UNH
UnitedHealth Group Incorporated
UnitedHealth Group Incorporated historical holders
total: 37
Sequoia Fund UnitedHealth Group Incorporated transactions over time
- Total transactions:
- 12
- New positions:
- 1
- Added:
- 2
- Reduced:
- 9
- Held since:
- 2020 Q1
- Held for:
- 25 quarters
- Latest activity:
- 2025 Q4
Sequoia Fund has been an institutional investor in UnitedHealth Group Incorporated (UNH) since 2020 Q1. According to 2026 Q1 report, Sequoia Fund holds 277,001 shares with a market value of roughly $74.95M representing 2.31% of their equity portfolio. The fund/company first acquired UNH in 2020 Q1, initially purchasing 504,853 shares. Since the initial investment, Sequoia Fund has made 11 more transactions in this position.
Does Sequoia Fund still hold UNH?
Yes, Sequoia Fund continues to hold UnitedHealth Group Incorporated (UNH). According to their 2026 Q1 report, they maintain a position of 277,001 shares valued at approximately $74.95M, representing 2.31% of their equity portfolio.
When did Sequoia Fund first invest in UNH?
Sequoia Fund first invested in UnitedHealth Group Incorporated (UNH) in 2020 Q1 at the reported quarter-end price of $249.38 per share, acquiring 504,853 shares in their initial purchase.
What is Sequoia Fund's average cost basis for UNH?
Based on historical transaction data, Sequoia Fund's estimated cost basis for UnitedHealth Group Incorporated (UNH) is approximately $266.93 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $266.93
- Weighted AVG sell price:
- $494.15
UNH transactions history by Sequoia Fund
12 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q4
|
2.51%
|
277,001
|
$330.11
|
$91,440,800
|
-0.16% (-443)
|
-0%
|
|
2025 Q2
|
2.30%
|
277,444
|
$311.97
|
$86,554,205
|
-12.55% (-39,832)
|
-0.38%
|
|
2024 Q4
|
4.96%
|
317,276
|
$505.86
|
$160,497,237
|
-15.49% (-58,165)
|
-0.83%
|
|
2023 Q3
|
6.65%
|
375,441
|
$504.19
|
$189,293,598
|
-2.70% (-10,433)
|
-0.18%
|
|
2022 Q4
|
7.03%
|
385,874
|
$530.18
|
$204,582,677
|
-17.06% (-79,350)
|
-1.49%
|
|
2022 Q2
|
7.43%
|
465,224
|
$513.63
|
$238,953,003
|
-25.40% (-158,384)
|
-2.01%
|
|
2022 Q1
|
7.88%
|
623,608
|
$509.97
|
$318,021,372
|
-4.69% (-30,659)
|
-0.32%
|
|
2021 Q4
|
6.77%
|
654,267
|
$502.14
|
$328,533,631
|
-2.79% (-18,782)
|
-0.2%
|
|
2021 Q2
|
5.64%
|
673,049
|
$400.44
|
$269,515,742
|
+2.24% (+14,764)
|
+0.12%
|
|
2020 Q3
|
5.26%
|
$311.77
|
+30.44% (+153,621)
|
|||
|
2020 Q2
|
4.19%
|
$294.95
|
-0.04% (-189)
|
|||
|
2020 Q1
|
4.33%
|
$249.38
|
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.