Neo Ivy Capital Management’s UnitedHealth UNH Stock Holding History

Neo Ivy Capital 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	$2.91M	Buy	10,772 +2,599	+32%	+$774K	0.77%	31
2025 Q4	$2.7M	Sell	8,173 -2,683	-25%	-$909K	0.43%	95
2025 Q3	$3.75M	Buy	+10,856	New	+$3.28M	0.91%	13
2025 Q2	–	Sell	-1,064	Closed	-$557K	–	483
2025 Q1	$557K	Buy	+1,064	New	+$544K	0.18%	182
2023 Q3	–	Sell	-5,727	Closed	-$2.75M	–	460
2023 Q2	$2.75M	Buy	+5,727	New	+$2.8M	1.45%	13
2022 Q2	–	Sell	-992	Closed	-$506K	–	620
2022 Q1	$506K	Buy	992 +828	+505%	+$399K	0.46%	69
2021 Q4	$82K	Buy	+164	New	+$74.2K	0.12%	239
2020 Q4	–	Sell	-969	Closed	-$302K	–	584
2020 Q3	$302K	Buy	+969	New	+$298K	0.31%	119
2019 Q1	–	Sell	-956	Closed	-$238K	–	400
2018 Q4	$238K	Buy	+956	New	+$253K	0.19%	204

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

Neo Ivy Capital Management's UNH Position: Q1 2026 in Review

Neo Ivy Capital Management increased its UnitedHealth (UNH) stake by 32% in Q1 2026, buying an estimated $774K and bringing the position to 10,772 shares worth $2.91M. The position accounts for 0.77% of the portfolio, ranked #31.

Neo Ivy Capital Management first reported a position in UNH in Q4 2018 and has held it in 9 quarters since. The position peaked at $3.75M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Neo Ivy Capital Management held 10,772 shares of UnitedHealth worth $2.91M as of Q1 2026.
Neo Ivy Capital Management bought 2,599 UnitedHealth shares in Q1 2026, an estimated $774K.
UnitedHealth made up 0.77% of Neo Ivy Capital Management's portfolio in Q1 2026, its #31 holding.
Neo Ivy Capital Management first reported a position in UnitedHealth in Q4 2018 and has held it in 9 quarters since.
Neo Ivy Capital Management's UnitedHealth position peaked at $3.75M in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.