UNH
UnitedHealth Group Incorporated
UnitedHealth Group Incorporated historical holders
total: 37
Lone Pine Capital UnitedHealth Group Incorporated transactions over time
- Total transactions:
- 28
- New positions:
- 3
- Sold out:
- 3
- Added:
- 9
- Reduced:
- 13
- Held since:
- 2025 Q2
- Held for:
- 1 quarter
- Latest activity:
- 2025 Q3
Stephen Mandel has been an institutional investor in UnitedHealth Group Incorporated (UNH) since 2017 Q2. According to 2026 Q2 report, Stephen Mandel doesn't hold any shares. The fund/company first acquired UNH in 2017 Q2, initially purchasing about 1.71M shares. Stephen Mandel later completely sold out the position and reinvested in UNH again in 2025 Q2. Since the initial investment, Lone Pine Capital has made 27 more transactions in this position.
When did Stephen Mandel exit their UNH position?
Stephen Mandel no longer holds UnitedHealth Group Incorporated (UNH). They sold off their entire position in 2025 Q3, closing out an investment that began in 2017 Q2.
When did Stephen Mandel first invest in UNH?
Stephen Mandel first invested in UnitedHealth Group Incorporated (UNH) in 2017 Q2 at the reported quarter-end price of $185.42 per share, acquiring 1,705,353 shares in their initial purchase.
What is Stephen Mandel's average cost basis for UNH?
Based on historical transaction data, Stephen Mandel's estimated cost basis for UnitedHealth Group Incorporated (UNH) is approximately $311.97 per share. This represents their average reported price* across all buy transactions.
Has Stephen Mandel reinvested in UNH after selling?
Yes, Stephen Mandel has shown renewed interest in UnitedHealth Group Incorporated (UNH). After completely selling their position, they reinitiated an investment in 2025 Q2, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $311.97
- Weighted AVG sell price:
- $311.97
UNH transactions history by Lone Pine Capital
28 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q3
|
0.00%
|
0
|
$311.97
|
|
-100% (-1,693,347)
|
-3.82%
|
|
2025 Q2
|
3.82%
|
1,693,347
|
$311.97
|
$528,273,464
|
new
|
+3.82%
|
|
2024 Q4
|
0.00%
|
0
|
$584.68
|
|
-100% (-821,880)
|
-3.58%
|
|
2024 Q3
|
3.58%
|
821,880
|
$584.68
|
$480,536,798
|
-12.97% (-122,437)
|
-0.58%
|
|
2024 Q2
|
3.90%
|
944,317
|
$509.26
|
$480,902,875
|
new
|
+3.9%
|
|
2024 Q1
|
0.00%
|
0
|
$526.47
|
|
-100% (-891,167)
|
-4.06%
|
|
2023 Q1
|
3.90%
|
891,167
|
$472.59
|
$421,156,613
|
-16.21% (-172,433)
|
-0.78%
|
|
2022 Q4
|
5.38%
|
1,063,600
|
$530.18
|
$563,899,448
|
+13.21% (+124,144)
|
+0.63%
|
|
2022 Q3
|
4.47%
|
939,456
|
$505.04
|
$474,463,000
|
+17.39% (+139,144)
|
+0.66%
|
|
2022 Q2
|
3.88%
|
800,312
|
$513.63
|
$411,064,000
|
-7.54% (-65,266)
|
-0.2%
|
|
2022 Q1
|
2.63%
|
$509.97
|
-62.30% (-1,430,509)
|
|||
|
2021 Q4
|
4.72%
|
$502.14
|
-23.62% (-709,903)
|
|||
|
2021 Q2
|
3.88%
|
$400.44
|
-4.47% (-140,584)
|
|||
|
2021 Q1
|
4.25%
|
$372.07
|
-1.05% (-33,446)
|
|||
|
2020 Q4
|
4.05%
|
$350.68
|
-19.42% (-766,411)
|
|||
|
2020 Q3
|
5.28%
|
$311.77
|
+30.50% (+922,392)
|
|||
|
2020 Q2
|
4.58%
|
$294.95
|
-34.46% (-1,589,932)
|
|||
|
2020 Q1
|
7.00%
|
$249.38
|
+8.74% (+370,917)
|
|||
|
2019 Q4
|
6.68%
|
$293.98
|
-6.31% (-285,800)
|
|||
|
2019 Q3
|
5.79%
|
$217.32
|
+20.06% (+756,600)
|
|||
|
2019 Q2
|
5.72%
|
$244.01
|
+5.53% (+197,536)
|
|||
|
2018 Q4
|
6.03%
|
$249.12
|
+18.46% (+557,057)
|
|||
|
2018 Q3
|
4.13%
|
$266.04
|
-26.78% (-1,103,754)
|
|||
|
2018 Q2
|
5.35%
|
$245.34
|
-3.13% (-133,000)
|
|||
|
2018 Q1
|
4.61%
|
$214.00
|
+16.83% (+612,852)
|
|||
|
2017 Q4
|
4.19%
|
$220.46
|
-17.29% (-761,163)
|
|||
|
2017 Q3
|
4.25%
|
$195.85
|
+158.17% (+2,697,373)
|
|||
|
2017 Q2
|
1.61%
|
$185.42
|
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.