Dan Polen - Polen Capital Management
Holding/activity history for United Health Group Inc. (UNH)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2025 Q4 | 1,197 | <0.01 | Reduce 19.29% | <0.01 | $330.18 | $395,225 | SEC |
| 2025 Q3 | 1,483 | <0.01 | Reduce 75.98% | <0.01 | $345.21 | $511,943 | SEC |
| 2025 Q2 | 6,174 | 0.01 | Reduce 99.40% | 1.70 | $311.97 | $1,926,106 | SEC |
| 2025 Q1 | 1,037,575 | 1.71 | Reduce 7.82% | 0.12 | $523.75 | $543,430,017 | SEC |
| 2024 Q4 | 1,125,593 | 1.54 | Reduce 43.62% | 1.31 | $505.86 | $569,392,234 | SEC |
| 2024 Q3 | 1,996,422 | 3.01 | Reduce 11.23% | 0.32 | $584.68 | $1,167,268,172 | SEC |
| 2024 Q2 | 2,249,052 | 2.87 | Reduce 6.05% | 0.17 | $509.26 | $1,145,352,473 | SEC |
| 2024 Q1 | 2,393,781 | 2.74 | Reduce 1.70% | 0.05 | $494.70 | $1,184,203,557 | SEC |
| 2023 Q4 | 2,435,074 | 3.09 | Reduce 4.06% | 0.14 | $526.47 | $1,281,993,589 | SEC |
| 2023 Q3 | 2,538,134 | 3.37 | Reduce 4.45% | 0.14 | $504.19 | $1,279,701,925 | SEC |
| 2023 Q2 | 2,656,274 | 3.17 | Reduce 2.08% | 0.07 | $480.64 | $1,276,711,346 | SEC |
| 2023 Q1 | 2,712,634 | 3.38 | Reduce 0.48% | 0.02 | $472.59 | $1,281,964,170 | SEC |
| 2022 Q4 | 2,725,675 | 4.22 | Reduce 4.35% | 0.18 | $530.18 | $1,445,098,250 | SEC |
| 2022 Q3 | 2,849,593 | 4.03 | Reduce 2.30% | 0.09 | $505.04 | $1,439,158,000 | SEC |
| 2022 Q2 | 2,916,673 | 3.96 | Reduce 22.49% | 0.84 | $513.63 | $1,498,091,000 | SEC |
| 2022 Q1 | 3,762,772 | 3.75 | Reduce 2.96% | 0.10 | $509.97 | $1,918,901,000 | SEC |
| 2021 Q4 | 3,877,447 | 3.27 | Add 1.85% | 0.06 | $502.14 | $1,947,021,000 | SEC |
| 2021 Q3 | 3,806,974 | 2.73 | Add 1.90% | 0.05 | $390.74 | $1,487,537,000 | SEC |
| 2021 Q2 | 3,736,081 | 2.87 | Add 4.66% | 0.13 | $400.44 | $1,496,076,000 | SEC |
| 2021 Q1 | 3,569,650 | 2.99 | Add 2.76% | 0.08 | $372.07 | $1,328,160,000 | SEC |
| 2020 Q4 | 3,473,709 | 2.84 | Add 1.60% | 0.04 | $350.68 | $1,218,160,000 | SEC |
| 2020 Q3 | 3,419,053 | 2.86 | Buy | 2.86 | $311.77 | $1,065,958,000 | SEC |