Joel Greenblatt's UNH Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 46.1K shares of UnitedHealth Group Incorporated (UNH) worth $15.91 M, representing 0.07% 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, 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 64.7K shares. Largest reduction occurred in Q4 2019, reducing 89.9K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +3,253 | Add 0.00% | 3,252 | $65.50 |
| Q3 2013 | -133 | Reduce 4.09% | 3,119 | $71.50 |
| Q4 2013 | +82 | Add 2.63% | 3,201 | $75.29 |
| Q1 2014 | +12,882 | Add 402.44% | 16,083 | $82.01 |
| Q2 2014 | +29,480 | Add 183.30% | 45,563 | $81.75 |
| Q3 2014 | -37,043 | Reduce 81.30% | 8,520 | $86.27 |
| Q4 2014 | -276 | Reduce 3.24% | 8,244 | $101.04 |
| Q1 2015 | -3,284 | Reduce 39.84% | 4,960 | $118.35 |
| Q2 2015 | +33,719 | Add 679.82% | 38,679 | $122.00 |
| Q3 2015 | -11,839 | Reduce 30.61% | 26,840 | $116.02 |
| Q4 2015 | -20,948 | Reduce 78.05% | 5,892 | $117.62 |
| Q1 2016 | -5,892 | Sold Out | 5,892 | $0.00 |
| Q2 2016 | +4,288 | New Buy | 4,288 | $141.09 |
| Q3 2016 | +23,056 | Add 537.69% | 27,344 | $139.99 |
| Q4 2016 | +154 | Add 0.56% | 27,498 | $160.05 |
| Q1 2017 | +22,317 | Add 81.16% | 49,815 | $164.01 |
| Q2 2017 | -13,479 | Reduce 27.06% | 36,336 | $185.41 |
| Q3 2017 | -1,099 | Reduce 3.02% | 35,237 | $195.85 |
| Q4 2017 | +7,543 | Add 21.41% | 42,780 | $220.45 |
| Q1 2018 | -5,254 | Reduce 12.28% | 37,526 | $214.01 |
| Q2 2018 | +9,359 | Add 24.94% | 46,885 | $245.34 |
| Q3 2018 | +35,383 | Add 75.47% | 82,268 | $266.05 |
| Q4 2018 | -20,198 | Reduce 24.55% | 62,070 | $249.12 |
| Q1 2019 | +64,717 | Add 104.26% | 126,787 | $247.26 |
| Q2 2019 | -14,546 | Reduce 11.47% | 112,241 | $244.01 |
| Q3 2019 | +8,254 | Add 7.35% | 120,495 | $217.32 |
| Q4 2019 | -89,946 | Reduce 74.65% | 30,549 | $293.99 |
| Q1 2020 | +1,528 | Add 5.00% | 32,077 | $249.37 |
| Q2 2020 | +9,661 | Add 30.12% | 41,738 | $294.96 |
| Q3 2020 | -14,383 | Reduce 34.46% | 27,355 | $311.75 |
| Q4 2020 | -511 | Reduce 1.87% | 26,844 | $350.69 |
| Q1 2021 | -2,702 | Reduce 10.07% | 24,142 | $372.09 |
| Q2 2021 | +1,748 | Add 7.24% | 25,890 | $400.42 |
| Q3 2021 | +5,146 | Add 19.88% | 31,036 | $390.74 |
| Q4 2021 | -4,436 | Reduce 14.29% | 26,600 | $502.14 |
| Q1 2022 | -2,450 | Reduce 9.21% | 24,150 | $509.98 |
| Q2 2022 | +120 | Add 0.50% | 24,270 | $513.64 |
| Q3 2022 | -1,522 | Reduce 6.27% | 22,748 | $505.06 |
| Q4 2022 | -11,818 | Reduce 51.95% | 10,930 | $530.18 |
| Q1 2023 | +1,741 | Add 15.93% | 12,671 | $472.59 |
| Q2 2023 | -627 | Reduce 4.95% | 12,044 | $480.64 |
| Q3 2023 | -3,884 | Reduce 32.25% | 8,160 | $504.19 |
| Q4 2023 | +10,562 | Add 129.44% | 18,722 | $526.47 |
| Q1 2024 | -2,481 | Reduce 13.25% | 16,241 | $494.70 |
| Q2 2024 | -3,626 | Reduce 22.33% | 12,615 | $509.26 |
| Q3 2024 | +4,146 | Add 32.87% | 16,761 | $584.68 |
| Q4 2024 | +1,980 | Add 11.81% | 18,741 | $505.86 |
| Q1 2025 | -11,156 | Reduce 59.53% | 7,585 | $523.75 |
| Q2 2025 | +60,631 | Add 799.35% | 68,216 | $311.97 |
| Q3 2025 | -22,152 | Reduce 32.47% | 46,064 | $345.30 |
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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to UnitedHealth Group Incorporated (UNH) was in Q1 2019, adding 126,787 shares worth $31.35 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 46,064 shares of UnitedHealth Group Incorporated (UNH), valued at approximately $15.91 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 0.07% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in UnitedHealth Group Incorporated (UNH) was 126,787 shares, as reported at the end of Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.