NYSE
Unitedhealth Group INC
UNH
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$350B Market cap · 2026-08-21
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Investor Letters
Letters that discuss UNH.
- Patient Capital Management 2Q26 Portfolio Activity & Attribution 2Q26 +17.3% ADBE $110BADYEN $39BCVS $120BFBTC
- Patient Capital Management 1Q26 Portfolio Activity & Attribution 1Q26 -6.0% ADBE $110BCHYM $12BET $73BIBIT $173B
- Patient Capital Management 3Q25 Portfolio Recap 3Q25 +14.1% PGEN $2.6BUNH $350BBIIB $33BCROX $5.9B
- Dodge & Cox Stock Fund Stock Fund Investment Commentary Second Quarter +5.6% KKR-P-D TMO $231BV $693BCHTR $18B
- Patient Capital Management 4Q25 Portfolio Activity and Attribution fourth quarter of 2025 +6.0% BIIB $33BCHYM $12BCOIN $45BFBTC
