Stevens Capital Management’s UnitedHealth UNH Stock Holding History

Stevens 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 Q1	$1.94M	Sell	7,152 -3,984	-36%	-$1.19M	0.3%	51
2025 Q4	$3.68M	Buy	11,136 +3,978	+56%	+$1.35M	1.29%	19
2025 Q3	$2.47M	Buy	7,158 +1,272	+22%	+$385K	0.33%	65
2025 Q2	$1.84M	Sell	5,886 -876	-13%	-$335K	0.5%	46
2025 Q1	$3.54M	Buy	6,762 +4,485	+197%	+$2.29M	0.88%	32
2024 Q4	$1.15M	Sell	2,277 -3,949	-63%	-$2.24M	0.46%	51
2024 Q3	$3.64M	Buy	+6,226	New	+$3.52M	0.52%	33
2024 Q2	–	Sell	-4,779	Closed	-$2.36M	–	336
2024 Q1	$2.36M	Buy	+4,779	New	+$2.43M	0.46%	43
2023 Q3	–	Sell	-4,140	Closed	-$1.99M	–	341
2023 Q2	$1.99M	Buy	4,140 +1,251	+43%	+$612K	0.41%	47
2023 Q1	$1.36M	Buy	2,889 +1,480	+105%	+$714K	0.34%	42
2022 Q4	$747K	Buy	+1,409	New	+$746K	0.47%	38
2021 Q4	–	Sell	-9,463	Closed	-$3.7M	–	286
2021 Q3	$3.7M	Buy	9,463 +5,398	+133%	+$2.24M	1.55%	14
2021 Q2	$1.63M	Buy	+4,065	New	+$1.62M	0.48%	34
2020 Q4	–	Sell	-10,485	Closed	-$3.27M	–	230
2020 Q3	$3.27M	Buy	+10,485	New	+$3.22M	1.21%	28
2019 Q4	–	Sell	-53,718	Closed	-$11.7M	–	798
2019 Q3	$11.7M	Buy	+53,718	New	+$13M	1.05%	16
2019 Q2	–	Sell	-46,334	Closed	-$11.5M	–	864
2019 Q1	$11.5M	Buy	46,334 +28,732	+163%	+$7.33M	0.49%	51
2018 Q4	$4.38M	Sell	17,602 -35,212	-67%	-$9.3M	0.23%	142
2018 Q3	$14.1M	Buy	52,814 +28	+0.1%	+$7.28K	0.51%	44
2018 Q2	$13M	Sell	52,786 -99,812	-65%	-$24M	0.46%	62
2018 Q1	$32.7M	Buy	152,598 +126,090	+476%	+$28.8M	1.24%	6
2017 Q4	$5.84M	Sell	26,508 -28,223	-52%	-$5.98M	0.23%	141
2017 Q3	$10.7M	Buy	54,731 +23,587	+76%	+$4.56M	0.4%	61
2017 Q2	$5.78M	Sell	31,144 -38,198	-55%	-$6.7M	0.22%	142
2017 Q1	$11.4M	Sell	69,342 -4,580	-6%	-$750K	0.43%	57
2016 Q4	$11.8M	Buy	73,922 +27,382	+59%	+$4.09M	0.48%	44
2016 Q3	$6.52M	Sell	46,540 -25,490	-35%	-$3.57M	0.27%	98
2016 Q2	$10.2M	Buy	+72,030	New	+$9.6M	0.41%	60
2016 Q1	–	Sell	-123,932	Closed	-$14.6M	–	1126
2015 Q4	$14.6M	Buy	+123,932	New	+$14.5M	0.57%	32
2015 Q3	–	Sell	-236,606	Closed	-$28.9M	–	1224
2015 Q2	$28.9M	Sell	236,606 -128,438	-35%	-$15.2M	1.04%	12
2015 Q1	$43.2M	Buy	365,044 +180,478	+98%	+$20M	1.54%	1
2014 Q4	$18.7M	Buy	184,566 +15,419	+9%	+$1.46M	0.63%	30
2014 Q3	$14.6M	Buy	+169,147	New	+$14.3M	0.44%	61
2014 Q1	–	Sell	-92,981	Closed	-$7M	–	1334
2013 Q4	$7M	Sell	92,981 -17,259	-16%	-$1.24M	0.21%	128
2013 Q3	$7.89M	Buy	+110,240	New	+$7.89M	0.23%	130

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

Stevens Capital Management's UNH Position: Q1 2026 in Review

Stevens Capital Management reduced its UnitedHealth (UNH) stake by 36% in Q1 2026, selling an estimated $1.19M and leaving 7,152 shares worth $1.94M. The position accounts for 0.3% of the portfolio, ranked #51.

Stevens Capital Management first reported a position in UNH in Q3 2013 and has held it in 34 quarters since. The position peaked at $43.2M in Q1 2015. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Stevens Capital Management held 7,152 shares of UnitedHealth worth $1.94M as of Q1 2026.
Stevens Capital Management sold 3,984 UnitedHealth shares in Q1 2026, an estimated $1.19M.
UnitedHealth made up 0.3% of Stevens Capital Management's portfolio in Q1 2026, its #51 holding.
Stevens Capital Management first reported a position in UnitedHealth in Q3 2013 and has held it in 34 quarters since.
Stevens Capital Management's UnitedHealth position peaked at $43.2M in Q1 2015.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Stevens Capital Management's 13F filing for Q1 2026, filed 11 May 2026.