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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
Q2 		$78M Sell
194,489
-9,061
-4% -$3.36M 3.28% 9
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Intermede Investment Partners's UNH Position: Q2 2026 in Review

Intermede Investment Partners reduced its UnitedHealth (UNH) stake by 4.5% in Q2 2026, selling an estimated $3.36M and leaving 194,489 shares worth $78M. The position accounts for 3.28% of the portfolio, ranked #9.

Intermede Investment Partners first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Intermede Investment Partners held 194,489 shares of UnitedHealth worth $78M as of Q2 2026.
  • Intermede Investment Partners sold 9,061 UnitedHealth shares in Q2 2026, an estimated $3.36M.
  • UnitedHealth made up 3.28% of Intermede Investment Partners's portfolio in Q2 2026, its #9 holding.
  • Intermede Investment Partners first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Intermede Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.