Ruane Cunniff's UNH Position Overview
Ruane Cunniff (via Ruane, Cunniff & Goldfarb L.P.) currently holds 745,999 shares of UnitedHealth Group Incorporated (UNH) worth $246.26 M, representing 3.85% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Ruane Cunniff has maintained a strategic position in UNH, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 1.06 M shares. Largest reduction occurred in Q2 2022, reducing 478,903 shares.
Analysis based on 13F filings available since 2013 Q2
Ruane Cunniff's UnitedHealth Group Incorporated (UNH) Holding Value Over Time
Track share changes against reported price movement
Quarterly UnitedHealth Group Incorporated (UNH) Trades by Ruane Cunniff
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -12,224 | Reduce 1.61% | 745,999 | $330.11 |
| Q3 2025 | -5,216 | Reduce 0.68% | 758,223 | $345.30 |
| Q2 2025 | -58,729 | Reduce 7.14% | 763,439 | $311.97 |
| Q1 2025 | -15,828 | Reduce 1.89% | 822,168 | $523.75 |
| Q4 2024 | -128,319 | Reduce 13.28% | 837,996 | $505.86 |
| Q3 2024 | -17,511 | Reduce 1.78% | 966,315 | $584.68 |
| Q2 2024 | -44,037 | Reduce 4.28% | 983,826 | $509.26 |
| Q1 2024 | -41,556 | Reduce 3.89% | 1.03 M | $494.70 |
| Q4 2023 | -26,040 | Reduce 2.38% | 1.07 M | $526.47 |
| Q3 2023 | -33,171 | Reduce 2.94% | 1.1 M | $504.19 |
| Q2 2023 | +25,811 | Add 2.34% | 1.13 M | $480.64 |
| Q1 2023 | -26,803 | Reduce 2.37% | 1.1 M | $472.59 |
| Q4 2022 | -190,469 | Reduce 14.43% | 1.13 M | $530.18 |
| Q3 2022 | -21,404 | Reduce 1.60% | 1.32 M | $505.04 |
| Q2 2022 | -478,903 | Reduce 26.31% | 1.34 M | $513.63 |
| Q1 2022 | -50,296 | Reduce 2.69% | 1.82 M | $509.97 |
| Q4 2021 | -30,777 | Reduce 1.62% | 1.87 M | $502.14 |
| Q3 2021 | -27,567 | Reduce 1.43% | 1.9 M | $390.74 |
| Q2 2021 | +49,889 | Add 2.65% | 1.93 M | $400.44 |
| Q1 2021 | +41,532 | Add 2.26% | 1.88 M | $372.07 |
| Q4 2020 | -8,400 | Reduce 0.46% | 1.84 M | $350.68 |
| Q3 2020 | +412,062 | Add 28.74% | 1.85 M | $311.77 |
| Q2 2020 | +17,902 | Add 1.26% | 1.43 M | $294.95 |
| Q1 2020 | +1.06 M | Add 294.27% | 1.42 M | $249.38 |
| Q4 2019 | +359,157 | New Buy | 359,157 | $293.98 |
Ruane Cunniff's UnitedHealth Group Incorporated Investment FAQs
Ruane Cunniff first purchased UnitedHealth Group Incorporated (UNH) in Q4 2019, acquiring 359,157 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ruane Cunniff has held UnitedHealth Group Incorporated (UNH) for 25 quarters since Q4 2019.
Ruane Cunniff's largest addition to UnitedHealth Group Incorporated (UNH) was in Q1 2020, adding 1,416,053 shares worth $353.14 M.
According to the latest 13F filing for Q4 2025, Ruane Cunniff's firm, Ruane, Cunniff & Goldfarb L.P., owns 745,999 shares of UnitedHealth Group Incorporated (UNH), valued at approximately $246.26 M.
As of the Q4 2025 filing, UnitedHealth Group Incorporated (UNH) represents approximately 3.85% of Ruane Cunniff's publicly disclosed stock portfolio, making it one of their key holdings.
Ruane Cunniff's peak holding in UnitedHealth Group Incorporated (UNH) was 1,929,038 shares, as reported at the end of Q2 2021.