Robert Olstein’s UNH Holdings & Trades

First Buy
Q1 2014
Duration Held
47 Quarters
Largest Add
Q1 2014
+46,000 Shares
Current Position
16,500 Shares
$5.7 M Value

Robert Olstein's UNH Position Overview

Robert Olstein (via Olstein Capital Management, L.P.) currently holds 16,500 shares of UnitedHealth Group Incorporated (UNH) worth $5.7 M, representing 1.08% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.

Based on 13F filings since 2013, Robert Olstein has maintained a long-term strategic position in UNH, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2019, adding 13,000 shares. Largest reduction occurred in Q4 2019, reducing 13,000 shares.

Analysis based on 13F filings available since 2013 Q2

Robert Olstein's UnitedHealth Group Incorporated (UNH) Holding Value Over Time

Track share changes against reported price movement

Quarterly UnitedHealth Group Incorporated (UNH) Trades by Robert Olstein

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2014 +46,000 New Buy 46,000 $82.00
Q2 2014 +5,000 Add 10.87% 51,000 $81.75
Q4 2014 -5,000 Reduce 9.80% 46,000 $101.09
Q1 2015 +11,000 Add 23.91% 57,000 $118.30
Q2 2015 +9,000 Add 15.79% 66,000 $122.00
Q3 2015 -8,000 Reduce 12.12% 58,000 $116.02
Q4 2015 +3,000 Add 5.17% 61,000 $117.64
Q1 2016 -6,000 Reduce 9.84% 55,000 $128.89
Q2 2016 -9,000 Reduce 16.36% 46,000 $141.20
Q3 2016 +3,000 Add 6.52% 49,000 $140.00
Q4 2016 +3,000 Add 6.12% 52,000 $160.04
Q1 2017 -11,000 Reduce 21.15% 41,000 $164.00
Q2 2017 -12,000 Reduce 29.27% 29,000 $185.41
Q3 2017 -2,000 Reduce 6.90% 27,000 $195.85
Q4 2017 -4,000 Reduce 14.81% 23,000 $220.48
Q1 2018 +8,920 Add 38.78% 31,920 $214.00
Q2 2018 -11,920 Reduce 37.34% 20,000 $245.35
Q3 2018 -1,000 Reduce 5.00% 19,000 $266.05
Q4 2018 -7,600 Reduce 40.00% 11,400 $249.12
Q1 2019 +3,600 Add 31.58% 15,000 $247.27
Q2 2019 +13,000 Add 86.67% 28,000 $244.00
Q3 2019 +7,000 Add 25.00% 35,000 $217.31
Q4 2019 -13,000 Reduce 37.14% 22,000 $294.00
Q1 2020 +6,000 Add 27.27% 28,000 $249.39
Q2 2020 -5,000 Reduce 17.86% 23,000 $294.96
Q4 2020 -7,000 Reduce 30.43% 16,000 $350.69
Q1 2021 +6,000 Add 37.50% 22,000 $372.09
Q2 2021 -3,500 Reduce 15.91% 18,500 $400.43
Q3 2021 -1,000 Reduce 5.41% 17,500 $390.74
Q4 2021 -6,500 Reduce 37.14% 11,000 $502.18
Q1 2022 -500 Reduce 4.55% 10,500 $510.00
Q2 2022 -500 Reduce 4.76% 10,000 $513.60
Q3 2022 -1,300 Reduce 13.00% 8,700 $505.06
Q4 2022 -950 Reduce 10.92% 7,750 $530.19
Q1 2023 +3,250 Add 41.94% 11,000 $472.55
Q2 2023 +3,500 Add 31.82% 14,500 $480.62
Q3 2023 -1,000 Reduce 6.90% 13,500 $504.22
Q4 2023 -6,000 Reduce 44.44% 7,500 $526.53
Q1 2024 +7,000 Add 93.33% 14,500 $494.69
Q2 2024 +2,000 Add 13.79% 16,500 $509.27
Q3 2024 -4,500 Reduce 27.27% 12,000 $584.67
Q4 2024 +3,200 Add 26.67% 15,200 $505.86
Q1 2025 -1,200 Reduce 7.89% 14,000 $523.79
Q2 2025 +11,000 Add 78.57% 25,000 $311.96
Q3 2025 -8,500 Reduce 34.00% 16,500 $345.27

Robert Olstein's UnitedHealth Group Incorporated Investment FAQs

Robert Olstein first purchased UnitedHealth Group Incorporated (UNH) in Q1 2014, acquiring 46,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Robert Olstein has held UnitedHealth Group Incorporated (UNH) for 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Robert Olstein's largest addition to UnitedHealth Group Incorporated (UNH) was in Q1 2014, adding 46,000 shares worth $3.77 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Robert Olstein's firm, Olstein Capital Management, L.P., owns 16,500 shares of UnitedHealth Group Incorporated (UNH), valued at approximately $5.7 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 1.08% of Robert Olstein'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.

Robert Olstein's peak holding in UnitedHealth Group Incorporated (UNH) was 66,000 shares, as reported at the end of Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.