Position in UNH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$39,187,654
-$12,689,792 QoQ
Shares Held
144,823
-7.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026IEQ CAPITAL, LLC holds $172,047,908 across 9 Healthcare Plans names. UNH ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNC |
Centene Corp
|
2,028,726 | $66,420,489 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
144,823 | $39,187,654 | |
| 3 | CI |
Cigna Group
|
87,120 | $23,239,259 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
145,812 | $19,436,739 | |
| 5 | CVS |
CVS HEALTH Corp
|
257,435 | $18,488,981 | |
| 6 | ELV |
Elevance Health, Inc.
|
7,560 | $2,213,190 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
85,149 | $1,500,325 | |
| 8 | PGNY |
Progyny, Inc.
|
87,661 | $1,488,483 |
All Filings in UNH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,187,654 | 144,823 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $51,877,446 | 157,152 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $58,659,908 | 169,881 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,868,336 | 73,303 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $45,595,579 | 87,056 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $27,894,132 | 55,142 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $38,666,057 | 66,132 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $31,871,527 | 62,584 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $29,587,511 | 59,809 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $31,736,137 | 60,281 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $27,681,542 | 54,903 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $24,795,736 | 51,589 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $26,866,741 | 56,850 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $33,644,691 | 63,459 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $26,857,017 | 53,178 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $25,454,475 | 49,558 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $21,346,323 | 41,858 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $19,036,629 | 37,911 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $13,972,861 | 35,760 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $12,044,834 | 30,079 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $7,353,218 | 19,763 | Shares | Other | 2021-05-04 | |
| 2020-09-30 | $5,521,758 | 17,711 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $4,934,513 | 16,730 | 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. | ||||||