IC
UNH icon

Iconiq Capital’s UnitedHealth UNH Stock Holding History

Iconiq Capital’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
2025
Q3 		– Sell
-996
Closed -$311K – 377
2025
Q2 		$311K Sell
996
-1,751
-64% -$669K 0.01% 281
2025
Q1 		$1.44M Buy
2,747
+264
+11% +$135K 0.03% 71
2024
Q4 		$1.26M Buy
2,483
+795
+47% +$452K 0.02% 74
2024
Q3 		$987K Buy
1,688
+972
+136% +$550K 0.02% 58
2024
Q2 		$365K Buy
+716
New +$351K 0.01% 70
2016
Q2 		– Sell
-8,497
Closed -$1.09M – 49
2016
Q1 		$1.09M Buy
+8,497
New +$1.01M 0.2% 15

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Iconiq Capital's UNH Position: Q3 2025 in Review

Iconiq Capital sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 996 shares — an estimated $311K sold.

Iconiq Capital first reported a position in UNH in Q1 2016 and held it in 6 quarters. The position peaked at $1.44M in Q1 2025. 3,167 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Iconiq Capital reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Iconiq Capital sold 996 UnitedHealth shares in Q3 2025, an estimated $311K.
  • Iconiq Capital first reported a position in UnitedHealth in Q1 2016 and held it in 6 quarters.
  • Iconiq Capital's UnitedHealth position peaked at $1.44M in Q1 2025.
  • 3,167 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.