Chris Davis's UNH Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 1.27 M shares of UnitedHealth Group Incorporated (UNH) worth $420.37 M, representing 1.89% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 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 1.08 M shares. Largest reduction occurred in Q1 2015, reducing 3.13 M 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +134,097 | Add 11.77% | 1.27 M | $330.12 |
| Q3 2025 | +6,418 | Add 0.57% | 1.14 M | $345.30 |
| Q2 2025 | +1.08 M | Add 2234.93% | 1.13 M | $311.97 |
| Q1 2025 | -2,596 | Reduce 5.08% | 48,519 | $523.75 |
| Q4 2024 | -17 | Reduce 0.03% | 51,115 | $505.86 |
| Q3 2024 | -39,161 | Reduce 43.37% | 51,132 | $584.68 |
| Q2 2024 | +440 | Add 0.49% | 90,293 | $509.26 |
| Q1 2024 | -18,478 | Reduce 17.06% | 89,853 | $494.70 |
| Q4 2023 | -5,353 | Reduce 4.71% | 108,331 | $526.47 |
| Q3 2023 | -110 | Reduce 0.10% | 113,684 | $504.19 |
| Q2 2023 | -1,048 | Reduce 0.91% | 113,794 | $480.64 |
| Q1 2023 | -1,335 | Reduce 1.15% | 114,842 | $472.59 |
| Q4 2022 | -6,214 | Reduce 5.08% | 116,177 | $530.18 |
| Q3 2022 | -747 | Reduce 0.61% | 122,391 | $505.04 |
| Q2 2022 | -29,955 | Reduce 19.57% | 123,138 | $513.63 |
| Q1 2022 | -25,626 | Reduce 14.34% | 153,093 | $509.97 |
| Q4 2021 | -8,309 | Reduce 4.44% | 178,719 | $502.14 |
| Q3 2021 | -7,972 | Reduce 4.09% | 187,028 | $390.74 |
| Q2 2021 | -1,144 | Reduce 0.58% | 195,000 | $400.44 |
| Q1 2021 | -1,256 | Reduce 0.64% | 196,144 | $372.07 |
| Q4 2020 | +373 | Add 0.19% | 197,400 | $350.68 |
| Q3 2020 | -4,252 | Reduce 2.11% | 197,027 | $311.77 |
| Q2 2020 | -14,337 | Reduce 6.65% | 201,279 | $294.95 |
| Q1 2020 | -5,580 | Reduce 2.52% | 215,616 | $249.38 |
| Q4 2019 | -13,885 | Reduce 5.91% | 221,196 | $293.98 |
| Q3 2019 | +35,601 | Add 17.85% | 235,081 | $217.32 |
| Q2 2019 | +75,479 | Add 60.87% | 199,480 | $244.01 |
| Q1 2019 | +67,693 | Add 120.22% | 124,001 | $247.26 |
| Q4 2018 | +1,940 | Add 3.57% | 56,308 | $248.61 |
| Q3 2018 | +72 | Add 0.13% | 54,368 | $266.04 |
| Q2 2018 | -739 | Reduce 1.34% | 54,296 | $245.34 |
| Q1 2018 | -11,671 | Reduce 17.50% | 55,035 | $214.01 |
| Q4 2017 | -1.24 M | Reduce 94.89% | 66,706 | $220.46 |
| Q3 2017 | -1.23 M | Reduce 48.49% | 1.31 M | $195.87 |
| Q2 2017 | -380,290 | Reduce 13.05% | 2.53 M | $185.42 |
| Q1 2017 | -125,165 | Reduce 4.12% | 2.91 M | $164.01 |
| Q4 2016 | -211,639 | Reduce 6.51% | 3.04 M | $160.04 |
| Q3 2016 | -233,790 | Reduce 6.71% | 3.25 M | $140.00 |
| Q2 2016 | -326,066 | Reduce 8.56% | 3.48 M | $141.20 |
| Q1 2016 | -185,686 | Reduce 4.65% | 3.81 M | $128.90 |
| Q4 2015 | -1.69 M | Reduce 29.72% | 4 M | $117.64 |
| Q3 2015 | -1.13 M | Reduce 16.64% | 5.69 M | $116.01 |
| Q2 2015 | -1.51 M | Reduce 18.09% | 6.82 M | $122.00 |
| Q1 2015 | -3.13 M | Reduce 27.34% | 8.33 M | $118.29 |
| Q4 2014 | -1.81 M | Reduce 13.65% | 11.46 M | $101.09 |
| Q3 2014 | -248,828 | Reduce 1.84% | 13.27 M | $86.25 |
| Q2 2014 | -927,995 | Reduce 6.42% | 13.52 M | $81.75 |
| Q1 2014 | -1.14 M | Reduce 7.31% | 14.45 M | $81.99 |
| Q4 2013 | +709,423 | Add 4.77% | 15.59 M | $75.30 |
| Q3 2013 | +129,658 | Add 0.88% | 14.88 M | $71.61 |
| Q2 2013 | +14.75 M | Add 0.00% | 14.75 M | $65.48 |
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 51 quarters since Q2 2013.
Chris Davis's largest addition to UnitedHealth Group Incorporated (UNH) was in Q2 2013, adding 14,750,586 shares worth $965.87 M.
According to the latest 13F filing for Q4 2025, Chris Davis's firm, Davis Selected Advisers, owns 1,273,400 shares of UnitedHealth Group Incorporated (UNH), valued at approximately $420.37 M.
As of the Q4 2025 filing, UnitedHealth Group Incorporated (UNH) represents approximately 1.89% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings.
Chris Davis's peak holding in UnitedHealth Group Incorporated (UNH) was 15,589,667 shares, as reported at the end of Q4 2013.