Ruane Cunniff's UNH Position Overview
Ruane Cunniff (via Ruane, Cunniff & Goldfarb L.P.) currently holds 758.2K shares of UnitedHealth Group Incorporated (UNH) worth $261.81 M, representing 4.34% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 24 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 1.1M shares. Largest reduction occurred in Q2 2022, reducing 478.9K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2019 | +359,157 | New Buy | 359,157 | $293.98 |
| Q1 2020 | +1.06 M | Add 294.27% | 1.42 M | $249.38 |
| Q2 2020 | +17,902 | Add 1.26% | 1.43 M | $294.95 |
| Q3 2020 | +412,062 | Add 28.74% | 1.85 M | $311.77 |
| Q4 2020 | -8,400 | Reduce 0.46% | 1.84 M | $350.68 |
| Q1 2021 | +41,532 | Add 2.26% | 1.88 M | $372.07 |
| Q2 2021 | +49,889 | Add 2.65% | 1.93 M | $400.44 |
| Q3 2021 | -27,567 | Reduce 1.43% | 1.9 M | $390.74 |
| Q4 2021 | -30,777 | Reduce 1.62% | 1.87 M | $502.14 |
| Q1 2022 | -50,296 | Reduce 2.69% | 1.82 M | $509.97 |
| Q2 2022 | -478,903 | Reduce 26.31% | 1.34 M | $513.63 |
| Q3 2022 | -21,404 | Reduce 1.60% | 1.32 M | $505.04 |
| Q4 2022 | -190,469 | Reduce 14.43% | 1.13 M | $530.18 |
| Q1 2023 | -26,803 | Reduce 2.37% | 1.1 M | $472.59 |
| Q2 2023 | +25,811 | Add 2.34% | 1.13 M | $480.64 |
| Q3 2023 | -33,171 | Reduce 2.94% | 1.1 M | $504.19 |
| Q4 2023 | -26,040 | Reduce 2.38% | 1.07 M | $526.47 |
| Q1 2024 | -41,556 | Reduce 3.89% | 1.03 M | $494.70 |
| Q2 2024 | -44,037 | Reduce 4.28% | 983,826 | $509.26 |
| Q3 2024 | -17,511 | Reduce 1.78% | 966,315 | $584.68 |
| Q4 2024 | -128,319 | Reduce 13.28% | 837,996 | $505.86 |
| Q1 2025 | -15,828 | Reduce 1.89% | 822,168 | $523.75 |
| Q2 2025 | -58,729 | Reduce 7.14% | 763,439 | $311.97 |
| Q3 2025 | -5,216 | Reduce 0.68% | 758,223 | $345.30 |
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 24 quarters since Q4 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ruane Cunniff's largest addition to UnitedHealth Group Incorporated (UNH) was in Q1 2020, adding 1,416,053 shares worth $353.14 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ruane Cunniff's firm, Ruane, Cunniff & Goldfarb L.P., owns 758,223 shares of UnitedHealth Group Incorporated (UNH), valued at approximately $261.81 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 4.34% of Ruane Cunniff'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.
Ruane Cunniff's peak holding in UnitedHealth Group Incorporated (UNH) was 1,929,038 shares, as reported at the end of Q2 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.