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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IQ EQ Fund Management's UNH Position: Q1 2026 in Review

IQ EQ Fund Management increased its UnitedHealth (UNH) stake by 8.5% in Q1 2026, buying an estimated $670K and bringing the position to 28,839 shares worth $7.8M. The position accounts for 0.59% of the portfolio, ranked #58.

IQ EQ Fund Management first reported a position in UNH in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.95M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

IQ EQ Fund Management held 28,839 shares of UnitedHealth worth $7.8M as of Q1 2026.
IQ EQ Fund Management bought 2,250 UnitedHealth shares in Q1 2026, an estimated $670K.
UnitedHealth made up 0.59% of IQ EQ Fund Management's portfolio in Q1 2026, its #58 holding.
IQ EQ Fund Management first reported a position in UnitedHealth in Q2 2023 and has held it in 12 quarters since.
IQ EQ Fund Management's UnitedHealth position peaked at $8.95M in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.