John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  United Health Group Inc. (UNH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 9,466,756 1.41 Add 3.20% 0.04 $270.59 $2,561,609,506 SEC
2025   Q4 9,172,769 1.63 Reduce 3.50% 0.06 $330.11 $3,028,022,775 SEC
2025   Q3 9,505,636 1.77 Add 8.63% 0.14 $345.30 $3,282,296,111 SEC
2025   Q2 8,750,560 1.53 Add 117.66% 0.83 $311.97 $2,729,912,203 SEC
2025   Q1 4,020,368 1.20 Reduce 1.78% 0.02 $523.75 $2,105,667,740 SEC
2024   Q4 4,093,228 1.20 Add 4.90% 0.06 $505.86 $2,070,600,316 SEC
2024   Q3 3,902,210 1.29 Reduce 0.49% <0.01 $584.68 $2,281,544,143 SEC
2024   Q2 3,921,445 1.20 Reduce 0.62% <0.01 $509.26 $1,997,035,081 SEC
2024   Q1 3,946,005 1.13 Add 15.85% 0.15 $494.70 $1,952,088,674 SEC
2023   Q4 3,406,192 1.14 Reduce 1.19% 0.01 $526.47 $1,793,257,902 SEC
2023   Q3 3,447,190 1.18 Add 0.01% <0.01 $504.19 $1,738,038,726 SEC
2023   Q2 3,446,770 1.11 Reduce 1.22% 0.01 $480.64 $1,656,655,533 SEC
2023   Q1 3,489,512 1.13 Reduce 1.11% 0.01 $472.59 $1,649,108,476 SEC
2022   Q4 3,528,710 1.29 Reduce 7.20% 0.11 $530.18 $1,870,851,468 SEC
2022   Q3 3,802,415 1.46 Reduce 6.27% 0.09 $505.04 $1,920,372,000 SEC
2022   Q2 4,056,590 1.45 Reduce 4.47% 0.06 $513.63 $2,083,586,000 SEC
2022   Q1 4,246,215 1.32 Reduce 0.67% <0.01 $509.97 $2,165,442,000 SEC
2021   Q4 4,274,705 1.33 Reduce 3.08% 0.03 $502.14 $2,146,500,000 SEC
2021   Q3 4,410,525 1.13 Reduce 2.74% 0.03 $390.74 $1,723,369,000 SEC
2021   Q2 4,534,630 1.19 Reduce 5.41% 0.07 $400.44 $1,815,847,000 SEC
2021   Q1 4,793,869 1.28 Reduce 8.61% 0.13 $372.07 $1,783,655,000 SEC
2020   Q4 5,245,261 1.46 Reduce 19.95% 0.37 $350.68 $1,839,408,000 SEC
2020   Q3 6,552,465 1.87 Reduce 1.85% 0.03 $311.77 $2,042,862,000 SEC
2020   Q2 6,675,828 1.82 Reduce 20.92% 0.48 $294.95 $1,969,035,000 SEC
2020   Q1 8,442,314 2.28 Add 1.95% 0.04 $249.38 $2,105,344,000 SEC
2019   Q4 8,281,222 1.87 Add 14.19% 0.23 $293.98 $2,434,514,000 SEC
2019   Q3 7,252,129 1.30 Add 9.37% 0.11 $217.32 $1,576,033,000 SEC
2019   Q2 6,631,047 1.31 Add 5.24% 0.07 $244.01 $1,618,042,000 SEC
2019   Q1 6,300,827 1.28 Reduce 0.71% 0.01 $247.26 $1,557,942,000 SEC
2018   Q4 6,345,642 1.46 Reduce 1.58% 0.02 $249.12 $1,580,826,000 SEC
2018   Q3 6,447,568 1.32 Reduce 10.27% 0.15 $266.04 $1,715,311,000 SEC
2018   Q2 7,185,453 1.43 Reduce 2.99% 0.04 $245.34 $1,762,879,000 SEC
2018   Q1 7,406,972 1.31 Reduce 21.35% 0.35 $214.00 $1,585,092,000 SEC
2017   Q4 9,417,622 1.65 Reduce 1.96% 0.03 $220.46 $2,076,209,000 SEC
2017   Q3 9,605,624 1.55 Reduce 4.61% 0.07 $195.85 $1,881,261,000 SEC
2017   Q2 10,070,308 1.62 Reduce 0.71% 0.01 $185.42 $1,867,237,000 SEC
2017   Q1 10,142,183 1.45 Reduce 2.13% 0.03 $164.01 $1,663,419,000 SEC
2016   Q4 10,363,411 1.50 Reduce 24.23% 0.44 $160.04 $1,658,560,000 SEC
2016   Q3 13,677,691 1.83 Reduce 7.20% 0.15 $140.00 $1,914,877,000 SEC
2016   Q2 14,739,539 2.13 Reduce 2.92% 0.06 $141.20 $2,081,223,000 SEC
2016   Q1 15,183,189 1.99 Add 9.55% 0.17 $128.90 $1,957,113,000 SEC
2015   Q4 13,859,053 1.66 Add 8.31% 0.13 $117.64 $1,630,379,000 SEC
2015   Q3 12,795,477 1.55 Reduce 22.05% 0.41 $116.01 $1,484,403,000 SEC
2015   Q2 16,415,117 1.87 Reduce 2.85% 0.05 $122.00 $2,002,644,000 SEC
2015   Q1 16,896,393 1.92 Add 0.05% <0.01 $118.29 $1,998,674,000 SEC
2014   Q4 16,887,943 1.65 Reduce 0.12% <0.01 $101.09 $1,707,202,000 SEC
2014   Q3 16,907,750 1.43 Add 2.23% 0.03 $86.25 $1,458,293,000 SEC
2014   Q2 16,538,560 1.32 Add 26.46% 0.28 $81.75 $1,352,027,000 SEC
2014   Q1 13,078,536 1.13 Add 15.50% 0.15 $81.99 $1,072,309,000 SEC
2013   Q4 11,322,985 0.92 Add 82.61% 0.42 $75.30 $852,621,000 SEC
2013   Q3 6,200,700 0.52 Add 474.26% 0.43 $71.61 $444,032,000 SEC
2013   Q2 1,079,766 0.09 Buy 0.09 $65.48 $70,703,000 SEC
2010   Q4 0 0.00 Sell 100.00% <0.01 SEC
2010   Q3 9,300 <0.01 Reduce 99.12% 0.04 $35.16 $327,000 SEC
2010   Q2 1,057,330 0.04 Reduce 95.98% 1.04 $28.40 $30,028,000 SEC
2010   Q1 26,333,131 1.08 Reduce 28.66% 0.43 $32.67 $860,303,000 SEC
2009   Q4 36,914,231 1.49 Reduce 15.11% 0.22 $30.48 $1,125,146,000 SEC
2009   Q3 43,482,531 1.46 Reduce 2.35% 0.04 $25.04 $1,088,803,000 SEC
2009   Q2 44,530,131 1.78 Reduce 3.28% 0.06 $24.98 $1,112,363,000 SEC
2009   Q1 46,041,381 1.85 Reduce 12.13% 0.27 $20.93 $963,646,000 SEC
2008   Q4 52,396,231 2.21 Add 30.09% 0.51 $26.60 $1,393,740,000 SEC
2008   Q3 40,276,065 1.20 Add 24.44% 0.24 $25.39 $1,022,609,000 SEC
2008   Q2 32,364,581 0.84 Add 70.38% 0.35 $26.25 $849,570,000 SEC
2008   Q1 18,995,312 1.69 Buy 1.69 $34.36 $652,679,000 SEC
2007   Q4 0 0.00 Sell 100.00% 0.53 SEC
2007   Q3 11,244,000 0.53 Buy 0.53 $48.43 $544,547,000 SEC