ICP
UNH icon

Interchange Capital Partners’s UnitedHealth UNH Stock Holding History

Interchange 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 		$3.36M Buy
8,088
+3,795
+88% +$1.41M 0.63% 29
2026
Q1 		$2.24M Sell
4,293
-2,599
-38% -$774K 0.71% 32
2025
Q4 		$2.28M Sell
6,892
-1,043
-13% -$353K 0.42% 45
2025
Q3 		$2.75M Buy
7,935
+1,324
+20% +$400K 0.54% 31
2025
Q2 		$2.06M Buy
6,611
+2,190
+50% +$837K 0.48% 41
2025
Q1 		$2.32M Sell
4,421
-72
-2% -$36.8K 0.65% 29
2024
Q4 		$2.27M Sell
4,493
-230
-5% -$131K 0.82% 28
2024
Q3 		$2.76M Sell
4,723
-45
-0.9% -$25.5K 0.97% 22
2024
Q2 		$2.43M Buy
4,768
+3,256
+215% +$1.6M 0.89% 23
2024
Q1 		$755K Buy
1,512
+149
+11% +$75.7K 0.51% 53
2023
Q4 		$718K Sell
1,363
-294
-18% -$157K 0.54% 48
2023
Q3 		$835K Buy
1,657
+176
+12% +$86.6K 0.66% 38
2023
Q2 		$712K Sell
1,481
-2,948
-67% -$1.44M 0.54% 44
2023
Q1 		$2.1M Buy
4,429
+3,333
+304% +$1.61M 1.14% 19
2022
Q4 		$582K Sell
1,096
-163
-13% -$86.3K 0.59% 42
2022
Q3 		$635K Buy
1,259
+57
+5% +$30K 0.7% 36
2022
Q2 		$617K Buy
1,202
+47
+4% +$23.6K 0.69% 36
2022
Q1 		$589K Buy
1,155
+9
+0.8% +$4.34K 0.61% 45
2021
Q4 		$575K Sell
1,146
-1,726
-60% -$781K 0.58% 50
2021
Q3 		$1.12M Sell
2,872
-79
-3% -$32.7K 1.88% 14
2021
Q2 		$1.18M Sell
2,951
-826
-22% -$329K 1.83% 16
2021
Q1 		$1.69M Sell
3,777
-520
-12% -$180K 0.91% 22
2020
Q4 		$1.51M Buy
+4,297
New +$1.44M 0.82% 21

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Interchange Capital Partners increased its UnitedHealth (UNH) stake by 88% in Q2 2026, buying an estimated $1.41M and bringing the position to 8,088 shares worth $3.36M. The position accounts for 0.63% of the portfolio, ranked #29.

Interchange Capital Partners first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. 1,741 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Interchange Capital Partners held 8,088 shares of UnitedHealth worth $3.36M as of Q2 2026.
  • Interchange Capital Partners bought 3,795 UnitedHealth shares in Q2 2026, an estimated $1.41M.
  • UnitedHealth made up 0.63% of Interchange Capital Partners's portfolio in Q2 2026, its #29 holding.
  • Interchange Capital Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • 1,741 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.