Smead Capital Management, Inc.: UNH position timeline

Smead Capital Management, Inc. held 328,414 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 328,414 shares

   Change vs previous 13F -18,688 shares

   2.93% of the 13F portfolio, value $136,498,628.

   13F-HR 0001172661-26-003262 filed by Smead Capital Management, Inc.
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 347,102 shares

   Change vs previous 13F +38,379 shares

   2.04% of the 13F portfolio, value $93,922,449.

   13F-HR 0001172661-26-001955 filed by Smead Capital Management, Inc.
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 308,723 shares

   Change vs previous 13F -21,395 shares

   2.11% of the 13F portfolio, value $101,912,437.

   13F-HR 0001172661-26-000531 filed by Smead Capital Management, Inc.
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 330,118 shares

   Change vs previous 13F +77,680 shares

   2.2% of the 13F portfolio, value $113,989,842.

   13F-HR 0001172661-25-004652 filed by Smead Capital Management, Inc.
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 252,438 shares

   Change vs previous 13F not available

   1.58% of the 13F portfolio, value $78,753,198.

   13F-HR 0001172661-25-003237 filed by Smead Capital Management, Inc.
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).