IEQ CAPITAL, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1779789 Foster City, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$74,480,479

+$35,292,825 QoQ

Shares Held

179,199

+23.7% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#300

of 3,364 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

IEQ CAPITAL, LLC holds $257,032,581 across 11 Healthcare Plans names. UNH ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	1,474,796	$94,667,155
2	UNH	Unitedhealth Group Inc This page	179,199	$74,480,479
3	MOH	Molina Healthcare, Inc.	167,323	$38,266,770
4	CVS	CVS HEALTH Corp	193,784	$20,046,954
5	CI	Cigna Group	39,713	$10,948,079
6	ELV	Elevance Health, Inc.	20,105	$7,775,206
7	PGNY	Progyny, Inc.	129,578	$3,735,732
8	HUM	Humana Inc	8,818	$3,502,685

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,480,479	179,199	+23.7%	Shares	Sole	2026-08-11
2026-03-31	$39,187,654	144,823	-7.8%	Shares	Sole	2026-05-15
2025-12-31	$51,877,446	157,152	-7.5%	Shares	Sole	2026-02-13
2025-09-30	$58,659,908	169,881	+131.8%	Shares	Sole	2025-11-14
2025-06-30	$22,868,336	73,303	-15.8%	Shares	Other	2025-08-14
2025-03-31	$45,595,579	87,056	+57.9%	Shares	Sole	2025-05-14
2024-12-31	$27,894,132	55,142	-16.6%	Shares	Other	2025-02-03
2024-09-30	$38,666,057	66,132	+5.7%	Shares	Sole	2024-11-14
2024-06-30	$31,871,527	62,584	+4.6%	Shares	Sole	2024-08-12
2024-03-31	$29,587,511	59,809	-0.8%	Shares	Sole	2024-05-09
2023-12-31	$31,736,137	60,281	+9.8%	Shares	Sole	2024-02-07
2023-09-30	$27,681,542	54,903	+6.4%	Shares	Other	2023-11-06
2023-06-30	$24,795,736	51,589	-9.3%	Shares	Sole	2023-08-08
2023-03-31	$26,866,741	56,850	-10.4%	Shares	Sole	2023-05-02
2022-12-31	$33,644,691	63,459	+19.3%	Shares	Sole	2023-02-06
2022-09-30	$26,857,017	53,178	+7.3%	Shares	Sole	2022-11-04
2022-06-30	$25,454,475	49,558	+18.4%	Shares	Sole	2022-07-27
2022-03-31	$21,346,323	41,858	+10.4%	Shares	Sole	2022-04-26
2021-12-31	$19,036,629	37,911	+6.0%	Shares	Other	2022-01-31
2021-09-30	$13,972,861	35,760	+18.9%	Shares	Other	2021-11-09
2021-06-30	$12,044,834	30,079	+52.2%	Shares	Other	2021-07-29
2021-03-31	$7,353,218	19,763	+11.6%	Shares	Other	2021-05-04
2020-09-30	$5,521,758	17,711	+5.9%	Shares	Other	2020-11-03
2020-06-30	$4,934,513	16,730	+5.5%	Shares	Other	2020-07-31
2020-03-31	$3,953,420	15,853	—	Shares	Other	2020-05-07
No filing history on record for this holder in this stock.