Question 1

How many shares of UNH does Orbis Allan Gray Ltd own?

Accepted Answer

As of 2026-Q2, Orbis Allan Gray Ltd holds 134,216 shares of UNH (UNITEDHEALTH GROUP INC).

Question 2

What is Orbis Allan Gray Ltd's UNH position worth?

Accepted Answer

As of 2026-Q2, Orbis Allan Gray Ltd's UNH position is worth $55.8M.

Question 3

Is Orbis Allan Gray Ltd buying or selling UNH?

Accepted Answer

In 2026-Q2, Orbis Allan Gray Ltd opened a new position in UNH.

Question 4

When did Orbis Allan Gray Ltd first buy UNH?

Accepted Answer

Based on available 13F filings, Orbis Allan Gray Ltd first reported a position in UNH in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	New	134,216	—	$55.8M	0.2%	$415.63	49
2026-Q1	Exited	0	-100.0%	$0	0.0%	$289.21	0
2025-Q4	Increased	2.6M	+30.5%	$852.1M	3.6%	$332.16	74
2025-Q3	Increased	2M	+82.0%	$682.8M	2.9%	$342.87	83
2025-Q2	Increased	1.1M	+63.4%	$339M	1.6%	$305.12	71
2025-Q1	Decreased	665,142	-64.8%	$348.4M	2.0%	$505.79	0
2024-Q4	Decreased	1.9M	-16.4%	$955.2M	5.1%	$495.60	0
2024-Q3	Decreased	2.3M	-4.1%	$1.3B	7.0%	$565.70	0