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 Q2	$1.82M	Sell	4,386 -6,386	-59%	-$2.37M	0.42%	92
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Neo Ivy Capital Management's UNH Position: Q2 2026 in Review

Neo Ivy Capital Management reduced its UnitedHealth (UNH) stake by 59% in Q2 2026, selling an estimated $2.37M and leaving 4,386 shares worth $1.82M. The position accounts for 0.42% of the portfolio, ranked #92.

Neo Ivy Capital Management first reported a position in UNH in Q4 2018 and has held it in 10 quarters since. The position peaked at $3.75M in Q3 2025. 3,392 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Neo Ivy Capital Management held 4,386 shares of UnitedHealth worth $1.82M as of Q2 2026.
Neo Ivy Capital Management sold 6,386 UnitedHealth shares in Q2 2026, an estimated $2.37M.
UnitedHealth made up 0.42% of Neo Ivy Capital Management's portfolio in Q2 2026, its #92 holding.
Neo Ivy Capital Management first reported a position in UnitedHealth in Q4 2018 and has held it in 10 quarters since.
Neo Ivy Capital Management's UnitedHealth position peaked at $3.75M in Q3 2025.
3,392 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.