Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  United Health Group Inc. (UNH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,247,476 1.55 Reduce 2.04% 0.04 $270.59 $337,558,972 SEC
2025   Q4 1,273,400 1.89 Add 11.77% 0.20 $330.12 $420,368,751 SEC
2025   Q3 1,139,303 2.05 Add 0.57% 0.01 $345.30 $393,401,326 SEC
2025   Q2 1,132,885 1.89 Add 2,234.93% 1.81 $311.97 $353,426,134 SEC
2025   Q1 48,519 0.15 Reduce 5.08% <0.01 $523.75 $25,411,827 SEC
2024   Q4 51,115 0.15 Reduce 0.03% <0.01 $505.86 $25,857,034 SEC
2024   Q3 51,132 0.17 Reduce 43.37% 0.12 $584.68 $29,895,858 SEC
2024   Q2 90,293 0.27 Add 0.49% <0.01 $509.26 $45,982,613 SEC
2024   Q1 89,853 0.25 Reduce 17.06% 0.05 $494.70 $44,450,279 SEC
2023   Q4 108,331 0.32 Reduce 4.71% 0.02 $526.47 $57,033,494 SEC
2023   Q3 113,684 0.36 Reduce 0.10% <0.01 $504.19 $57,318,827 SEC
2023   Q2 113,794 0.33 Reduce 0.91% <0.01 $480.64 $54,694,048 SEC
2023   Q1 114,842 0.36 Reduce 1.15% <0.01 $472.59 $54,273,176 SEC
2022   Q4 116,177 0.42 Reduce 5.08% 0.02 $530.18 $61,594,722 SEC
2022   Q3 122,391 0.44 Reduce 0.61% <0.01 $505.04 $61,812,000 SEC
2022   Q2 123,138 0.41 Reduce 19.57% 0.08 $513.63 $63,247,000 SEC
2022   Q1 153,093 0.39 Reduce 14.34% 0.06 $509.97 $78,073,000 SEC
2021   Q4 178,719 0.42 Reduce 4.44% 0.02 $502.14 $89,742,000 SEC
2021   Q3 187,028 0.34 Reduce 4.09% 0.01 $390.74 $73,079,000 SEC
2021   Q2 195,000 0.33 Reduce 0.58% <0.01 $400.44 $78,086,000 SEC
2021   Q1 196,144 0.34 Reduce 0.64% <0.01 $372.07 $72,979,000 SEC
2020   Q4 197,400 0.36 Add 0.19% <0.01 $350.68 $69,224,000 SEC
2020   Q3 197,027 0.37 Reduce 2.11% <0.01 $311.77 $61,427,000 SEC
2020   Q2 201,279 0.36 Reduce 6.65% 0.03 $294.95 $59,367,000 SEC
2020   Q1 215,616 0.38 Reduce 2.52% <0.01 $249.38 $53,770,000 SEC
2019   Q4 221,196 0.33 Reduce 5.91% 0.02 $293.98 $65,027,000 SEC
2019   Q3 235,081 0.27 Add 17.85% 0.04 $217.32 $51,088,000 SEC
2019   Q2 199,480 0.25 Add 60.87% 0.09 $244.01 $48,675,000 SEC
2019   Q1 124,001 0.16 Add 120.22% 0.09 $247.26 $30,660,000 SEC
2018   Q4 56,308 0.08 Add 3.57% <0.01 $248.61 $13,999,000 SEC
2018   Q3 54,368 0.06 Add 0.13% <0.01 $266.04 $14,464,000 SEC
2018   Q2 54,296 0.06 Reduce 1.34% <0.01 $245.34 $13,321,000 SEC
2018   Q1 55,035 0.05 Reduce 17.50% 0.01 $214.01 $11,778,000 SEC
2017   Q4 66,706 0.06 Reduce 94.89% 1.04 $220.46 $14,706,000 SEC
2017   Q3 1,305,135 1.10 Reduce 48.49% 1.00 $195.87 $255,634,000 SEC
2017   Q2 2,533,733 2.07 Reduce 13.05% 0.27 $185.42 $469,805,000 SEC
2017   Q1 2,914,023 2.08 Reduce 4.12% 0.09 $164.01 $477,929,000 SEC
2016   Q4 3,039,188 2.15 Reduce 6.51% 0.13 $160.04 $486,392,000 SEC
2016   Q3 3,250,827 2.01 Reduce 6.71% 0.15 $140.00 $455,116,000 SEC
2016   Q2 3,484,617 2.24 Reduce 8.56% 0.19 $141.20 $492,028,000 SEC
2016   Q1 3,810,683 2.25 Reduce 4.65% 0.10 $128.90 $491,197,000 SEC
2015   Q4 3,996,369 2.05 Reduce 29.72% 0.85 $117.64 $470,133,000 SEC
2015   Q3 5,686,417 2.86 Reduce 16.64% 0.51 $116.01 $659,681,000 SEC
2015   Q2 6,821,144 3.05 Reduce 18.09% 0.64 $122.00 $832,180,000 SEC
2015   Q1 8,327,902 3.51 Reduce 27.34% 1.07 $118.29 $985,108,000 SEC
2014   Q4 11,461,371 3.92 Reduce 13.65% 0.51 $101.09 $1,158,630,000 SEC
2014   Q3 13,273,506 3.73 Reduce 1.84% 0.06 $86.25 $1,144,865,000 SEC
2014   Q2 13,522,334 3.43 Reduce 6.42% 0.22 $81.75 $1,105,475,000 SEC
2014   Q1 14,450,329 3.39 Reduce 7.31% 0.21 $81.99 $1,184,782,000 SEC
2013   Q4 15,589,667 2.93 Add 4.77% 0.13 $75.30 $1,173,902,000 SEC
2013   Q3 14,880,244 2.83 Add 0.88% 0.02 $71.61 $1,065,574,000 SEC
2013   Q2 14,750,586 2.50 Buy 2.50 $65.48 $965,868,000 SEC
2010   Q3 0 0.00 Sell 100.00% 0.01 SEC
2010   Q2 166,425 0.01 Reduce 29.69% $28.40 $4,726,000 SEC
2010   Q1 236,685 0.00 Reduce 91.49% 0.19 $32.67 $7,732,000 SEC
2009   Q4 2,781,889 0.21 Reduce 90.02% 1.61 $30.48 $84,792,000 SEC
2009   Q3 27,881,821 1.79 Add 1.60% 0.03 $25.04 $698,161,000 SEC
2009   Q2 27,442,948 1.73 Reduce 1.72% 0.04 $24.98 $685,525,000 SEC
2009   Q1 27,922,803 2.04 Reduce 6.56% 0.14 $20.90 $583,512,000 SEC
2008   Q4 29,884,391 2.20 Reduce 2.50% 0.04 $26.64 $796,125,000 SEC
2008   Q3 30,649,420 1.52 Reduce 0.20% <0.01 $25.39 $778,189,000 SEC
2008   Q2 30,709,400 1.43 Add 15.12% 0.19 $26.25 $806,122,000 SEC
2008   Q1 26,676,969 1.60 Add 14.18% 0.20 $34.36 $916,621,000 SEC
2007   Q4 23,363,455 2.00 Add 12.96% 0.23 $58.20 $1,359,753,000 SEC
2007   Q3 20,683,471 1.51 Add 4.34% 0.06 $41.85 $865,693,000 SEC
2007   Q2 19,822,212 1.58 Add 2.14% 0.03 $51.14 $1,013,708,000 SEC
2007   Q1 19,407,238 1.68 Add 0.47% <0.01 $52.97 $1,028,001,000 SEC
2006   Q4 19,316,302 1.66 Add 86,910.37% 1.66 $53.73 $1,037,865,000 SEC
2006   Q3 22,200 <0.01 $49.19 $1,092,000 SEC
2006   Q2 22,200 <0.01 Buy <0.01 $44.77 $994,000 SEC