Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
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 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