Davis Selected Advisers boosted its UNH stake by 11.8% in Q4 to 1.27 million shares (~$420M), making UNH its 18th-largest holding, as UNH beat Q1 estimates with EPS of $7.23 and revenue of $111.65B, stock up 14.5% and guiding FY2026 higher.Abstract: Davis Selected Advisers increased its position in UnitedHealth Group by 11.8% in Q4 to about 1.27 million shares (roughly $420 million), making UNH the fund’s 18th-largest holding. UnitedHealth exceeded Q1 targets with EPS of $7.23 and revenue of $111.65 billion, prompting a 14.5% stock jump and an upgraded FY2026 outlook.

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2026-05-09 21:24:19

Abstract generation in progress

Davis Selected Advisers increased its stake in UnitedHealth Group (UNH) by 11.8% in Q4, acquiring 134,097 shares to own a total of 1,273,400 shares valued at approximately $420.37 million. This makes UNH the firm’s 18th-largest position. UnitedHealth Group exceeded Q1 earnings expectations, reporting an EPS of $7.23 against an estimate of $6.76 and revenue of $111.65 billion over an estimated $109.84 billion, leading to a 14.5% stock surge and an updated FY 2026 guidance.

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Davis Selected Advisers Raises Stock Holdings in UnitedHealth Group Incorporated $UNH

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