SEC 13F Intelligence

Davis-Rea Ltd. / UNH

Davis-Rea Ltd.’s Unitedhealth Group Inc Position

Does Davis-Rea Ltd. own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 20.2K shares worth $6M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q2 2025
Shares
20.2K
% of Portfolio
+1.56%
Quarters Held
23
position exited

Position History UNH

Reported value by quarter
Q4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $2MQ3 ’20: $2MQ3 ’20Q4 ’20: $2MQ1 ’21: $3MQ2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $3MQ1 ’22: $17MQ1 ’22Q2 ’22: $7MQ3 ’22: $4MQ4 ’22: $3,697Q4 ’22Q1 ’23: $6MQ2 ’23: $6MQ3 ’23: $9MQ3 ’23Q4 ’23: $5MQ1 ’24: $10MQ2 ’24: $9MQ2 ’24Q3 ’24: $10MQ4 ’24: $12MQ1 ’25: $12MQ1 ’25Q2 ’25: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202520.2K$6M+1.56%
Q1 202523.5K$12M+3.28%
Q4 202423.4K$12M+6.00%
Q3 202417.9K$10M+4.54%
Q2 202417.8K$9M+4.54%
Q1 202420.3K$10M+4.57%
Q4 202310.0K$5M+2.69%
Q3 202317.2K$9M+4.71%
Q2 202312.3K$6M+3.32%
Q1 202312.3K$6M+3.49%
Q4 20227.0K$3,697+2.31%
Q3 20227.0K$4M+2.28%
Q2 202214.0K$7M+2.15%
Q1 2022192.5K$17M+8.24%
Q4 20216.9K$3M+1.62%
Q3 20216.8K$3M+1.30%
Q2 20216.8K$3M+1.35%
Q1 20216.8K$3M+1.34%
Q4 20206.3K$2M+1.25%
Q3 20206.2K$2M+1.29%
Q2 20205.6K$2M+1.26%
Q1 20205.6K$1M+1.34%
Q4 20194.8K$1M+0.96%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Davis-Rea Ltd.’s full portfolio or all institutional holders of UNH.