Chris Davis's UNH Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 1.1M shares of UnitedHealth Group Incorporated (UNH) worth $393.4 M, representing 2.05% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Chris Davis has maintained a long-term strategic position in UNH, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2025, adding 1.1M shares. Largest reduction occurred in Q1 2015, reducing 3.1M shares.
Analysis based on 13F filings available since 2013 Q2
Chris Davis's UnitedHealth Group Incorporated (UNH) Holding Value Over Time
Track share changes against reported price movement
Quarterly UnitedHealth Group Incorporated (UNH) Trades by Chris Davis
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +14.75 M | Add 0.00% | 14.75 M | $65.48 |
| Q3 2013 | +129,658 | Add 0.88% | 14.88 M | $71.61 |
| Q4 2013 | +709,423 | Add 4.77% | 15.59 M | $75.30 |
| Q1 2014 | -1.14 M | Reduce 7.31% | 14.45 M | $81.99 |
| Q2 2014 | -927,995 | Reduce 6.42% | 13.52 M | $81.75 |
| Q3 2014 | -248,828 | Reduce 1.84% | 13.27 M | $86.25 |
| Q4 2014 | -1.81 M | Reduce 13.65% | 11.46 M | $101.09 |
| Q1 2015 | -3.13 M | Reduce 27.34% | 8.33 M | $118.29 |
| Q2 2015 | -1.51 M | Reduce 18.09% | 6.82 M | $122.00 |
| Q3 2015 | -1.13 M | Reduce 16.64% | 5.69 M | $116.01 |
| Q4 2015 | -1.69 M | Reduce 29.72% | 4 M | $117.64 |
| Q1 2016 | -185,686 | Reduce 4.65% | 3.81 M | $128.90 |
| Q2 2016 | -326,066 | Reduce 8.56% | 3.48 M | $141.20 |
| Q3 2016 | -233,790 | Reduce 6.71% | 3.25 M | $140.00 |
| Q4 2016 | -211,639 | Reduce 6.51% | 3.04 M | $160.04 |
| Q1 2017 | -125,165 | Reduce 4.12% | 2.91 M | $164.01 |
| Q2 2017 | -380,290 | Reduce 13.05% | 2.53 M | $185.42 |
| Q3 2017 | -1.23 M | Reduce 48.49% | 1.31 M | $195.87 |
| Q4 2017 | -1.24 M | Reduce 94.89% | 66,706 | $220.46 |
| Q1 2018 | -11,671 | Reduce 17.50% | 55,035 | $214.01 |
| Q2 2018 | -739 | Reduce 1.34% | 54,296 | $245.34 |
| Q3 2018 | +72 | Add 0.13% | 54,368 | $266.04 |
| Q4 2018 | +1,940 | Add 3.57% | 56,308 | $248.61 |
| Q1 2019 | +67,693 | Add 120.22% | 124,001 | $247.26 |
| Q2 2019 | +75,479 | Add 60.87% | 199,480 | $244.01 |
| Q3 2019 | +35,601 | Add 17.85% | 235,081 | $217.32 |
| Q4 2019 | -13,885 | Reduce 5.91% | 221,196 | $293.98 |
| Q1 2020 | -5,580 | Reduce 2.52% | 215,616 | $249.38 |
| Q2 2020 | -14,337 | Reduce 6.65% | 201,279 | $294.95 |
| Q3 2020 | -4,252 | Reduce 2.11% | 197,027 | $311.77 |
| Q4 2020 | +373 | Add 0.19% | 197,400 | $350.68 |
| Q1 2021 | -1,256 | Reduce 0.64% | 196,144 | $372.07 |
| Q2 2021 | -1,144 | Reduce 0.58% | 195,000 | $400.44 |
| Q3 2021 | -7,972 | Reduce 4.09% | 187,028 | $390.74 |
| Q4 2021 | -8,309 | Reduce 4.44% | 178,719 | $502.14 |
| Q1 2022 | -25,626 | Reduce 14.34% | 153,093 | $509.97 |
| Q2 2022 | -29,955 | Reduce 19.57% | 123,138 | $513.63 |
| Q3 2022 | -747 | Reduce 0.61% | 122,391 | $505.04 |
| Q4 2022 | -6,214 | Reduce 5.08% | 116,177 | $530.18 |
| Q1 2023 | -1,335 | Reduce 1.15% | 114,842 | $472.59 |
| Q2 2023 | -1,048 | Reduce 0.91% | 113,794 | $480.64 |
| Q3 2023 | -110 | Reduce 0.10% | 113,684 | $504.19 |
| Q4 2023 | -5,353 | Reduce 4.71% | 108,331 | $526.47 |
| Q1 2024 | -18,478 | Reduce 17.06% | 89,853 | $494.70 |
| Q2 2024 | +440 | Add 0.49% | 90,293 | $509.26 |
| Q3 2024 | -39,161 | Reduce 43.37% | 51,132 | $584.68 |
| Q4 2024 | -17 | Reduce 0.03% | 51,115 | $505.86 |
| Q1 2025 | -2,596 | Reduce 5.08% | 48,519 | $523.75 |
| Q2 2025 | +1.08 M | Add 2234.93% | 1.13 M | $311.97 |
| Q3 2025 | +6,418 | Add 0.57% | 1.14 M | $345.30 |
Chris Davis's UnitedHealth Group Incorporated Investment FAQs
Chris Davis first purchased UnitedHealth Group Incorporated (UNH) in Q2 2013, acquiring 14,750,586 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis has held UnitedHealth Group Incorporated (UNH) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis's largest addition to UnitedHealth Group Incorporated (UNH) was in Q2 2013, adding 14,750,586 shares worth $965.87 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chris Davis's firm, Davis Selected Advisers, owns 1,139,303 shares of UnitedHealth Group Incorporated (UNH), valued at approximately $393.4 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, UnitedHealth Group Incorporated (UNH) represents approximately 2.05% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis's peak holding in UnitedHealth Group Incorporated (UNH) was 15,589,667 shares, as reported at the end of Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.