NIM
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NEOS Investment Management’s UnitedHealth UNH Stock Holding History

NEOS Investment 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 		$61.1M Buy
146,956
+14,494
+11% +$5.37M 0.23% 76
2026
Q1 		$35.8M Sell
132,462
-31
-0% -$9.23K 0.18% 101
2025
Q4 		$43.7M Buy
132,493
+14,504
+12% +$4.92M 0.25% 73
2025
Q3 		$40.7M Buy
117,989
+36,236
+44% +$11M 0.31% 65
2025
Q2 		$25.5M Buy
81,753
+15,137
+23% +$5.79M 0.32% 60
2025
Q1 		$34.9M Buy
66,616
+18,259
+38% +$9.33M 0.66% 25
2024
Q4 		$24.5M Buy
48,357
+9,403
+24% +$5.34M 0.58% 27
2024
Q3 		$22.8M Buy
38,954
+4,817
+14% +$2.72M 0.69% 24
2024
Q2 		$17.4M Buy
34,137
+10,956
+47% +$5.37M 0.72% 21
2024
Q1 		$11.5M Buy
23,181
+5,886
+34% +$2.99M 0.71% 23
2023
Q4 		$9.11M Buy
17,295
+3,569
+26% +$1.9M 0.86% 20
2023
Q3 		$6.92M Buy
+13,726
New +$6.76M 0.88% 19

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 $3.38T AUM 44.17% 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

NEOS Investment Management's UNH Position: Q2 2026 in Review

NEOS Investment Management increased its UnitedHealth (UNH) stake by 11% in Q2 2026, buying an estimated $5.37M and bringing the position to 146,956 shares worth $61.1M. The position accounts for 0.23% of the portfolio, ranked #76.

NEOS Investment Management first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • NEOS Investment Management held 146,956 shares of UnitedHealth worth $61.1M as of Q2 2026.
  • NEOS Investment Management bought 14,494 UnitedHealth shares in Q2 2026, an estimated $5.37M.
  • UnitedHealth made up 0.23% of NEOS Investment Management's portfolio in Q2 2026, its #76 holding.
  • NEOS Investment Management first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.