GMO (Jeremy Grantham) — 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 | 2,825,022 | -333,429 | -10.6% | $1.17B | 2.65% |
| 2026 Q1 | 2026-05-14 | Add | 3,158,451 | 488,292 | +18.3% | $854.6M | 2.19% |
| 2025 Q4 | 2026-02-17 | Add | 2,670,159 | 3,536 | +0.1% | $881.4M | 2.25% |
| 2025 Q3 | 2025-11-13 | Add | 2,666,623 | 525,175 | +24.5% | $920.8M | 2.60% |
| 2025 Q2 | 2025-08-13 | Reduce | 2,141,448 | -82,898 | -3.7% | $668.1M | 2.01% |
| 2025 Q1 | 2025-05-14 | Add | 2,224,346 | 153,378 | +7.4% | $1.17B | 3.67% |
| 2024 Q4 | 2025-02-13 | Add | 2,070,968 | 380,459 | +22.5% | $1.05B | 3.41% |
| 2024 Q3 | 2024-11-13 | Reduce | 1,690,509 | -292,023 | -14.7% | $988.4M | 3.10% |
| 2024 Q2 | 2024-08-13 | Add | 1,982,532 | 171,215 | +9.5% | $1.01B | 3.41% |
| 2024 Q1 | 2024-05-14 | Add | 1,811,317 | 222,086 | +14.0% | $896.1M | 3.26% |
| 2023 Q4 | 2024-02-13 | Add | 1,589,231 | 54,511 | +3.6% | $836.7M | 3.69% |
| 2023 Q3 | 2023-11-13 | Add | 1,534,720 | 178,597 | +13.2% | $773.8M | 3.65% |
| 2023 Q2 | 2023-08-14 | Add | 1,356,123 | 227,882 | +20.2% | $651.8M | 3.02% |
| 2023 Q1 | 2023-05-12 | Add | 1,128,241 | 84,228 | +8.1% | $533.2M | 2.71% |
| 2022 Q4 | 2023-02-13 | Reduce | 1,044,013 | -46,639 | -4.3% | $553.5M | 2.95% |
| 2022 Q3 | 2022-11-10 | Reduce | 1,090,652 | -4,242 | -0.4% | $550.8M | 3.18% |
| 2022 Q2 | 2022-08-12 | Reduce | 1,094,894 | -344,391 | -23.9% | $562.4M | 3.05% |
| 2022 Q1 | 2022-05-13 | Reduce | 1,439,285 | -91,480 | -6.0% | $734.0M | 3.54% |
| 2021 Q4 | 2022-02-11 | Reduce | 1,530,765 | -15,541 | -1.0% | $768.7M | 3.69% |
| 2021 Q3 | 2021-11-12 | Add | 1,546,306 | 70,434 | +4.8% | $604.2M | 2.99% |
| 2021 Q2 | 2021-08-12 | Add | 1,475,872 | 3,348 | +0.2% | $591.0M | 2.95% |
| 2021 Q1 | 2021-05-13 | Reduce | 1,472,524 | -91,257 | -5.8% | $547.9M | 2.99% |
| 2020 Q4 | 2021-02-12 | Reduce | 1,563,781 | -1,552 | -0.1% | $548.4M | 3.37% |
| 2020 Q3 | 2020-11-13 | Add | 1,565,333 | 47,577 | +3.1% | $488.0M | 3.47% |
| 2020 Q2 | 2020-08-13 | Add | 1,517,756 | 58,271 | +4.0% | $447.7M | 3.32% |
| 2020 Q1 | 2020-05-14 | Reduce | 1,459,485 | -91,341 | -5.9% | $364.0M | 3.04% |
| 2019 Q4 | 2020-02-13 | Reduce | 1,550,826 | -7,747 | -0.5% | $455.9M | 3.04% |
| 2019 Q3 | 2019-11-13 | Add | 1,558,573 | 226,748 | +17.0% | $338.7M | 2.35% |
| 2019 Q2 | 2019-08-13 | Add | 1,331,825 | 282,967 | +27.0% | $325.0M | 2.29% |
| 2019 Q1 | 2019-05-14 | Reduce | 1,048,858 | -131,573 | -11.1% | $259.3M | 1.86% |
| 2018 Q4 | 2019-02-13 | Reduce | 1,180,431 | -390,189 | -24.8% | $294.1M | 2.35% |
| 2018 Q3 | 2018-11-14 | Reduce | 1,570,620 | -394,801 | -20.1% | $417.8M | 2.83% |
| 2018 Q2 | 2018-08-14 | Reduce | 1,965,421 | -800,328 | -28.9% | $482.2M | 3.42% |
| 2018 Q1 | 2018-05-15 | Add | 2,765,749 | 106,071 | +4.0% | $591.9M | 3.62% |
| 2017 Q4 | 2018-02-14 | Reduce | 2,659,678 | -210,519 | -7.3% | $586.4M | 3.46% |
| 2017 Q3 | 2017-11-14 | Reduce | 2,870,197 | -716,816 | -20.0% | $562.1M | 3.29% |
| 2017 Q2 | 2017-08-14 | Add | 3,587,013 | 65,329 | +1.9% | $665.1M | 3.67% |
| 2017 Q1 | 2017-05-15 | Reduce | 3,521,684 | -381,090 | -9.8% | $577.6M | 3.26% |
| 2016 Q4 | 2017-02-13 | Reduce | 3,902,774 | -627,072 | -13.8% | $624.6M | 3.37% |
| 2016 Q3 | 2016-11-10 | New | 4,529,846 | 4,529,846 | — | $634.2M | 2.99% |
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.