Dodge & Cox’s UnitedHealth UNH Stock Holding History

Dodge & Cox’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.56B	Buy	9,466,756 +293,987	+3%	+$87.6M	1.41%	27
2025 Q4	$3.03B	Sell	9,172,769 -332,867	-4%	-$113M	1.63%	23
2025 Q3	$3.28B	Buy	9,505,636 +755,076	+9%	+$228M	1.77%	18
2025 Q2	$2.73B	Buy	8,750,560 +4,730,192	+118%	+$1.81B	1.53%	26
2025 Q1	$2.11B	Sell	4,020,368 -72,860	-2%	-$37.2M	1.2%	32
2024 Q4	$2.07B	Buy	4,093,228 +191,018	+5%	+$109M	1.21%	34
2024 Q3	$2.28B	Sell	3,902,210 -19,235	-0.5%	-$10.9M	1.29%	29
2024 Q2	$2B	Sell	3,921,445 -24,560	-0.6%	-$12M	1.2%	33
2024 Q1	$1.95B	Buy	3,946,005 +539,813	+16%	+$274M	1.13%	33
2023 Q4	$1.79B	Sell	3,406,192 -40,998	-1%	-$21.9M	1.14%	33
2023 Q3	$1.74B	Buy	3,447,190 +420	+0%	+$207K	1.17%	31
2023 Q2	$1.66B	Sell	3,446,770 -42,742	-1%	-$20.9M	1.11%	29
2023 Q1	$1.65B	Sell	3,489,512 -39,198	-1%	-$18.9M	1.12%	32
2022 Q4	$1.87B	Sell	3,528,710 -273,705	-7%	-$145M	1.28%	25
2022 Q3	$1.92B	Sell	3,802,415 -254,175	-6%	-$134M	1.46%	24
2022 Q2	$2.08B	Sell	4,056,590 -189,625	-4%	-$95.2M	1.44%	23
2022 Q1	$2.17B	Sell	4,246,215 -28,490	-0.7%	-$13.7M	1.32%	31
2021 Q4	$2.15B	Sell	4,274,705 -135,820	-3%	-$61.5M	1.33%	29
2021 Q3	$1.72B	Sell	4,410,525 -124,105	-3%	-$51.4M	1.12%	34
2021 Q2	$1.82B	Sell	4,534,630 -259,239	-5%	-$103M	1.19%	33
2021 Q1	$1.78B	Sell	4,793,869 -451,392	-9%	-$156M	1.28%	29
2020 Q4	$1.84B	Sell	5,245,261 -1,307,204	-20%	-$438M	1.45%	26
2020 Q3	$2.04B	Sell	6,552,465 -123,363	-2%	-$37.9M	1.87%	19
2020 Q2	$1.97B	Sell	6,675,828 -1,766,486	-21%	-$506M	1.81%	22
2020 Q1	$2.11B	Buy	8,442,314 +161,092	+2%	+$44.3M	2.28%	15
2019 Q4	$2.43B	Buy	8,281,222 +1,029,093	+14%	+$269M	1.86%	21
2019 Q3	$1.58B	Buy	7,252,129 +621,082	+9%	+$150M	1.3%	32
2019 Q2	$1.62B	Buy	6,631,047 +330,220	+5%	+$79.4M	1.31%	30
2019 Q1	$1.56B	Sell	6,300,827 -44,815	-0.7%	-$11.4M	1.28%	35
2018 Q4	$1.58B	Sell	6,345,642 -101,926	-2%	-$26.9M	1.45%	31
2018 Q3	$1.72B	Sell	6,447,568 -737,885	-10%	-$192M	1.31%	34
2018 Q2	$1.76B	Sell	7,185,453 -221,519	-3%	-$53.2M	1.41%	31
2018 Q1	$1.59B	Sell	7,406,972 -2,010,650	-21%	-$459M	1.28%	33
2017 Q4	$2.08B	Sell	9,417,622 -188,002	-2%	-$39.8M	1.61%	25
2017 Q3	$1.88B	Sell	9,605,624 -464,684	-5%	-$89.8M	1.51%	28
2017 Q2	$1.87B	Sell	10,070,308 -71,875	-0.7%	-$12.6M	1.57%	28
2017 Q1	$1.66B	Sell	10,142,183 -221,228	-2%	-$36.2M	1.41%	27
2016 Q4	$1.66B	Sell	10,363,411 -3,314,280	-24%	-$495M	1.47%	27
2016 Q3	$1.91B	Sell	13,677,691 -1,061,848	-7%	-$149M	1.8%	19
2016 Q2	$2.08B	Sell	14,739,539 -443,650	-3%	-$59.2M	2.06%	17
2016 Q1	$1.96B	Buy	15,183,189 +1,324,136	+10%	+$157M	1.91%	21
2015 Q4	$1.63B	Buy	13,859,053 +1,063,576	+8%	+$124M	1.6%	26
2015 Q3	$1.48B	Sell	12,795,477 -3,619,640	-22%	-$433M	1.49%	26
2015 Q2	$2B	Sell	16,415,117 -481,276	-3%	-$56.9M	1.81%	21
2015 Q1	$2B	Buy	16,896,393 +8,450	+0.1%	+$938K	1.84%	20
2014 Q4	$1.71B	Sell	16,887,943 -19,807	-0.1%	-$1.88M	1.59%	23
2014 Q3	$1.46B	Buy	16,907,750 +369,190	+2%	+$31.2M	1.39%	28
2014 Q2	$1.35B	Buy	16,538,560 +3,460,024	+26%	+$272M	1.29%	29
2014 Q1	$1.07B	Buy	13,078,536 +1,755,551	+16%	+$132M	1.1%	32
2013 Q4	$853M	Buy	11,322,985 +5,122,285	+83%	+$368M	0.89%	38
2013 Q3	$444M	Buy	6,200,700 +5,120,934	+474%	+$366M	0.5%	61
2013 Q2	$70.7M	Buy	+1,079,766	New	+$67.2M	0.08%	78