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
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 20.2K | $6M | +1.56% |
| Q1 2025 | 23.5K | $12M | +3.28% |
| Q4 2024 | 23.4K | $12M | +6.00% |
| Q3 2024 | 17.9K | $10M | +4.54% |
| Q2 2024 | 17.8K | $9M | +4.54% |
| Q1 2024 | 20.3K | $10M | +4.57% |
| Q4 2023 | 10.0K | $5M | +2.69% |
| Q3 2023 | 17.2K | $9M | +4.71% |
| Q2 2023 | 12.3K | $6M | +3.32% |
| Q1 2023 | 12.3K | $6M | +3.49% |
| Q4 2022 | 7.0K | $3,697 | +2.31% |
| Q3 2022 | 7.0K | $4M | +2.28% |
| Q2 2022 | 14.0K | $7M | +2.15% |
| Q1 2022 | 192.5K | $17M | +8.24% |
| Q4 2021 | 6.9K | $3M | +1.62% |
| Q3 2021 | 6.8K | $3M | +1.30% |
| Q2 2021 | 6.8K | $3M | +1.35% |
| Q1 2021 | 6.8K | $3M | +1.34% |
| Q4 2020 | 6.3K | $2M | +1.25% |
| Q3 2020 | 6.2K | $2M | +1.29% |
| Q2 2020 | 5.6K | $2M | +1.26% |
| Q1 2020 | 5.6K | $1M | +1.34% |
| Q4 2019 | 4.8K | $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.