Robert Millen - Jensen Investment Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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 1,491 0.01 Reduce 62.17% 0.01 $270.59 $403,450 SEC
2025   Q4 3,941 0.02 Reduce 9.88% <0.01 $330.11 $1,300,964 SEC
2025   Q3 4,373 0.02 Reduce 57.98% 0.02 $345.30 $1,509,997 SEC
2025   Q2 10,406 0.04 Reduce 98.29% 3.46 $311.97 $3,246,360 SEC
2025   Q1 607,378 3.52 Reduce 15.18% 0.50 $523.75 $318,113,966 SEC
2024   Q4 716,067 3.28 Reduce 1.51% 0.05 $505.86 $362,229,400 SEC
2024   Q3 727,035 3.55 Reduce 24.75% 1.00 $584.68 $425,082,532 SEC
2024   Q2 966,191 4.03 Reduce 28.98% 1.49 $509.26 $492,042,174 SEC
2024   Q1 1,360,511 5.14 Reduce 0.63% 0.03 $494.70 $673,044,544 SEC
2023   Q4 1,369,190 5.46 Reduce 2.24% 0.13 $526.47 $720,837,196 SEC
2023   Q3 1,400,591 5.58 Add 2.82% 0.15 $504.19 $706,163,724 SEC
2023   Q2 1,362,151 4.80 Add 1.20% 0.06 $480.64 $654,704,016 SEC
2023   Q1 1,346,008 4.99 Reduce 3.38% 0.20 $470.06 $632,704,285 SEC
2022   Q4 1,393,098 5.78 Add 15.38% 0.77 $530.18 $738,592,767 SEC
2022   Q3 1,207,362 5.31 Add 8.41% 0.41 $505.04 $609,766,000 SEC
2022   Q2 1,113,688 4.74 Reduce 3.13% 0.14 $513.63 $572,023,000 SEC
2022   Q1 1,149,701 4.37 Reduce 8.90% 0.40 $509.97 $586,313,000 SEC
2021   Q4 1,262,066 4.45 Reduce 0.64% 0.03 $502.14 $633,734,000 SEC
2021   Q3 1,270,166 3.93 Reduce 6.38% 0.26 $390.74 $496,305,000 SEC
2021   Q2 1,356,696 4.11 Reduce 6.05% 0.26 $400.44 $543,275,000 SEC
2021   Q1 1,444,007 4.30 Add 1.57% 0.07 $372.07 $537,272,000 SEC
2020   Q4 1,421,649 4.13 Add 0.42% 0.02 $350.68 $498,544,000 SEC
2020   Q3 1,415,753 3.91 Reduce 11.13% 0.50 $311.77 $441,389,000 SEC
2020   Q2 1,593,018 4.50 Add 5.13% 0.22 $294.95 $469,861,000 SEC
2020   Q1 1,515,333 4.23 Add 1.71% 0.07 $249.38 $377,894,000 SEC
2019   Q4 1,489,838 4.34 Reduce 18.78% 0.80 $293.98 $437,983,000 SEC
2019   Q3 1,834,278 4.26 Add 0.93% 0.04 $217.32 $398,625,000 SEC
2019   Q2 1,817,289 5.06 Add 13.85% 0.62 $244.01 $443,437,000 SEC
2019   Q1 1,596,192 4.70 Add 5.83% 0.26 $247.26 $394,674,000 SEC
2018   Q4 1,508,283 5.31 Reduce 0.07% <0.01 $249.12 $375,743,000 SEC
2018   Q3 1,509,353 5.01 Reduce 0.31% 0.02 $266.04 $401,548,000 SEC
2018   Q2 1,514,043 4.99 Reduce 8.88% 0.41 $245.34 $371,455,000 SEC
2018   Q1 1,661,668 4.64 Add 0.32% 0.01 $214.00 $355,597,000 SEC
2017   Q4 1,656,433 4.66 Reduce 0.08% <0.01 $220.46 $365,177,000 SEC
2017   Q3 1,657,803 4.39 Reduce 11.54% 0.55 $195.85 $324,681,000 SEC
2017   Q2 1,874,003 4.76 Reduce 3.14% 0.14 $185.42 $347,478,000 SEC
2017   Q1 1,934,788 4.45 Reduce 0.14% <0.01 $164.01 $317,325,000 SEC
2016   Q4 1,937,408 4.54 Reduce 0.15% <0.01 $160.04 $310,063,000 SEC
2016   Q3 1,940,293 4.06 Reduce 0.38% 0.02 $140.00 $271,641,000 SEC
2016   Q2 1,947,663 4.27 Reduce 0.94% 0.04 $141.20 $275,010,000 SEC
2016   Q1 1,966,120 4.04 Add 4.29% 0.17 $128.90 $253,433,000 SEC
2015   Q4 1,885,210 3.72 Add 38.43% 1.03 $117.64 $221,776,000 SEC
2015   Q3 1,361,880 2.78 Add 0.70% 0.02 $116.01 $157,992,000 SEC
2015   Q2 1,352,435 2.64 Add 0.39% 0.01 $122.00 $164,997,000 SEC
2015   Q1 1,347,202 2.44 Add 0.25% <0.01 $118.29 $159,361,000 SEC
2014   Q4 1,343,780 2.10 Add 22,184.91% 2.09 $101.09 $135,843,000 SEC
2014   Q3 6,030 0.01 Add 1.01% <0.01 $86.24 $520,000 SEC
2014   Q2 5,970 0.01 Reduce 16.27% <0.01 $81.74 $488,000 SEC
2014   Q1 7,130 0.01 Add 0.28% $82.05 $585,000 SEC
2013   Q4 7,110 0.01 Add 16.37% <0.01 $75.25 $535,000 SEC
2013   Q3 6,110 0.01 Reduce 28.13% <0.01 $71.69 $438,000 SEC
2013   Q2 8,501 0.01 Add 23.20% <0.01 $65.52 $557,000 SEC
2013   Q1 6,900 0.01 Add 5.18% <0.01 $57.10 $394,000 SEC
2012   Q4 6,560 0.01 Reduce 6.42% <0.01 $54.12 $355,000 SEC
2012   Q3 7,010 0.01 Add 6.21% <0.01 $55.35 $388,000 SEC
2012   Q2 6,600 0.01 Reduce 18.32% <0.01 $58.48 $386,000 SEC
2012   Q1 8,080 0.01 Reduce 18.55% <0.01 $58.91 $476,000 SEC
2011   Q4 9,920 0.01 Reduce 1.39% <0.01 $50.60 $502,000 SEC
2011   Q3 10,060 <0.01 Add 15.10% <0.01 $46.02 $463,000 SEC
2011   Q2 8,740 0.01 Reduce 8.19% <0.01 $51.49 $450,000 SEC
2011   Q1 9,520 0.01 Add 10.44% <0.01 $45.17 $430,000 SEC
2010   Q4 8,620 0.01 Add 9.81% <0.01 $36.08 $311,000 SEC
2010   Q3 7,850 <0.01 Buy <0.01 $35.16 $276,000 SEC