NIM
UNH icon

NEOS Investment Management’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$25.5M Buy
81,753
+15,137
+23% +$4.72M 0.32% 60
2025
Q1
$34.9M Buy
66,616
+18,259
+38% +$9.56M 0.66% 25
2024
Q4
$24.5M Buy
48,357
+9,403
+24% +$4.76M 0.58% 27
2024
Q3
$22.8M Buy
38,954
+4,817
+14% +$2.82M 0.69% 24
2024
Q2
$17.4M Buy
34,137
+10,956
+47% +$5.58M 0.72% 21
2024
Q1
$11.5M Buy
23,181
+5,886
+34% +$2.91M 0.71% 23
2023
Q4
$9.11M Buy
17,295
+3,569
+26% +$1.88M 0.86% 20
2023
Q3
$6.92M Buy
+13,726
New +$6.92M 0.88% 19