How many shares of UNH does IEQ CAPITAL, LLC own?

As of 2026-Q2, IEQ CAPITAL, LLC holds 179,199 shares of UNH (UNITEDHEALTH GROUP INC).

What is IEQ CAPITAL, LLC's UNH position worth?

As of 2026-Q2, IEQ CAPITAL, LLC's UNH position is worth $74.5M.

In 2026-Q2, IEQ CAPITAL, LLC increased their UNH position (+23.7% change in shares).

Based on available 13F filings, IEQ CAPITAL, LLC first reported a position in UNH in 2019-Q4. They have held the position across 27 quarters.

Position history for IEQ CAPITAL, LLC's holdings in UNITEDHEALTH GROUP INC

Current Value

$74.5M

Current Shares

179,199

Total Value Change

+$70.5M

Total Shares Change

+165,526

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	179,199	+23.7%	$74.5M	0.3%	$415.63	43
2026-Q1	Decreased	144,823	-7.8%	$39.2M	0.2%	$289.21	0
2025-Q4	Decreased	157,152	-7.5%	$51.9M	0.2%	$332.16	0
2025-Q3	Increased	169,881	+131.8%	$58.7M	0.2%	$342.87	57
2025-Q2	Decreased	73,303	-15.8%	$22.9M	0.1%	$305.12	0
2025-Q1	Increased	87,056	+57.9%	$45.6M	0.4%	$505.79	50
2024-Q4	Decreased	55,142	-16.6%	$27.9M	0.3%	$495.60	0
2024-Q3	Increased	66,132	+5.7%	$38.7M	0.5%	$565.70	37
2024-Q2	Increased	62,584	+4.6%	$31.9M	0.4%	$493.37	36
2024-Q1	Decreased	59,809	-0.8%	$29.6M	0.4%	$477.24	0
2023-Q4	Increased	60,281	+9.8%	$31.7M	0.5%	$505.90	45
2023-Q3	Increased	54,903	+6.4%	$27.7M	0.6%	$482.84	43
2023-Q2	Decreased	51,589	-9.3%	$24.8M	0.5%	$454.49	0
2023-Q1	Decreased	56,850	-10.4%	$26.9M	0.6%	$446.58	0
2022-Q4	Increased	63,459	+19.3%	$33.6M	0.9%	$501.90	48
2022-Q3	Increased	53,178	+7.3%	$26.9M	0.7%	$480.21	43
2022-Q2	Increased	49,558	+18.4%	$25.5M	0.8%	$485.18	47
2022-Q1	Increased	41,858	+10.4%	$21.3M	0.5%	$488.25	44
2021-Q4	Increased	37,911	+6.0%	$19M	0.4%	$471.49	36
2021-Q3	Increased	35,760	+18.9%	$14M	0.4%	$373.05	40
2021-Q2	Increased	30,079	+52.2%	$12M	0.4%	$369.60	47
2021-Q1	New	19,763	-	$7.4M	0.3%	$345.55	45
2020-Q4	Exited	0	-100.0%	$0	0.0%	$317.99	0
2020-Q3	Increased	17,711	+5.9%	$5.5M	0.3%	$279.34	34
2020-Q2	Increased	16,730	+5.5%	$4.9M	0.3%	$265.03	34
2020-Q1	Increased	15,853	+15.9%	$4M	0.3%	$228.85	37
2019-Q4	New	13,673	-	$4M	0.4%	$266.47	44