Jeff Auxier’s UNH Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+126,906 shares
Current Position
64,868 shares
$22.4 M value

Jeff Auxier's UNH Position Overview

Jeff Auxier (via Auxier Asset Management LLC) currently holds 64.9K shares of UnitedHealth Group Incorporated (UNH) worth $22.4 M, representing 3.14% 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, Jeff Auxier has maintained a long-term strategic position in UNH, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2013, adding 9.1K shares. Largest reduction occurred in Q1 2017, reducing 12.1K shares.

Analysis based on 13F filings available since 2013 Q2

Jeff Auxier's UnitedHealth Group Incorporated (UNH) Holding Value Over Time

Track share changes against reported price movement

Quarterly UnitedHealth Group Incorporated (UNH) Trades by Jeff Auxier

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +126,906 Add 0.00% 126,905 $65.48
Q3 2013 +3,500 Add 2.76% 130,405 $71.61
Q4 2013 +9,090 Add 6.97% 139,495 $75.30
Q1 2014 -50 Reduce 0.04% 139,445 $81.99
Q2 2014 -1,450 Reduce 1.04% 137,995 $81.75
Q4 2014 -800 Reduce 0.58% 137,195 $101.09
Q1 2015 -2,945 Reduce 2.15% 134,250 $118.29
Q2 2015 -3,275 Reduce 2.44% 130,975 $122.00
Q3 2015 -4,250 Reduce 3.24% 126,725 $116.01
Q4 2015 -7,450 Reduce 5.88% 119,275 $117.64
Q1 2016 -200 Reduce 0.17% 119,075 $128.90
Q3 2016 -560 Reduce 0.47% 118,515 $140.00
Q4 2016 -315 Reduce 0.27% 118,200 $160.04
Q1 2017 -12,121 Reduce 10.25% 106,079 $164.01
Q2 2017 -2,500 Reduce 2.36% 103,579 $185.42
Q3 2017 -325 Reduce 0.31% 103,254 $195.85
Q4 2017 -780 Reduce 0.76% 102,474 $220.46
Q1 2018 -8,855 Reduce 8.64% 93,619 $214.01
Q2 2018 -1,615 Reduce 1.73% 92,004 $245.34
Q3 2018 -315 Reduce 0.34% 91,689 $266.04
Q4 2018 -2,070 Reduce 2.26% 89,619 $249.12
Q1 2019 -1,620 Reduce 1.81% 87,999 $247.26
Q2 2019 +875 Add 0.99% 88,874 $244.01
Q3 2019 -5 Reduce 0.01% 88,869 $217.32
Q4 2019 -15 Reduce 0.02% 88,854 $293.98
Q1 2020 -725 Reduce 0.82% 88,129 $249.38
Q4 2020 -195 Reduce 0.22% 87,934 $350.68
Q1 2021 -120 Reduce 0.14% 87,814 $372.07
Q2 2021 -823 Reduce 0.94% 86,991 $400.44
Q3 2021 -157 Reduce 0.18% 86,834 $390.75
Q4 2021 -189 Reduce 0.22% 86,645 $502.14
Q1 2022 -728 Reduce 0.84% 85,917 $509.97
Q2 2022 -958 Reduce 1.12% 84,959 $513.64
Q3 2022 -3,197 Reduce 3.76% 81,762 $505.04
Q4 2022 -38 Reduce 0.05% 81,724 $530.18
Q1 2023 +125 Add 0.15% 81,849 $472.59
Q2 2023 -2,405 Reduce 2.94% 79,444 $480.64
Q3 2023 +53 Add 0.07% 79,497 $504.19
Q4 2023 -12,075 Reduce 15.19% 67,422 $526.47
Q1 2024 -187 Reduce 0.28% 67,235 $494.70
Q2 2024 -660 Reduce 0.98% 66,575 $509.26
Q3 2024 -34 Reduce 0.05% 66,541 $584.68
Q4 2024 -1,725 Reduce 2.59% 64,816 $505.86
Q1 2025 -920 Reduce 1.42% 63,896 $523.75
Q2 2025 +656 Add 1.03% 64,552 $311.97
Q3 2025 +316 Add 0.49% 64,868 $345.30

Jeff Auxier's UnitedHealth Group Incorporated Investment FAQs

Jeff Auxier first purchased UnitedHealth Group Incorporated (UNH) in Q2 2013, acquiring 126,905 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeff Auxier 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.

Jeff Auxier's largest addition to UnitedHealth Group Incorporated (UNH) was in Q2 2013, adding 126,905 shares worth $8.31 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Jeff Auxier's firm, Auxier Asset Management LLC, owns 64,868 shares of UnitedHealth Group Incorporated (UNH), valued at approximately $22.4 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 3.14% of Jeff Auxier'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.

Jeff Auxier's peak holding in UnitedHealth Group Incorporated (UNH) was 139,495 shares, as reported at the end of Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.