Mairs & Power Growth Fund UnitedHealth Group Incorporated transactions over time
UNH
UnitedHealth Group Incorporated historical holders
total: 37
Transactions details
- Total transactions:
- 20
- New positions:
- 1
- Added:
- 8
- Reduced:
- 11
- Held since:
- 2019 Q3
- Held for:
- 28 quarters
- Latest activity:
- 2026 Q2
Mairs & Power Growth Fund has been an institutional investor in UnitedHealth Group Incorporated (UNH) since 2019 Q3. According to 2026 Q2 report, Mairs & Power Growth Fund holds 283,007 shares with a market value of roughly $117.63M representing 2.12% of their equity portfolio. The fund/company first acquired UNH in 2019 Q3, initially purchasing 526,500 shares. Since the initial investment, Mairs & Power Growth Fund has made 19 more transactions in this position.
Does Mairs & Power Growth Fund still hold UNH?
Yes, Mairs & Power Growth Fund continues to hold UnitedHealth Group Incorporated (UNH). According to their 2026 Q2 report, they maintain a position of 283,007 shares valued at approximately $117.63M, representing 2.12% of their equity portfolio.
When did Mairs & Power Growth Fund first invest in UNH?
Mairs & Power Growth Fund first invested in UnitedHealth Group Incorporated (UNH) in 2019 Q3 at the reported quarter-end price of $217.32 per share, acquiring 526,500 shares in their initial purchase.
What is Mairs & Power Growth Fund's average cost basis for UNH?
Based on historical transaction data, Mairs & Power Growth Fund's estimated cost basis for UnitedHealth Group Incorporated (UNH) is approximately $287.54 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $287.54
- Weighted AVG sell price:
- $381.70
UNH transactions history by Mairs & Power Growth Fund
20 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
2.12%
|
283,007
|
$415.63
|
$117,626,199
|
-33.10% (-140,000)
|
-1.16%
|
|
2026 Q1
|
2.28%
|
423,007
|
$270.59
|
$114,461,464
|
-16.00% (-80,576)
|
-0.39%
|
|
2025 Q4
|
3.00%
|
503,583
|
$330.11
|
$166,237,784
|
-28.93% (-205,000)
|
-1.19%
|
|
2025 Q2
|
4.11%
|
708,583
|
$311.97
|
$221,056,639
|
+22.59% (+130,583)
|
+0.76%
|
|
2025 Q1
|
5.92%
|
578,000
|
$523.75
|
$302,727,500
|
+6.45% (+35,000)
|
+0.36%
|
|
2024 Q4
|
5.01%
|
543,000
|
$505.86
|
$274,681,980
|
-4.40% (-25,000)
|
-0.22%
|
|
2024 Q3
|
5.81%
|
568,000
|
$584.68
|
$332,098,240
|
+6.97% (+37,000)
|
+0.38%
|
|
2024 Q2
|
4.87%
|
531,000
|
$509.26
|
$270,417,060
|
+1.14% (+6,000)
|
+0.05%
|
|
2023 Q3
|
5.88%
|
525,000
|
$504.19
|
$264,699,750
|
+1.94% (+10,000)
|
+0.11%
|
|
2023 Q2
|
5.08%
|
515,000
|
$480.64
|
$247,529,600
|
+1.78% (+9,000)
|
+0.09%
|
|
2022 Q4
|
6.20%
|
$530.18
|
-1.56% (-8,000)
|
|||
|
2022 Q3
|
6.14%
|
$505.04
|
-4.99% (-27,000)
|
|||
|
2022 Q2
|
6.21%
|
$513.63
|
-6.88% (-40,000)
|
|||
|
2022 Q1
|
5.45%
|
$509.97
|
-4.75% (-29,000)
|
|||
|
2021 Q4
|
5.15%
|
$502.14
|
-0.81% (-5,000)
|
|||
|
2021 Q1
|
4.48%
|
$372.07
|
+20.59% (+105,000)
|
|||
|
2020 Q4
|
3.68%
|
$350.68
|
+1.27% (+6,400)
|
|||
|
2020 Q2
|
3.55%
|
$294.95
|
-2.50% (-12,900)
|
|||
|
2020 Q1
|
3.54%
|
$249.38
|
-1.90% (-10,000)
|
|||
|
2019 Q3
|
2.61%
|
$217.32
|
new
|
|||
* 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.