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 Q2	$418K	Sell	1,005 -1,446	-59%	-$536K	0.04%	286
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Impact Partnership Wealth's UNH Position: Q2 2026 in Review

Impact Partnership Wealth reduced its UnitedHealth (UNH) stake by 59% in Q2 2026, selling an estimated $536K and leaving 1,005 shares worth $418K. The position accounts for 0.04% of the portfolio, ranked #286.

Impact Partnership Wealth first reported a position in UNH in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.44M in Q2 2025. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Impact Partnership Wealth held 1,005 shares of UnitedHealth worth $418K as of Q2 2026.
Impact Partnership Wealth sold 1,446 UnitedHealth shares in Q2 2026, an estimated $536K.
UnitedHealth made up 0.04% of Impact Partnership Wealth's portfolio in Q2 2026, its #286 holding.
Impact Partnership Wealth first reported a position in UnitedHealth in Q2 2023 and has held it in 10 quarters since.
Impact Partnership Wealth's UnitedHealth position peaked at $1.44M in Q2 2025.
3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.