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 Q3	$2.56M	Buy	6,983 +5,978	+595%	+$2.41M	0.23%	59
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Impact Partnership Wealth's UNH Position: Q3 2026 in Review

Impact Partnership Wealth increased its UnitedHealth (UNH) stake by 595% in Q3 2026, buying an estimated $2.41M and bringing the position to 6,983 shares worth $2.56M. The position accounts for 0.23% of the portfolio, ranked #59.

Impact Partnership Wealth first reported a position in UNH in Q2 2023 and has held it in 11 quarters since. 2,629 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Impact Partnership Wealth held 6,983 shares of UnitedHealth worth $2.56M as of Q3 2026.
Impact Partnership Wealth bought 5,978 UnitedHealth shares in Q3 2026, an estimated $2.41M.
UnitedHealth made up 0.23% of Impact Partnership Wealth's portfolio in Q3 2026, its #59 holding.
Impact Partnership Wealth first reported a position in UnitedHealth in Q2 2023 and has held it in 11 quarters since.
2,629 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.