Steven Romick - First Pacific Advisors,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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
2023   Q3 0 0.00 Sell 100.00% 0.01 SEC
2023   Q2 1,810 0.01 Add 19.87% <0.01 $480.64 $869,958 SEC
2023   Q1 1,510 0.01 $472.59 $713,611 SEC
2022   Q4 1,510 0.01 $530.18 $800,572 SEC
2022   Q3 1,510 0.01 Reduce 16.34% <0.01 $505.30 $763,000 SEC
2022   Q2 1,805 0.01 Reduce 12.17% <0.01 $513.57 $927,000 SEC
2022   Q1 2,055 0.01 Reduce 20.81% <0.01 $509.98 $1,048,000 SEC
2021   Q4 2,595 0.02 Reduce 36.47% <0.01 $502.12 $1,303,000 SEC
2021   Q3 4,085 0.02 Reduce 9.92% <0.01 $390.70 $1,596,000 SEC
2021   Q2 4,535 0.02 Reduce 6.30% <0.01 $400.44 $1,816,000 SEC
2021   Q1 4,840 0.02 Reduce 7.60% <0.01 $372.11 $1,801,000 SEC
2020   Q4 5,238 0.02 Reduce 3.00% <0.01 $350.71 $1,837,000 SEC
2020   Q3 5,400 0.02 $311.85 $1,684,000 SEC
2020   Q2 5,400 0.02 Reduce 8.47% <0.01 $295.00 $1,593,000 SEC
2020   Q1 5,900 0.02 Add 23.43% <0.01 $249.32 $1,471,000 SEC
2019   Q4 4,780 0.01 Reduce 1.65% <0.01 $293.93 $1,405,000 SEC
2019   Q3 4,860 0.01 Add 23.04% <0.01 $217.28 $1,056,000 SEC
2019   Q2 3,950 0.01 Reduce 39.23% <0.01 $244.05 $964,000 SEC
2019   Q1 6,500 0.01 Reduce 24.64% <0.01 $247.23 $1,607,000 SEC
2018   Q4 8,625 0.02 Add 32.69% <0.01 $249.16 $2,149,000 SEC
2018   Q3 6,500 0.01 $266.00 $1,729,000 SEC
2018   Q2 6,500 0.01 Add 47.73% <0.01 $245.38 $1,595,000 SEC
2018   Q1 4,400 0.01 Add 15.79% <0.01 $214.09 $942,000 SEC
2017   Q4 3,800 0.01 Buy 0.01 $220.53 $838,000 SEC