John Overdeck’s UnitedHealth UNH Stock Holding History

John Overdeck’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 Q2	$11.4M	Buy	27,500 +22,800	+485%	+$8.45M	0.01%	1430
2026 Q1	$1.27M	Sell	4,700 -54,300	-92%	-$16.2M	﹤0.01%	3077
2025 Q4	$19.5M	Buy	+59,000	New	+$20M	0.03%	740
2022 Q1	–	Sell	-3,000	Closed	-$1.51M	–	4343
2021 Q4	$1.51M	Buy	3,000 +2,000	+200%	+$905K	﹤0.01%	2187
2021 Q3	$391K	Sell	1,000 -1,000	-50%	-$414K	﹤0.01%	3457
2021 Q2	$801K	Sell	2,000 -3,000	-60%	-$1.2M	﹤0.01%	2680
2021 Q1	$1.86M	Buy	5,000 +900	+22%	+$312K	﹤0.01%	1766
2020 Q4	$1.44M	Sell	4,100 -8,000	-66%	-$2.68M	﹤0.01%	1731
2020 Q3	$3.77M	Buy	12,100 +9,100	+303%	+$2.8M	0.01%	938
2020 Q2	$885K	Hold	3,000	–	–	﹤0.01%	1616
2020 Q1	$748K	Sell	3,000 -41,300	-93%	-$11.4M	0.01%	1642
2019 Q4	$13M	Sell	44,300 -146,600	-77%	-$38.4M	0.04%	513
2019 Q3	$41.5M	Buy	190,900 +72,800	+62%	+$17.6M	0.14%	190
2019 Q2	$28.8M	Buy	118,100 +77,100	+188%	+$18.5M	0.1%	264
2019 Q1	$10.1M	Buy	+41,000	New	+$10.5M	0.03%	653
2018 Q4	–	Sell	-1,000	Closed	-$266K	–	3544
2018 Q3	$266K	Sell	1,000 -30,000	-97%	-$7.8M	﹤0.01%	2838
2018 Q2	$7.61M	Sell	31,000 -4,300	-12%	-$1.03M	0.02%	796
2018 Q1	$7.55M	Buy	+35,300	New	+$8.06M	0.03%	730
2016 Q4	–	Sell	-3,000	Closed	-$420K	–	3533
2016 Q3	$420K	Sell	3,000 -16,000	-84%	-$2.24M	﹤0.01%	2545
2016 Q2	$2.68M	Buy	19,000 +10,000	+111%	+$1.33M	0.01%	1084
2016 Q1	$1.16M	Sell	9,000 -50,000	-85%	-$5.91M	0.01%	1510
2015 Q4	$6.94M	Buy	59,000 +57,000	+2,850%	+$6.66M	0.03%	551
2015 Q3	$232K	Buy	+2,000	New	+$239K	﹤0.01%	1920

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

John Overdeck's UNH Position: Q2 2026 in Review

John Overdeck reduced its UnitedHealth (UNH) stake by 88% in Q2 2026, selling an estimated $557M and leaving 196,716 shares worth $81.8M. The position accounts for 0.06% of the portfolio, ranked #372.

John Overdeck first reported a position in UNH in Q2 2013 and has held it in 39 quarters since. The position peaked at $460M in Q1 2026. 3,364 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

John Overdeck held 196,716 shares of UnitedHealth worth $81.8M as of Q2 2026.
John Overdeck sold 1,503,480 UnitedHealth shares in Q2 2026, an estimated $557M.
UnitedHealth made up 0.06% of John Overdeck's portfolio in Q2 2026, its #372 holding.
John Overdeck first reported a position in UnitedHealth in Q2 2013 and has held it in 39 quarters since.
John Overdeck's UnitedHealth position peaked at $460M in Q1 2026.
3,364 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.