NIM
UNH icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

NEOS Investment Management's UNH Position: Q1 2026 in Review

NEOS Investment Management reduced its UnitedHealth (UNH) stake by 0.02% in Q1 2026, selling an estimated $9.23K and leaving 132,462 shares worth $35.8M. The position accounts for 0.18% of the portfolio, ranked #101.

NEOS Investment Management first reported a position in UNH in Q3 2023 and has held it in 11 quarters since. The position peaked at $43.7M in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • NEOS Investment Management held 132,462 shares of UnitedHealth worth $35.8M as of Q1 2026.
  • NEOS Investment Management sold 31 UnitedHealth shares in Q1 2026, an estimated $9.23K.
  • UnitedHealth made up 0.18% of NEOS Investment Management's portfolio in Q1 2026, its #101 holding.
  • NEOS Investment Management first reported a position in UnitedHealth in Q3 2023 and has held it in 11 quarters since.
  • NEOS Investment Management's UnitedHealth position peaked at $43.7M in Q4 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.