Joel Greenblatt's UNH Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 56,216 shares of UnitedHealth Group Incorporated (UNH) worth $18.56 M, representing 0.07% 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, Joel Greenblatt has maintained a long-term strategic position in UNH, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2019, adding 64,717 shares. Largest reduction occurred in Q4 2019, reducing 89,946 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's UnitedHealth Group Incorporated (UNH) Holding Value Over Time
Track share changes against reported price movement
Quarterly UnitedHealth Group Incorporated (UNH) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +10,152 | Add 22.04% | 56,216 | $330.11 |
| Q3 2025 | -22,152 | Reduce 32.47% | 46,064 | $345.30 |
| Q2 2025 | +60,631 | Add 799.35% | 68,216 | $311.97 |
| Q1 2025 | -11,156 | Reduce 59.53% | 7,585 | $523.75 |
| Q4 2024 | +1,980 | Add 11.81% | 18,741 | $505.86 |
| Q3 2024 | +4,146 | Add 32.87% | 16,761 | $584.68 |
| Q2 2024 | -3,626 | Reduce 22.33% | 12,615 | $509.26 |
| Q1 2024 | -2,481 | Reduce 13.25% | 16,241 | $494.70 |
| Q4 2023 | +10,562 | Add 129.44% | 18,722 | $526.47 |
| Q3 2023 | -3,884 | Reduce 32.25% | 8,160 | $504.19 |
| Q2 2023 | -627 | Reduce 4.95% | 12,044 | $480.64 |
| Q1 2023 | +1,741 | Add 15.93% | 12,671 | $472.59 |
| Q4 2022 | -11,818 | Reduce 51.95% | 10,930 | $530.18 |
| Q3 2022 | -1,522 | Reduce 6.27% | 22,748 | $505.06 |
| Q2 2022 | +120 | Add 0.50% | 24,270 | $513.64 |
| Q1 2022 | -2,450 | Reduce 9.21% | 24,150 | $509.98 |
| Q4 2021 | -4,436 | Reduce 14.29% | 26,600 | $502.14 |
| Q3 2021 | +5,146 | Add 19.88% | 31,036 | $390.74 |
| Q2 2021 | +1,748 | Add 7.24% | 25,890 | $400.42 |
| Q1 2021 | -2,702 | Reduce 10.07% | 24,142 | $372.09 |
| Q4 2020 | -511 | Reduce 1.87% | 26,844 | $350.69 |
| Q3 2020 | -14,383 | Reduce 34.46% | 27,355 | $311.75 |
| Q2 2020 | +9,661 | Add 30.12% | 41,738 | $294.96 |
| Q1 2020 | +1,528 | Add 5.00% | 32,077 | $249.37 |
| Q4 2019 | -89,946 | Reduce 74.65% | 30,549 | $293.99 |
| Q3 2019 | +8,254 | Add 7.35% | 120,495 | $217.32 |
| Q2 2019 | -14,546 | Reduce 11.47% | 112,241 | $244.01 |
| Q1 2019 | +64,717 | Add 104.26% | 126,787 | $247.26 |
| Q4 2018 | -20,198 | Reduce 24.55% | 62,070 | $249.12 |
| Q3 2018 | +35,383 | Add 75.47% | 82,268 | $266.05 |
| Q2 2018 | +9,359 | Add 24.94% | 46,885 | $245.34 |
| Q1 2018 | -5,254 | Reduce 12.28% | 37,526 | $214.01 |
| Q4 2017 | +7,543 | Add 21.41% | 42,780 | $220.45 |
| Q3 2017 | -1,099 | Reduce 3.02% | 35,237 | $195.85 |
| Q2 2017 | -13,479 | Reduce 27.06% | 36,336 | $185.41 |
| Q1 2017 | +22,317 | Add 81.16% | 49,815 | $164.01 |
| Q4 2016 | +154 | Add 0.56% | 27,498 | $160.05 |
| Q3 2016 | +23,056 | Add 537.69% | 27,344 | $139.99 |
| Q2 2016 | +4,288 | New Buy | 4,288 | $141.09 |
| Q1 2016 | -5,892 | Sold Out | 0 | $0.00 |
| Q4 2015 | -20,948 | Reduce 78.05% | 5,892 | $117.62 |
| Q3 2015 | -11,839 | Reduce 30.61% | 26,840 | $116.02 |
| Q2 2015 | +33,719 | Add 679.82% | 38,679 | $122.00 |
| Q1 2015 | -3,284 | Reduce 39.84% | 4,960 | $118.35 |
| Q4 2014 | -276 | Reduce 3.24% | 8,244 | $101.04 |
| Q3 2014 | -37,043 | Reduce 81.30% | 8,520 | $86.27 |
| Q2 2014 | +29,480 | Add 183.30% | 45,563 | $81.75 |
| Q1 2014 | +12,882 | Add 402.44% | 16,083 | $82.01 |
| Q4 2013 | +82 | Add 2.63% | 3,201 | $75.29 |
| Q3 2013 | -133 | Reduce 4.09% | 3,119 | $71.50 |
| Q2 2013 | +3,252 | Add 0.00% | 3,252 | $65.50 |
Joel Greenblatt's UnitedHealth Group Incorporated Investment FAQs
Joel Greenblatt first purchased UnitedHealth Group Incorporated (UNH) in Q2 2013, acquiring 3,252 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held UnitedHealth Group Incorporated (UNH) for 51 quarters since Q2 2013.
Joel Greenblatt's largest addition to UnitedHealth Group Incorporated (UNH) was in Q1 2019, adding 126,787 shares worth $31.35 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 56,216 shares of UnitedHealth Group Incorporated (UNH), valued at approximately $18.56 M.
As of the Q4 2025 filing, UnitedHealth Group Incorporated (UNH) represents approximately 0.07% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in UnitedHealth Group Incorporated (UNH) was 126,787 shares, as reported at the end of Q1 2019.