Donald Yacktman
Yacktman Asset Management
Donald Yacktman UnitedHealth Group Incorporated stake
total: 148
Yacktman Asset Management UNH trades
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 3
- Reduced:
- 1
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Donald Yacktman holds 171,768 UnitedHealth Group Incorporated (UNH) shares with a market value of roughly $71.39M accounting for 0.88% of the overall portfolio. To date, the estimated cost basis is nearly $322.18 for "buy" trades and estimated average "sell" price is $330.11. Yacktman Asset Management first purchased UNH in 2025 Q2, initially acquiring 129,000 shares. Since the initial investment in UnitedHealth Group Incorporated (UNH), Yacktman Asset Management has made 4 more transactions.
When did Donald Yacktman buy UnitedHealth Group Incorporated (UNH)?
Donald Yacktman first invested in UnitedHealth Group Incorporated (UNH) in 2025 Q2 at the reported quarter-end price of $311.97 per share.
What's the cost basis of Yacktman Asset Management's UNH stake?
The estimated cost basis for UnitedHealth Group Incorporated (UNH) stake is around $322.18 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $322.18
- Weighted AVG sell price:
- $330.11
Donald Yacktman's historical trades in UnitedHealth Group Incorporated
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.88%
|
171,768
|
$415.63
|
$71,391,934
|
+1.96% (+3,308)
|
+0.02%
|
|
2026 Q1
|
0.61%
|
168,460
|
$270.59
|
$45,583,591
|
+0.54% (+910)
|
+0%
|
|
2025 Q4
|
0.77%
|
167,550
|
$330.11
|
$55,309,931
|
-4.03% (-7,038)
|
-0.03%
|
|
2025 Q3
|
0.83%
|
174,588
|
$345.30
|
$60,285,236
|
+35.34% (+45,588)
|
+0.22%
|
|
2025 Q2
|
0.54%
|
129,000
|
$311.97
|
$40,244,130
|
new
|
+0.54%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.