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IQ EQ Fund Management’s UnitedHealth UNH Stock Holding History

IQ EQ Fund 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
Q2 		$12M Hold
28,839
– – 0.76% 39
2026
Q1 		$7.8M Buy
28,839
+2,250
+8% +$670K 0.59% 58
2025
Q4 		$8.78M Buy
26,589
+4,770
+22% +$1.62M 0.61% 55
2025
Q3 		$7.53M Buy
21,819
+2,086
+11% +$631K 0.51% 60
2025
Q2 		$6.16M Buy
19,733
+5,748
+41% +$2.2M 0.55% 54
2025
Q1 		$7.32M Sell
13,985
-194
-1% -$99.2K 0.86% 24
2024
Q4 		$7.17M Sell
14,179
-1,121
-7% -$637K 0.85% 26
2024
Q3 		$8.95M Sell
15,300
-44
-0.3% -$24.9K 0.93% 19
2024
Q2 		$7.81M Buy
15,344
+33
+0.2% +$16.2K 0.89% 20
2024
Q1 		$7.57M Sell
15,311
-33
-0.2% -$16.8K 0.86% 26
2023
Q4 		$8.08M Buy
15,344
+14,802
+2,731% +$7.89M 0.95% 20
2023
Q3 		$273K Sell
542
-41
-7% -$20.2K 0.06% 205
2023
Q2 		$280K Buy
+583
New +$285K 0.05% 202

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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

IQ EQ Fund Management's UNH Position: Q2 2026 in Review

IQ EQ Fund Management held its UnitedHealth (UNH) position steady in Q2 2026 at 28,839 shares worth $12M. The position accounts for 0.76% of the portfolio, ranked #39.

IQ EQ Fund Management first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. 3,379 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • IQ EQ Fund Management held 28,839 shares of UnitedHealth worth $12M as of Q2 2026.
  • IQ EQ Fund Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.76% of IQ EQ Fund Management's portfolio in Q2 2026, its #39 holding.
  • IQ EQ Fund Management first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
  • 3,379 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on IQ EQ Fund Management's 13F filing for Q2 2026, filed 31 Jul 2026.