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Steve Schonfeld’s UnitedHealth UNH Stock Holding History

Steve Schonfeld’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 		$9.31M Buy
22,400
+2,400
+12% +$890K 0.03% 437
2026
Q1 		$5.41M Buy
+20,000
New +$5.96M 0.04% 466
2024
Q4 		– Sell
-20,100
Closed -$11.8M – 2406
2024
Q3 		$11.8M Buy
+20,100
New +$11.4M 0.08% 254

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Steve Schonfeld's UNH Position: Q2 2026 in Review

Steve Schonfeld increased its UnitedHealth (UNH) stake by 16,422% in Q2 2026, buying an estimated $23.2M and bringing the position to 62,948 shares worth $26.2M. The position accounts for 0.09% of the portfolio, ranked #188.

Steve Schonfeld first reported a position in UNH in Q4 2016 and has held it in 33 quarters since. The position peaked at $36.9M in Q3 2025. 3,364 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Steve Schonfeld held 62,948 shares of UnitedHealth worth $26.2M as of Q2 2026.
  • Steve Schonfeld bought 62,567 UnitedHealth shares in Q2 2026, an estimated $23.2M.
  • UnitedHealth made up 0.09% of Steve Schonfeld's portfolio in Q2 2026, its #188 holding.
  • Steve Schonfeld first reported a position in UnitedHealth in Q4 2016 and has held it in 33 quarters since.
  • Steve Schonfeld's UnitedHealth position peaked at $36.9M in Q3 2025.
  • 3,364 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.