UNH
UnitedHealth Group Incorporated
UnitedHealth Group Incorporated historical holders
total: 37
Vulcan Value Partners UnitedHealth Group Incorporated transactions over time
- Total transactions:
- 18
- New positions:
- 4
- Sold out:
- 3
- Added:
- 3
- Reduced:
- 8
- Held since:
- 2024 Q4
- Held for:
- 6 quarters
- Latest activity:
- 2026 Q1
Vulcan Value Partners has been an institutional investor in UnitedHealth Group Incorporated (UNH) since 2016 Q3. According to 2026 Q1 report, Vulcan Value Partners holds 912,674 shares with a market value of roughly $246.96M representing 6.55% of their equity portfolio. The fund/company first acquired UNH in 2016 Q3, initially purchasing 929,431 shares. Vulcan Value Partners later completely sold out the position and reinvested in UNH again in 2024 Q4. Since the initial investment, Vulcan Value Partners has made 17 more transactions in this position.
Does Vulcan Value Partners still hold UNH?
Yes, Vulcan Value Partners continues to hold UnitedHealth Group Incorporated (UNH). According to their 2026 Q1 report, they maintain a position of 912,674 shares valued at approximately $246.96M, representing 6.55% of their equity portfolio.
When did Vulcan Value Partners first invest in UNH?
Vulcan Value Partners first invested in UnitedHealth Group Incorporated (UNH) in 2016 Q3 at the reported quarter-end price of $140.00 per share, acquiring 929,431 shares in their initial purchase.
What is Vulcan Value Partners's average cost basis for UNH?
Based on historical transaction data, Vulcan Value Partners's estimated cost basis for UnitedHealth Group Incorporated (UNH) is approximately $346.65 per share. This represents their average reported price* across all buy transactions.
Has Vulcan Value Partners reinvested in UNH after selling?
Yes, Vulcan Value Partners has shown renewed interest in UnitedHealth Group Incorporated (UNH). After completely selling their position, they reinitiated an investment in 2024 Q4, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $346.65
- Weighted AVG sell price:
- $298.60
UNH transactions history by Vulcan Value Partners
18 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
6.55%
|
912,674
|
$270.59
|
$246,960,458
|
-15.75% (-170,593)
|
-0.83%
|
|
2025 Q4
|
6.45%
|
1,083,267
|
$330.17
|
$357,665,000
|
-9.60% (-115,071)
|
-0.69%
|
|
2025 Q3
|
7.50%
|
1,198,338
|
$345.37
|
$413,875,841
|
-2.00% (-24,487)
|
-0.15%
|
|
2025 Q2
|
6.97%
|
1,222,825
|
$323.12
|
$395,120,333
|
+696.18% (+1,069,239)
|
+6.09%
|
|
2025 Q1
|
1.51%
|
153,586
|
$523.69
|
$80,431,929
|
+35.33% (+40,097)
|
+0.39%
|
|
2024 Q4
|
0.96%
|
113,489
|
$505.75
|
$57,397,067
|
new
|
+0.96%
|
|
2024 Q3
|
0.00%
|
0
|
$508.25
|
|
-100% (-167,470)
|
-1.29%
|
|
2024 Q2
|
1.29%
|
167,470
|
$508.25
|
$85,117,000
|
-6.57% (-11,771)
|
-0.09%
|
|
2024 Q1
|
1.29%
|
179,241
|
$494.37
|
$88,611,000
|
+70.31% (+73,997)
|
+0.53%
|
|
2023 Q4
|
0.81%
|
105,244
|
$527.36
|
$55,502,000
|
-14.91% (-18,437)
|
-0.15%
|
|
2023 Q3
|
0.95%
|
$504.82
|
new
|
|||
|
2020 Q1
|
0.00%
|
$293.39
|
-100% (-651)
|
|||
|
2019 Q4
|
0.00%
|
$293.39
|
new
|
|||
|
2017 Q3
|
0.00%
|
$185.42
|
-100% (-579,873)
|
|||
|
2017 Q2
|
0.96%
|
$185.42
|
-1.94% (-11,498)
|
|||
|
2017 Q1
|
0.84%
|
$164.01
|
-1.02% (-6,123)
|
|||
|
2016 Q4
|
0.85%
|
$160.04
|
-35.71% (-331,937)
|
|||
|
2016 Q3
|
1.20%
|
$140.00
|
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.