Decision Timeline

UNH, decision by decision.

Not just who owns it now. This is the sequence of material choices managers reported, when each choice became visible, and the observed result after disclosure.

Material decisions: 61
Buy / add: 26
Trim / exit: 35

Eight-quarter evidence

8 reported quarters

Q2 2026
filed Sep 2, 2026
64d lag
TRIM-31.0%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-6.5% vs SPY
21 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
TRIM-24.4%
Mairs & Power Funds · 2.0% of reported portfolio
Original SEC filing ↗
-5.3% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
TRIM-27.0%
Hillman Capital Management · 1.4% of reported portfolio
Original SEC filing ↗
-5.3% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
TRIM-33.6%
Duan Yongping · 0.8% of reported portfolio
Original SEC filing ↗
-5.3% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 10, 2026
41d lag
TRIM-92.6%
Vulcan Value Partners · 6.5% of reported portfolio
Original SEC filing ↗
-7.1% vs SPY
38 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 7, 2026
7d lag
EXITEXIT
Robert Olstein · 1.4% of reported portfolio
Original SEC filing ↗
-15.6% vs SPY
62 sessions after disclosure
direction supported so far
Q1 2026
filed May 19, 2026
49d lag
NEWNEW
Duan Yongping · 0.8% of reported portfolio
Original SEC filing ↗
-2.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
EXITEXIT
Viking Global Investors · 1.0% of reported portfolio
Original SEC filing ↗
-3.1% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
TRIM-55.0%
David Tepper · 1.0% of reported portfolio
Original SEC filing ↗
-3.1% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
TRIM-47.3%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
-3.1% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
EXITEXIT
Warren Buffett · 0.6% of reported portfolio
Original SEC filing ↗
-3.1% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 1, 2026
31d lag
EXITEXIT
Torray Funds · 2.8% of reported portfolio
Original SEC filing ↗
+6.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed Apr 21, 2026
21d lag
ADD+53.3%
Robert Olstein · 1.4% of reported portfolio
Original SEC filing ↗
+17.3% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
TRIM-22.4%
Mairs & Power Funds · 3.5% of reported portfolio
Original SEC filing ↗
+28.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
NEWNEW
Viking Global Investors · 1.0% of reported portfolio
Original SEC filing ↗
+28.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
ADD+244.9%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
+28.9% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
EXITEXIT
Stephen Mandel · 3.8% of reported portfolio
Original SEC filing ↗
-12.9% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
NEWNEW
Hillman Capital Management · 1.6% of reported portfolio
Original SEC filing ↗
-12.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
EXITEXIT
Lee Ainslie · 1.1% of reported portfolio
Original SEC filing ↗
-12.9% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
ADD+33.6%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-12.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 13, 2025
44d lag
TRIM-91.7%
David Tepper · 11.9% of reported portfolio
Original SEC filing ↗
-11.5% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 4, 2025
35d lag
ADD+35.3%
Yacktman Asset Management · 0.8% of reported portfolio
Original SEC filing ↗
-17.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 3, 2025
34d lag
EXITEXIT
Michael Burry · 11.1% of reported portfolio
Original SEC filing ↗
-18.0% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Oct 30, 2025
30d lag
ADD+93.5%
Samantha McLemore · 5.1% of reported portfolio
Original SEC filing ↗
-18.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Oct 21, 2025
21d lag
TRIM-34.0%
Robert Olstein · 1.5% of reported portfolio
Original SEC filing ↗
-4.8% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
ADD+1300.0%
David Tepper · 11.9% of reported portfolio
Original SEC filing ↗
+5.7% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
NEWNEW
Michael Burry · 11.1% of reported portfolio
Original SEC filing ↗
+5.7% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
NEWNEW
Stephen Mandel · 3.8% of reported portfolio
Original SEC filing ↗
+5.7% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
EXITEXIT
Viking Global Investors · 3.6% of reported portfolio
Original SEC filing ↗
+5.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
ADD+53.9%
Lee Ainslie · 1.1% of reported portfolio
Original SEC filing ↗
+5.7% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
EXITEXIT
David Rolfe · 0.6% of reported portfolio
Original SEC filing ↗
+5.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
NEWNEW
Warren Buffett · 0.6% of reported portfolio
Original SEC filing ↗
+5.7% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 13, 2025
44d lag
ADD+696.2%
Vulcan Value Partners · 7.0% of reported portfolio
Original SEC filing ↗
+15.2% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 13, 2025
44d lag
NEWNEW
Samantha McLemore · 2.7% of reported portfolio
Original SEC filing ↗
+15.2% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 13, 2025
44d lag
TRIM-99.4%
Polen Capital Management · 1.7% of reported portfolio
Original SEC filing ↗
+15.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 13, 2025
44d lag
ADD+117.7%
Dodge & Cox Funds · 1.5% of reported portfolio
Original SEC filing ↗
+15.2% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 13, 2025
44d lag
EXITEXIT
David Katz · 1.0% of reported portfolio
Original SEC filing ↗
+15.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 8, 2025
39d lag
TRIM-98.3%
Jensen Investment Management · 3.5% of reported portfolio
Original SEC filing ↗
+22.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 8, 2025
39d lag
ADD+2234.9%
Christopher Davis · 1.9% of reported portfolio
Original SEC filing ↗
+22.5% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 6, 2025
37d lag
NEWNEW
Yacktman Asset Management · 0.5% of reported portfolio
Original SEC filing ↗
+29.0% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 5, 2025
36d lag
ADD+126.3%
Torray Funds · 2.2% of reported portfolio
Original SEC filing ↗
+28.4% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Jul 22, 2025
22d lag
ADD+78.6%
Robert Olstein · 1.5% of reported portfolio
Original SEC filing ↗
+19.3% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
TRIM-81.4%
David Rolfe · 5.5% of reported portfolio
Original SEC filing ↗
-3.7% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
NEWNEW
Lee Ainslie · 1.4% of reported portfolio
Original SEC filing ↗
-3.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
TRIM-50.6%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
-3.7% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 8, 2025
38d lag
ADD+35.3%
Vulcan Value Partners · 1.5% of reported portfolio
Original SEC filing ↗
-46.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
TRIM-81.5%
Chase Coleman · 5.9% of reported portfolio
Original SEC filing ↗
-38.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
EXITEXIT
Stephen Mandel · 3.6% of reported portfolio
Original SEC filing ↗
-38.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
NEWNEW
Viking Global Investors · 3.1% of reported portfolio
Original SEC filing ↗
-38.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
NEWNEW
Vulcan Value Partners · 1.0% of reported portfolio
Original SEC filing ↗
-38.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
ADD+596.3%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
-38.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 10, 2025
41d lag
TRIM-43.6%
Polen Capital Management · 3.0% of reported portfolio
Original SEC filing ↗
-25.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 10, 2025
41d lag
TRIM-90.3%
First Eagle Investment Management · 0.5% of reported portfolio
Original SEC filing ↗
-25.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 6, 2025
37d lag
TRIM-20.1%
Torray Funds · 2.2% of reported portfolio
Original SEC filing ↗
-20.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Jan 22, 2025
22d lag
TRIM-29.0%
David Katz · 1.6% of reported portfolio
Original SEC filing ↗
-7.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Jan 21, 2025
21d lag
ADD+26.7%
Robert Olstein · 1.4% of reported portfolio
Original SEC filing ↗
-4.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
EXITEXIT
Viking Global Investors · 0.9% of reported portfolio
Original SEC filing ↗
-18.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
TRIM-70.3%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-18.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 13, 2024
44d lag
EXITEXIT
Vulcan Value Partners · 1.2% of reported portfolio
Original SEC filing ↗
-18.7% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 4, 2024
35d lag
TRIM-24.8%
Jensen Investment Management · 4.0% of reported portfolio
Original SEC filing ↗
-11.7% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Oct 31, 2024
31d lag
TRIM-27.3%
Robert Olstein · 1.5% of reported portfolio
Original SEC filing ↗
-9.3% vs SPY
63 sessions after disclosure
direction supported so far

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Material means a new or exited position, or at least a 20% share-count change, with at least 0.5% portfolio weight or $100 million reported value. Share counts are adjusted for confirmed splits. Outcomes start after disclosure, not at an invented trade date, and are not manager returns.