Steadfast Capital Management’s UnitedHealth UNH Stock Holding History

Steadfast Capital Management’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	$12.5M	Buy	+30,050	New	+$11.1M	0.38%	53
2025 Q3	–	Sell	-639,400	Closed	-$199M	–	131
2025 Q2	$199M	Buy	639,400 +525,900	+463%	+$201M	3.56%	4
2025 Q1	$59.4M	Buy	+113,500	New	+$58M	1.58%	25
2024 Q4	–	Sell	-101,166	Closed	-$59.1M	–	69
2024 Q3	$59.1M	Sell	101,166 -268,200	-73%	-$152M	1.31%	30
2024 Q2	$188M	Buy	+369,366	New	+$181M	3.96%	6
2023 Q2	–	Sell	-147,957	Closed	-$69.9M	–	56
2023 Q1	$69.9M	Sell	147,957 -18,519	-11%	-$8.94M	2.1%	20
2022 Q4	$88.3M	Sell	166,476 -127,457	-43%	-$67.5M	3.03%	14
2022 Q3	$148M	Sell	293,933 -215,781	-42%	-$113M	4.01%	12
2022 Q2	$262M	Buy	509,714 +117,581	+30%	+$59M	5.76%	7
2022 Q1	$200M	Sell	392,133 -136,955	-26%	-$66.1M	3.43%	12
2021 Q4	$266M	Sell	529,088 -327,422	-38%	-$148M	4.43%	7
2021 Q3	$335M	Sell	856,510 -20,839	-2%	-$8.63M	3.25%	7
2021 Q2	$351M	Buy	877,349 +123,417	+16%	+$49.2M	3.24%	8
2021 Q1	$281M	Buy	753,932 +128,063	+20%	+$44.4M	2.92%	12
2020 Q4	$219M	Sell	625,869 -61,721	-9%	-$20.7M	2.21%	15
2020 Q3	$214M	Sell	687,590 -45,434	-6%	-$14M	2.34%	15
2020 Q2	$216M	Buy	733,024 +45,586	+7%	+$13.1M	2.47%	11
2020 Q1	$171M	Buy	+687,438	New	+$189M	2.63%	16

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

Steadfast Capital Management's UNH Position: Q2 2026 in Review

Steadfast Capital Management opened a new position in UnitedHealth (UNH) in Q2 2026: 30,050 shares worth $12.5M. The stake represents 0.38% of the portfolio and ranks #53 among its holdings. This is a return to the name: Steadfast Capital Management previously reported a position in UNH as recently as Q2 2025.

Steadfast Capital Management first reported a position in UNH in Q1 2020 and has held it in 18 quarters since. The position peaked at $351M in Q2 2021. 3,384 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Steadfast Capital Management held 30,050 shares of UnitedHealth worth $12.5M as of Q2 2026.
UnitedHealth was a new Steadfast Capital Management position in Q2 2026.
UnitedHealth made up 0.38% of Steadfast Capital Management's portfolio in Q2 2026, its #53 holding.
Steadfast Capital Management first reported a position in UnitedHealth in Q1 2020 and has held it in 18 quarters since.
Steadfast Capital Management's UnitedHealth position peaked at $351M in Q2 2021.
3,384 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Steadfast Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.