UNH
UnitedHealth Group Incorporated
UnitedHealth Group Incorporated historical holders
total: 37
Hillman Value Fund UnitedHealth Group Incorporated transactions over time
- Total transactions:
- 2
- New positions:
- 1
- Reduced:
- 1
- Held since:
- 2025 Q3
- Held for:
- 3 quarters
- Latest activity:
- 2025 Q4
Mark A. Hillman has been an institutional investor in UnitedHealth Group Incorporated (UNH) since 2025 Q3. According to 2026 Q1 report, Mark A. Hillman holds 7,400 shares with a market value of roughly $2.00M representing 2.41% of their equity portfolio. The fund/company first acquired UNH in 2025 Q3, initially purchasing 7,900 shares. Since the initial investment, Hillman Value Fund has made 1 more transaction in this position.
Does Mark A. Hillman still hold UNH?
Yes, Mark A. Hillman continues to hold UnitedHealth Group Incorporated (UNH). According to their 2026 Q1 report, they maintain a position of 7,400 shares valued at approximately $2.00M, representing 2.41% of their equity portfolio.
When did Mark A. Hillman first invest in UNH?
Mark A. Hillman first invested in UnitedHealth Group Incorporated (UNH) in 2025 Q3 at the reported quarter-end price of $345.30 per share, acquiring 7,900 shares in their initial purchase.
What is Mark A. Hillman's average cost basis for UNH?
Based on historical transaction data, Mark A. Hillman's estimated cost basis for UnitedHealth Group Incorporated (UNH) is approximately $345.30 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $345.30
- Weighted AVG sell price:
- $330.11
UNH transactions history by Hillman Value Fund
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q4
|
2.61%
|
7,400
|
$330.11
|
$2,442,814
|
-6.33% (-500)
|
-0.16%
|
|
2025 Q3
|
2.60%
|
7,900
|
$345.30
|
$2,727,870
|
new
|
+2.6%
|
* 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.