IQ EQ Fund Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.16M Buy
19,733
+5,748
+41% +$1.79M 0.55% 54
2025
Q1
$7.32M Sell
13,985
-194
-1% -$102K 0.86% 24
2024
Q4
$7.17M Sell
14,179
-1,121
-7% -$567K 0.85% 26
2024
Q3
$8.95M Sell
15,300
-44
-0.3% -$25.7K 0.93% 19
2024
Q2
$7.81M Buy
15,344
+33
+0.2% +$16.8K 0.89% 20
2024
Q1
$7.57M Sell
15,311
-33
-0.2% -$16.3K 0.86% 26
2023
Q4
$8.08M Buy
15,344
+14,802
+2,731% +$7.79M 0.95% 20
2023
Q3
$273K Sell
542
-41
-7% -$20.7K 0.06% 205
2023
Q2
$280K Buy
+583
New +$280K 0.05% 202