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Intermede Investment Partners’s UnitedHealth UNH Stock Holding History

Intermede Investment 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
Q1 		$55.1M Buy
203,550
+38,590
+23% +$11.5M 2.55% 19
2025
Q4 		$54.5M Sell
164,960
-56,142
-25% -$19M 2.24% 23
2025
Q3 		$76.3M Buy
+221,102
New +$66.9M 3.14% 15

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Intermede Investment Partners's UNH Position: Q1 2026 in Review

Intermede Investment Partners increased its UnitedHealth (UNH) stake by 23% in Q1 2026, buying an estimated $11.5M and bringing the position to 203,550 shares worth $55.1M. The position accounts for 2.55% of the portfolio, ranked #19.

Intermede Investment Partners first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. The position peaked at $76.3M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Intermede Investment Partners held 203,550 shares of UnitedHealth worth $55.1M as of Q1 2026.
  • Intermede Investment Partners bought 38,590 UnitedHealth shares in Q1 2026, an estimated $11.5M.
  • UnitedHealth made up 2.55% of Intermede Investment Partners's portfolio in Q1 2026, its #19 holding.
  • Intermede Investment Partners first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • Intermede Investment Partners's UnitedHealth position peaked at $76.3M in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Intermede Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.