IC
UNH icon

IEQ Capital’s UnitedHealth UNH Stock Holding History

IEQ 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
2026
Q1 		$39.2M Sell
144,823
-12,329
-8% -$3.67M 0.18% 102
2025
Q4 		$51.9M Sell
157,152
-12,729
-7% -$4.31M 0.16% 81
2025
Q3 		$58.7M Buy
169,881
+96,578
+132% +$29.2M 0.18% 60
2025
Q2 		$22.9M Sell
73,303
-13,753
-16% -$5.26M 0.14% 109
2025
Q1 		$45.6M Buy
87,056
+31,914
+58% +$16.3M 0.36% 38
2024
Q4 		$27.9M Sell
55,142
-10,990
-17% -$6.24M 0.27% 52
2024
Q3 		$38.7M Buy
66,132
+3,548
+6% +$2.01M 0.47% 34
2024
Q2 		$31.9M Buy
62,584
+2,775
+5% +$1.36M 0.43% 37
2024
Q1 		$29.6M Sell
59,809
-472
-0.8% -$240K 0.43% 35
2023
Q4 		$31.7M Buy
60,281
+5,378
+10% +$2.87M 0.53% 32
2023
Q3 		$27.7M Buy
54,903
+3,314
+6% +$1.63M 0.56% 31
2023
Q2 		$24.8M Sell
51,589
-5,261
-9% -$2.57M 0.5% 35
2023
Q1 		$26.9M Sell
56,850
-6,609
-10% -$3.19M 0.62% 30
2022
Q4 		$33.6M Buy
63,459
+10,281
+19% +$5.45M 0.94% 17
2022
Q3 		$26.9M Buy
53,178
+3,620
+7% +$1.9M 0.74% 26
2022
Q2 		$25.5M Buy
49,558
+7,700
+18% +$3.87M 0.77% 23
2022
Q1 		$21.3M Buy
41,858
+3,947
+10% +$1.9M 0.51% 33
2021
Q4 		$19M Buy
37,911
+2,151
+6% +$974K 0.44% 38
2021
Q3 		$14M Buy
35,760
+5,681
+19% +$2.35M 0.37% 46
2021
Q2 		$12M Buy
30,079
+10,316
+52% +$4.11M 0.35% 45
2021
Q1 		$7.35M Buy
+19,763
New +$6.85M 0.3% 55
2020
Q4 		– Sell
-17,711
Closed -$5.52M – 380
2020
Q3 		$5.52M Buy
17,711
+981
+6% +$301K 0.3% 54
2020
Q2 		$4.93M Buy
16,730
+877
+6% +$251K 0.32% 53
2020
Q1 		$3.95M Buy
15,853
+2,180
+16% +$600K 0.32% 49
2019
Q4 		$4.02M Buy
+13,673
New +$3.58M 0.35% 43

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IEQ Capital's UNH Position: Q1 2026 in Review

IEQ Capital reduced its UnitedHealth (UNH) stake by 7.8% in Q1 2026, selling an estimated $3.67M and leaving 144,823 shares worth $39.2M. The position accounts for 0.18% of the portfolio, ranked #102.

IEQ Capital first reported a position in UNH in Q4 2019 and has held it in 25 quarters since. The position peaked at $58.7M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • IEQ Capital held 144,823 shares of UnitedHealth worth $39.2M as of Q1 2026.
  • IEQ Capital sold 12,329 UnitedHealth shares in Q1 2026, an estimated $3.67M.
  • UnitedHealth made up 0.18% of IEQ Capital's portfolio in Q1 2026, its #102 holding.
  • IEQ Capital first reported a position in UnitedHealth in Q4 2019 and has held it in 25 quarters since.
  • IEQ Capital's UnitedHealth position peaked at $58.7M in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.