Steven Check’s UnitedHealth UNH Stock Holding History

Steven Check’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	$466K	Sell	1,122 -110	-9%	-$40.8K	0.01%	35
2026 Q1	$333K	Buy	1,232 +513	+71%	+$153K	0.01%	40
2025 Q4	$237K	Buy	719 +4	+0.6%	+$1.36K	0.01%	45
2025 Q3	$247K	Buy	+715	New	+$216K	0.01%	47
2015 Q4	–	Sell	-3,900	Closed	-$452K	–	57
2015 Q3	$452K	Sell	3,900 -1,500	-28%	-$180K	0.04%	31
2015 Q2	$659K	Hold	5,400	–	–	0.06%	28
2015 Q1	$639K	Hold	5,400	–	–	0.05%	28
2014 Q4	$546K	Sell	5,400 -400	-7%	-$37.9K	0.05%	31
2014 Q3	$500K	Hold	5,800	–	–	0.05%	32
2014 Q2	$474K	Sell	5,800 -600	-9%	-$47.2K	0.05%	35
2014 Q1	$525K	Buy	6,400 +2,700	+73%	+$203K	0.05%	30
2013 Q4	$279K	Sell	3,700 -300	-8%	-$21.6K	0.03%	43
2013 Q3	$286K	Sell	4,000 -400	-9%	-$28.6K	0.04%	42
2013 Q2	$288K	Buy	+4,400	New	+$274K	0.04%	40

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

Steven Check's UNH Position: Q2 2026 in Review

Steven Check reduced its UnitedHealth (UNH) stake by 8.9% in Q2 2026, selling an estimated $40.8K and leaving 1,122 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #35.

Steven Check first reported a position in UNH in Q2 2013 and has held it in 14 quarters since. The position peaked at $659K in Q2 2015. 3,364 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Steven Check held 1,122 shares of UnitedHealth worth $466K as of Q2 2026.
Steven Check sold 110 UnitedHealth shares in Q2 2026, an estimated $40.8K.
UnitedHealth made up 0.01% of Steven Check's portfolio in Q2 2026, its #35 holding.
Steven Check first reported a position in UnitedHealth in Q2 2013 and has held it in 14 quarters since.
Steven Check's UnitedHealth position peaked at $659K in Q2 2015.
3,364 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Check Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.