,363,411 | -3,314,280 | -24.2% | $1.66B | 1.47% |
| 2016 Q3 | 2016-11-14 | New | 13,677,691 | 13,677,691 | — | $1.91B | 1.80% |
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.