Impact Partnership Wealth’s UnitedHealth UNH Stock Holding History

Impact Partnership Wealth’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 Q1	$663K	Sell	2,451 -74	-3%	-$22K	0.08%	158
2025 Q4	$834K	Buy	2,525 +347	+16%	+$118K	0.11%	132
2025 Q3	$752K	Sell	2,178 -2,443	-53%	-$739K	0.11%	118
2025 Q2	$1.44M	Buy	4,621 +2,926	+173%	+$1.12M	0.27%	37
2025 Q1	$888K	Buy	+1,695	New	+$866K	0.19%	54
2024 Q2	–	Sell	-3	Closed	-$1.48K	–	649
2024 Q1	$1.48K	Sell	3 -17	-85%	-$8.64K	﹤0.01%	597
2023 Q4	$10.5K	Sell	20 -780	-98%	-$416K	﹤0.01%	493
2023 Q3	$403K	Buy	800 +754	+1,639%	+$371K	0.13%	86
2023 Q2	$22.1K	Buy	+46	New	+$22.5K	0.01%	328

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Impact Partnership Wealth's UNH Position: Q1 2026 in Review

Impact Partnership Wealth reduced its UnitedHealth (UNH) stake by 2.9% in Q1 2026, selling an estimated $22K and leaving 2,451 shares worth $663K. The position accounts for 0.08% of the portfolio, ranked #158.

Impact Partnership Wealth first reported a position in UNH in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.44M in Q2 2025. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Impact Partnership Wealth held 2,451 shares of UnitedHealth worth $663K as of Q1 2026.
Impact Partnership Wealth sold 74 UnitedHealth shares in Q1 2026, an estimated $22K.
UnitedHealth made up 0.08% of Impact Partnership Wealth's portfolio in Q1 2026, its #158 holding.
Impact Partnership Wealth first reported a position in UnitedHealth in Q2 2023 and has held it in 9 quarters since.
Impact Partnership Wealth's UnitedHealth position peaked at $1.44M in Q2 2025.
3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.