Interchange Capital Partners
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
Q3 		$2.88M Sell
7,850
-238
-3% -$95.8K 0.48% 42
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 		$1.68M 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Interchange Capital Partners's UNH Position: Q3 2026 in Review

Interchange Capital Partners reduced its UnitedHealth (UNH) stake by 2.9% in Q3 2026, selling an estimated $95.8K and leaving 7,850 shares worth $2.88M. The position accounts for 0.48% of the portfolio, ranked #42.

Interchange Capital Partners first reported a position in UNH in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.36M in Q2 2026. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Interchange Capital Partners held 7,850 shares of UnitedHealth worth $2.88M as of Q3 2026.
  • Interchange Capital Partners sold 238 UnitedHealth shares in Q3 2026, an estimated $95.8K.
  • UnitedHealth made up 0.48% of Interchange Capital Partners's portfolio in Q3 2026, its #42 holding.
  • Interchange Capital Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 24 quarters since.
  • Interchange Capital Partners's UnitedHealth position peaked at $3.36M in Q2 2026.
  • 2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.