Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,822,953
-$1,091,842 QoQ
Shares Held
4,386
-59.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,456
of 3,349 holders
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Neo Ivy Capital Management holds $6,046,818 across 2 Healthcare Plans names. UNH ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
10,922 | $4,223,865 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
4,386 | $1,822,953 |
All Filings in UNH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,822,953 | 4,386 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,914,795 | 10,772 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,697,989 | 8,173 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,748,576 | 10,856 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $557,270 | 1,064 | Shares | Sole | 2025-05-06 | |
| 2023-06-30 | $2,752,625 | 5,727 | Shares | Sole | 2023-08-16 | |
| 2022-03-31 | $505,890 | 992 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $82,350 | 164 | Shares | Sole | 2022-02-15 | |
| 2020-09-30 | $302,105 | 969 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||