Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $209K | Buy |
+503
| New | +$186K | 0.07% | 161 |
|
|
2025
Q3 | – | Sell |
-1,486
| Closed | -$464K | – | 162 |
|
|
2025
Q2 | $464K | Sell |
1,486
-290
| -16% | -$111K | 0.18% | 102 |
|
|
2025
Q1 | $930K | Sell |
1,776
-919
| -34% | -$470K | 0.39% | 62 |
|
|
2024
Q4 | $1.36M | Sell |
2,695
-33
| -1% | -$18.8K | 0.56% | 50 |
|
|
2024
Q3 | $1.59M | Buy |
2,728
+5
| +0.2% | +$2.83K | 0.66% | 46 |
|
|
2024
Q2 | $1.39M | Buy |
2,723
+98
| +4% | +$48K | 0.62% | 47 |
|
|
2024
Q1 | $1.3M | Buy |
2,625
+7
| +0.3% | +$3.56K | 0.59% | 49 |
|
|
2023
Q4 | $1.38M | Sell |
2,618
-4
| -0.2% | -$2.13K | 0.68% | 44 |
|
|
2023
Q3 | $1.32M | Buy |
2,622
+18
| +0.7% | +$8.86K | 0.7% | 42 |
|
|
2023
Q2 | $1.25M | Buy |
2,604
+250
| +11% | +$122K | 0.65% | 43 |
|
|
2023
Q1 | $1.11M | Buy |
2,354
+4
| +0.2% | +$1.93K | 0.58% | 49 |
|
|
2022
Q4 | $1.25M | Sell |
2,350
-1,248
| -35% | -$661K | 0.66% | 46 |
|
|
2022
Q3 | $1.82M | Buy |
3,598
+1,305
| +57% | +$686K | 0.54% | 55 |
|
|
2022
Q2 | $1.18M | Buy |
2,293
+4
| +0.2% | +$2.01K | 0.58% | 47 |
|
|
2022
Q1 | $1.17M | Buy |
2,289
+32
| +1% | +$15.4K | 0.49% | 52 |
|
|
2021
Q4 | $1.13M | Buy |
2,257
+129
| +6% | +$58.4K | 0.46% | 49 |
|
|
2021
Q3 | $831K | Buy |
2,128
+205
| +11% | +$84.9K | 0.38% | 63 |
|
|
2021
Q2 | $770K | Sell |
1,923
-56
| -3% | -$22.3K | 0.35% | 63 |
|
|
2021
Q1 | $736K | Buy |
1,979
+230
| +13% | +$79.7K | 0.36% | 64 |
|
|
2020
Q4 | $613K | Sell |
1,749
-88
| -5% | -$29.5K | 0.33% | 66 |
|
|
2020
Q3 | $573K | Sell |
1,837
-28
| -2% | -$8.6K | 0.34% | 69 |
|
|
2020
Q2 | $550K | Buy |
1,865
+436
| +31% | +$125K | 0.32% | 71 |
|
|
2020
Q1 | $356K | Sell |
1,429
-123
| -8% | -$33.8K | 0.26% | 80 |
|
|
2019
Q4 | $456K | Buy |
1,552
+92
| +6% | +$24.1K | 0.31% | 73 |
|
|
2019
Q3 | $317K | Buy |
1,460
+361
| +33% | +$87.1K | 0.23% | 94 |
|
|
2019
Q2 | $268K | Sell |
1,099
-193
| -15% | -$46.4K | 0.19% | 116 |
|
|
2019
Q1 | $320K | Hold |
1,292
| – | – | 0.23% | 91 |
|
|
2018
Q4 | $322K | Buy |
+1,292
| New | +$341K | 0.27% | 84 |
|
|
2018
Q3 | – | Sell |
-1,486
| Closed | -$365K | – | 164 |
|
|
2018
Q2 | $365K | Sell |
1,486
-79
| -5% | -$19K | 0.27% | 80 |
|
|
2018
Q1 | $335K | Buy |
+1,565
| New | +$357K | 0.25% | 87 |
|
|
2016
Q4 | – | Sell |
-1,553
| Closed | -$217K | – | 172 |
|
|
2016
Q3 | $217K | Buy |
+1,553
| New | +$218K | 0.12% | 165 |
|
Other funds holding UNH
Investment Partners's UNH Position: Q2 2026 in Review
Investment Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 503 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #161 among its holdings. This is a return to the name: Investment Partners previously reported a position in UNH as recently as Q2 2025.
Investment Partners first reported a position in UNH in Q3 2016 and has held it in 31 quarters since. The position peaked at $1.82M in Q3 2022. 3,384 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Investment Partners held 503 shares of UnitedHealth worth $209K as of Q2 2026.
- UnitedHealth was a new Investment Partners position in Q2 2026.
- UnitedHealth made up 0.07% of Investment Partners's portfolio in Q2 2026, its #161 holding.
- Investment Partners first reported a position in UnitedHealth in Q3 2016 and has held it in 31 quarters since.
- Investment Partners's UnitedHealth position peaked at $1.82M in Q3 2022.
- 3,384 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.