NEOS Investment Management LLC

Position in UNH — Unitedhealth Group Inc

CIK 2001019 Westport, CT

Position in UNH

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

Position Value

$61,079,322

+$25,236,430 QoQ

Shares Held

146,956

+10.9% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#335

of 3,349 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

NEOS Investment Management LLC holds $120,496,454 across 6 Healthcare Plans names. UNH ranks #1 (50.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	146,956	$61,079,322
2	CVS	CVS HEALTH Corp	206,750	$21,388,287
3	ELV	Elevance Health, Inc.	35,545	$13,746,317
4	CI	Cigna Group	42,905	$11,828,050
5	HUM	Humana Inc	19,136	$7,601,201
6	CNC	Centene Corp	75,608	$4,853,277

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,079,322	146,956	+10.9%	Shares	Sole	2026-08-11
2026-03-31	$35,842,892	132,462	-0.0%	Shares	Sole	2026-05-15
2025-12-31	$43,737,263	132,493	+12.3%	Shares	Sole	2026-02-17
2025-09-30	$40,741,601	117,989	+44.3%	Shares	Other	2025-11-07
2025-06-30	$25,504,483	81,753	+22.7%	Shares	Other	2025-08-13
2025-03-31	$34,890,130	66,616	+37.8%	Shares	Sole	2025-05-15
2024-12-31	$24,461,872	48,357	+24.1%	Shares	Sole	2025-02-12
2024-09-30	$22,775,624	38,954	+14.1%	Shares	Sole	2024-11-13
2024-06-30	$17,384,608	34,137	+47.3%	Shares	Sole	2024-08-14
2024-03-31	$11,467,640	23,181	+34.0%	Shares	Sole	2024-05-13
2023-12-31	$9,105,297	17,295	+26.0%	Shares	Sole	2024-02-13
2023-09-30	$6,920,511	13,726	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.