Iyo Bank’s UnitedHealth UNH Stock Holding History

Iyo Bank’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	–	Sell	-22,951	Closed	-$7.58M	–	41
2025 Q4	$7.58M	Buy	+22,951	New	+$7.78M	2.42%	17
2025 Q2	–	Sell	-22,410	Closed	-$11.7M	–	51
2025 Q1	$11.7M	Hold	22,410	–	–	3.78%	9
2024 Q4	$11.3M	Hold	22,410	–	–	3.88%	11
2024 Q3	$13.1M	Buy	22,410 +1,020	+5%	+$577K	4.65%	7
2024 Q2	$10.9M	Buy	21,390 +5,260	+33%	+$2.58M	3.87%	10
2024 Q1	$7.98M	Buy	16,130 +11,990	+290%	+$6.1M	3.18%	11
2023 Q4	$2.18M	Buy	4,140 +990	+31%	+$528K	1.03%	25
2023 Q3	$1.59M	Buy	+3,150	New	+$1.55M	0.86%	26

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

Iyo Bank's UNH Position: Q1 2026 in Review

Iyo Bank sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 22,951 shares — an estimated $7.58M sold.

Iyo Bank first reported a position in UNH in Q3 2023 and held it in 8 quarters. The position peaked at $13.1M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Iyo Bank reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Iyo Bank sold 22,951 UnitedHealth shares in Q1 2026, an estimated $7.58M.
Iyo Bank first reported a position in UnitedHealth in Q3 2023 and held it in 8 quarters.
Iyo Bank's UnitedHealth position peaked at $13.1M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Iyo Bank's 13F filing for Q1 2026, filed 13 May 2026.