Bill Gates’s UnitedHealth Group (UNH) position
Reported position history, portfolio importance and verified filing changes from public SEC disclosures.
At a glance
The full verified relationship, including prior ownership episodes and exits where supported.
Gates Foundation Trust first reported UnitedHealth Group in Q3 2023. The latest verified relationship event shows that Gates Foundation Trust sold the entire position in Q4 2023, and the stock is no longer reported in the latest verified portfolio.
Position over time
See the same verified relationship through reported shares, portfolio weight or reported value.
Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.
What changed
Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.
Filing context
Quarter-end price $504.19 · Estimated holding basis $504.19
How important was UnitedHealth Group in Gates Foundation Trust’s reported portfolio?
Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.
Who else owns UnitedHealth Group?
Also reported by 4 other tracked investors in their latest verified filings.
SEC filing evidence
Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.
Market context only; not an investor transaction price.
View UnitedHealth Group stock page →
This tracker follows the Gates Foundation Trust’s Form 13F disclosures. It is not Bill Gates’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.