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Investment Research Partners’s UnitedHealth UNH Stock Holding History

Investment Research 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 		$678K Buy
1,631
+355
+28% +$132K 0.23% 102
2026
Q1 		$345K Sell
1,276
-233
-15% -$69.4K 0.14% 164
2025
Q4 		$498K Sell
1,509
-49
-3% -$16.6K 0.21% 110
2025
Q3 		$554K Buy
+1,558
New +$471K 0.25% 97

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Investment Research Partners increased its UnitedHealth (UNH) stake by 28% in Q2 2026, buying an estimated $132K and bringing the position to 1,631 shares worth $678K. The position accounts for 0.23% of the portfolio, ranked #102.

Investment Research Partners first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 2,625 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Investment Research Partners held 1,631 shares of UnitedHealth worth $678K as of Q2 2026.
  • Investment Research Partners bought 355 UnitedHealth shares in Q2 2026, an estimated $132K.
  • UnitedHealth made up 0.23% of Investment Research Partners's portfolio in Q2 2026, its #102 holding.
  • Investment Research Partners first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • 2,625 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.