IC
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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
Q2 		$74.5M Buy
179,199
+34,376
+24% +$12.7M 0.34% 53
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 $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 $3.38T AUM 44.17% 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

IEQ Capital's UNH Position: Q2 2026 in Review

IEQ Capital increased its UnitedHealth (UNH) stake by 24% in Q2 2026, buying an estimated $12.7M and bringing the position to 179,199 shares worth $74.5M. The position accounts for 0.34% of the portfolio, ranked #53.

IEQ Capital first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • IEQ Capital held 179,199 shares of UnitedHealth worth $74.5M as of Q2 2026.
  • IEQ Capital bought 34,376 UnitedHealth shares in Q2 2026, an estimated $12.7M.
  • UnitedHealth made up 0.34% of IEQ Capital's portfolio in Q2 2026, its #53 holding.
  • IEQ Capital first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.