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Impact Capital Partners’s UnitedHealth UNH Stock Holding History

Impact Capital Partners’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.92M Buy
7,014
+423
+6% +$157K 0.8% 27
2026
Q1 		$1.78M Sell
6,591
-238
-3% -$70.9K 0.54% 45
2025
Q4 		$2.25M Buy
6,829
+320
+5% +$108K 0.67% 37
2025
Q3 		$2.25M Buy
6,509
+200
+3% +$60.5K 0.68% 38
2025
Q2 		$1.97M Sell
6,309
-209
-3% -$79.9K 0.65% 40
2025
Q1 		$3.41M Buy
6,518
+219
+3% +$112K 1.24% 18
2024
Q4 		$3.19M Buy
+6,299
New +$3.58M 1.13% 17

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Impact Capital Partners's UNH Position: Q2 2026 in Review

Impact Capital Partners increased its UnitedHealth (UNH) stake by 6.4% in Q2 2026, buying an estimated $157K and bringing the position to 7,014 shares worth $2.92M. The position accounts for 0.8% of the portfolio, ranked #27.

Impact Capital Partners first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.41M in Q1 2025. 940 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Impact Capital Partners held 7,014 shares of UnitedHealth worth $2.92M as of Q2 2026.
  • Impact Capital Partners bought 423 UnitedHealth shares in Q2 2026, an estimated $157K.
  • UnitedHealth made up 0.8% of Impact Capital Partners's portfolio in Q2 2026, its #27 holding.
  • Impact Capital Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Impact Capital Partners's UnitedHealth position peaked at $3.41M in Q1 2025.
  • 940 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.