Interchange Capital Partners, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1845998 PITTSBURGH, PA

Position in UNH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,361,615

+$2,199,973 QoQ

Shares Held

8,088

+88.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#1,152

of 3,349 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Interchange Capital Partners, LLC holds $4,500,338 across 4 Healthcare Plans names. UNH ranks #1 (74.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	8,088	$3,361,615
2	CVS	CVS HEALTH Corp	4,886	$505,456
3	CNC	Centene Corp	6,088	$390,788
4	ELV	Elevance Health, Inc.	627	$242,479

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,361,615	8,088	+88.4%	Shares	Sole	2026-07-20
2026-03-31	$1,161,642	4,293	-37.7%	Shares	Sole	2026-04-24
2025-12-31	$2,275,118	6,892	-13.1%	Shares	Sole	2026-01-30
2025-09-30	$2,739,955	7,935	+20.0%	Shares	Sole	2025-11-12
2025-06-30	$2,062,433	6,611	+49.5%	Shares	Sole	2025-07-31
2025-03-31	$2,315,498	4,421	-1.6%	Shares	Sole	2025-04-30
2024-12-31	$2,272,828	4,493	-4.9%	Shares	Sole	2025-02-11
2024-09-30	$2,761,443	4,723	-0.9%	Shares	Sole	2024-10-28
2024-06-30	$2,428,151	4,768	+215.3%	Shares	Sole	2024-07-31
2024-03-31	$747,986	1,512	+10.9%	Shares	Sole	2024-05-08
2023-12-31	$717,578	1,363	-17.7%	Shares	Sole	2024-01-09
2023-09-30	$835,442	1,657	+11.9%	Shares	Sole	2023-11-13
2023-06-30	$711,827	1,481	-66.6%	Shares	Sole	2023-08-08
2023-03-31	$2,093,101	4,429	+304.1%	Shares	Sole	2023-05-15
2022-12-31	$581,077	1,096	-12.9%	Shares	Sole	2023-02-14
2022-09-30	$635,845	1,259	+4.7%	Shares	Sole	2022-11-07
2022-06-30	$617,383	1,202	+4.1%	Shares	Sole	2022-08-05
2022-03-31	$589,015	1,155	+0.8%	Shares	Sole	2022-05-13
2021-12-31	$575,452	1,146	-60.1%	Shares	Sole	2022-02-04
2021-09-30	$1,122,205	2,872	-2.7%	Shares	Sole	2021-11-12
2021-06-30	$1,181,698	2,951	-21.9%	Shares	Sole	2021-08-16
2021-03-31	$1,405,308	3,777	-12.1%	Shares	Sole	2021-05-05
2020-12-31	$1,506,871	4,297	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.