D.E. Shaw & Co’s UnitedHealth UNH Stock Holding History

D.E. Shaw & Co’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$320M	Sell	1,182,600 -410,400	-26%	-$122M	0.19%	97
2025 Q4	$526M	Buy	1,593,000 +267,800	+20%	+$90.8M	0.29%	55
2025 Q3	$458M	Buy	1,325,200 +1,093,100	+471%	+$331M	0.26%	64
2025 Q2	$72.4M	Buy	232,100 +94,300	+68%	+$36M	0.05%	432
2025 Q1	$72.2M	Buy	137,800 +40,200	+41%	+$20.6M	0.06%	362
2024 Q4	$49.4M	Buy	97,600 +26,200	+37%	+$14.9M	0.04%	576
2024 Q3	$41.7M	Sell	71,400 -4,200	-6%	-$2.38M	0.04%	606
2024 Q2	$38.5M	Buy	+75,600	New	+$37.1M	0.04%	552
2023 Q3	–	Sell	-30,000	Closed	-$14.4M	–	4510
2023 Q2	$14.4M	Buy	+30,000	New	+$14.7M	0.01%	1079
2022 Q4	–	Sell	-97,300	Closed	-$49.1M	–	5140
2022 Q3	$49.1M	Buy	97,300 +43,100	+80%	+$22.7M	0.06%	411
2022 Q2	$27.8M	Buy	54,200 +14,200	+36%	+$7.13M	0.03%	674
2022 Q1	$20.4M	Sell	40,000 -20,900	-34%	-$10.1M	0.02%	1018
2021 Q4	$30.6M	Buy	60,900 +32,400	+114%	+$14.7M	0.03%	814
2021 Q3	$11.1M	Sell	28,500 -16,900	-37%	-$7M	0.01%	1441
2021 Q2	$18.2M	Buy	45,400 +17,400	+62%	+$6.94M	0.02%	1072
2021 Q1	$10.4M	Buy	28,000 +5,900	+27%	+$2.04M	0.01%	1324
2020 Q4	$7.75M	Sell	22,100 -14,400	-39%	-$4.83M	0.01%	1537
2020 Q3	$11.4M	Sell	36,500 -6,900	-16%	-$2.12M	0.01%	1163
2020 Q2	$12.8M	Sell	43,400 -56,100	-56%	-$16.1M	0.02%	1052
2020 Q1	$24.8M	Buy	99,500 +5,000	+5%	+$1.38M	0.04%	520
2019 Q4	$27.8M	Sell	94,500 -112,000	-54%	-$29.3M	0.03%	653
2019 Q3	$44.9M	Buy	206,500 +51,000	+33%	+$12.3M	0.06%	414
2019 Q2	$37.9M	Buy	155,500 +137,700	+774%	+$33.1M	0.05%	462
2019 Q1	$4.4M	Buy	+17,800	New	+$4.54M	0.01%	1625
2018 Q4	–	Sell	-5,100	Closed	-$1.36M	–	4000
2018 Q3	$1.36M	Buy	+5,100	New	+$1.33M	﹤0.01%	2474
2018 Q2	–	Sell	-96,700	Closed	-$20.7M	–	3904
2018 Q1	$20.7M	Buy	96,700 +46,700	+93%	+$10.7M	0.03%	649
2017 Q4	$11M	Buy	50,000 +30,000	+150%	+$6.36M	0.02%	972
2017 Q3	$3.92M	Hold	20,000	–	–	0.01%	1556
2017 Q2	$3.71M	Buy	+20,000	New	+$3.51M	0.01%	1555
2017 Q1	–	Sell	-1,600	Closed	-$256K	–	3622
2016 Q4	$256K	Sell	1,600 -27,200	-94%	-$4.06M	﹤0.01%	3177
2016 Q3	$4.03M	Buy	28,800 +26,300	+1,052%	+$3.68M	0.01%	1432
2016 Q2	$353K	Buy	+2,500	New	+$333K	﹤0.01%	2958
2016 Q1	–	Sell	-69,700	Closed	-$8.2M	–	3798
2015 Q4	$8.2M	Sell	69,700 -52,100	-43%	-$6.09M	0.01%	1067
2015 Q3	$14.1M	Sell	121,800 -95,300	-44%	-$11.4M	0.02%	771
2015 Q2	$26.5M	Buy	217,100 +10,000	+5%	+$1.18M	0.04%	525
2015 Q1	$24.5M	Buy	207,100 +61,200	+42%	+$6.8M	0.04%	539
2014 Q4	$14.7M	Buy	145,900 +22,800	+19%	+$2.16M	0.02%	868
2014 Q3	$10.6M	Buy	123,100 +103,100	+516%	+$8.71M	0.01%	1043
2014 Q2	$1.64M	Sell	20,000 -6,700	-25%	-$527K	﹤0.01%	2482
2014 Q1	$2.19M	Sell	26,700 -20,400	-43%	-$1.54M	﹤0.01%	2297
2013 Q4	$3.55M	Sell	47,100 -37,300	-44%	-$2.68M	﹤0.01%	1981
2013 Q3	$6.04M	Buy	84,400 +69,600	+470%	+$4.98M	0.01%	1421
2013 Q2	$969K	Buy	+14,800	New	+$921K	﹤0.01%	2741

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

D.E. Shaw & Co's UNH Position: Q1 2026 in Review

D.E. Shaw & Co increased its UnitedHealth (UNH) stake by 24% in Q1 2026, buying an estimated $67.3M and bringing the position to 1,167,220 shares worth $316M. The position accounts for 0.19% of the portfolio, ranked #99.

D.E. Shaw & Co first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $520M in Q2 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

D.E. Shaw & Co held 1,167,220 shares of UnitedHealth worth $316M as of Q1 2026.
D.E. Shaw & Co bought 226,047 UnitedHealth shares in Q1 2026, an estimated $67.3M.
UnitedHealth made up 0.19% of D.E. Shaw & Co's portfolio in Q1 2026, its #99 holding.
D.E. Shaw & Co first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
D.E. Shaw & Co's UnitedHealth position peaked at $520M in Q2 2024.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.