Route One Investment Company, L.P.: UNITEDHEALTH GROUP (UNH): Quarterly 13F Position History
As of Q1 2026, Route One Investment Company, L.P. reported 532,875 shares of UNITEDHEALTH GROUP (UNH), worth $144.2M and representing 6.3% of its 13F equity book. Quarter-over-quarter share count change: + 25,575 (+5.0%) . The position first appeared in Q2 2019 and has been disclosed across 28 13F-HR filings in Pactolio's tracked window.
- 532,875Shares Held (Latest Filing)
- $144.2MReported Market Value (Latest Filing)
- 6.3%Portfolio Weight (% of 13F Equity Book)
- +25,575Quarter-over-Quarter Share Change
- -$23.3MQuarter-over-Quarter Value Change
- 1,348,400Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 28 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 532,875 | +25,575 | +5.0% | $144.2M | 6.3% | $270.6 |
| Q4 2025 | 507,300 | 0 | — | $167.5M | 7.0% | $330.1 |
| Q3 2025 | 507,300 | +37,000 | +7.9% | $175.2M | 7.0% | $345.3 |
| Q2 2025 | 470,300 | +34,700 | +8.0% | $146.7M | 6.4% | $312.0 |
| Q1 2025 | 435,600 | 0 | — | $228.1M | 9.5% | $523.8 |
| Q4 2024 | 435,600 | 0 | — | $220.4M | 8.6% | $505.9 |
| Q3 2024 | 435,600 | 0 | — | $254.7M | 9.2% | $584.7 |
| Q2 2024 | 435,600 | +52,350 | +13.7% | $221.8M | 8.4% | $509.3 |
| Q1 2024 | 383,250 | +99,850 | +35.2% | $189.6M | 7.5% | $494.7 |
| Q4 2023 | 283,400 | 0 | — | $149.2M | 5.5% | $526.5 |
| Q3 2023 | 283,400 | +64,150 | +29.3% | $142.9M | 5.5% | $504.2 |
| Q2 2023 | 219,250 | 0 | — | $105.4M | 4.2% | $480.6 |
| Q1 2023 | 219,250 | 53,250 | -19.5% | $103.6M | 4.1% | $472.6 |
| Q4 2022 | 272,500 | 62,400 | -18.6% | $144.5M | 6.5% | $530.2 |
| Q3 2022 | 334,900 | 39,350 | -10.5% | $169.1M | 6.4% | $505.0 |
| Q2 2022 | 374,250 | 141,250 | -27.4% | $192.2M | 7.0% | $513.6 |
| Q1 2022 | 515,500 | 161,350 | -23.8% | $262.9M | 8.2% | $510.0 |
| Q4 2021 | 676,850 | 157,000 | -18.8% | $339.9M | 9.2% | $502.1 |
| Q3 2021 | 833,850 | 0 | — | $325.8M | 8.4% | $390.7 |
| Q2 2021 | 833,850 | 120,300 | -12.6% | $333.9M | 8.2% | $400.4 |
| Q1 2021 | 954,150 | 72,000 | -7.0% | $355.0M | 9.6% | $372.1 |
| Q4 2020 | 1,026,150 | 203,250 | -16.5% | $359.9M | 10.1% | $350.7 |
| Q3 2020 | 1,229,400 | 63,500 | -4.9% | $383.3M | 10.9% | $311.8 |
| Q2 2020 | 1,292,900 | 55,500 | -4.1% | $381.3M | 10.9% | $295.0 |
| Q1 2020 | 1,348,400 | +305,200 | +29.3% | $336.3M | 11.0% | $249.4 |
| Q4 2019 | 1,043,200 | 0 | — | $306.7M | 8.7% | $294.0 |
| Q3 2019 | 1,043,200 | +120,200 | +13.0% | $226.7M | 6.8% | $217.3 |
| Q2 2019 | 923,000 | — | — | $225.2M | 6.9% | $244.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Route One Investment Company, L.P. first disclose a UNH position in 13F-HR filings?
Route One Investment Company, L.P. first reported UNITEDHEALTH GROUP (UNH) on its 13F-HR filing for the period ending 2019-06-30 (Q2 2019). The position has appeared on 28 reported quarters within Pactolio's tracked window.
What was Route One Investment Company, L.P.'s most recent quarter-over-quarter share-count change in UNH?
Between Q4 2025 and Q1 2026, Route One Investment Company, L.P. added 25,575 shares of UNH (+5.0%), bringing the total reported position to 532,875 shares at a market value of $144.2M.
Does the implied price-per-share represent Route One Investment Company, L.P.'s cost basis in UNH?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.