Analyst IMS Investment Management Services’s UnitedHealth UNH Stock Holding History

Analyst IMS Investment Management Services’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	$732K	Buy	2,707 +184	+7%	+$54.8K	0.02%	98
2025 Q4	$833K	Buy	2,523 +1,037	+70%	+$351K	0.02%	92
2025 Q3	$513K	Sell	1,486 -221	-13%	-$66.8K	0.02%	106
2025 Q2	$533K	Sell	1,707 -1,698	-50%	-$649K	0.02%	111
2025 Q1	$1.78M	Buy	3,405 +1,179	+53%	+$603K	0.07%	65
2024 Q4	$1.13M	Sell	2,226 -894	-29%	-$508K	0.04%	78
2024 Q3	$1.82M	Buy	3,120 +1,058	+51%	+$598K	0.07%	58
2024 Q2	$1.05M	Buy	2,062 +938	+83%	+$460K	0.04%	69
2024 Q1	$556K	Buy	1,124 +671	+148%	+$341K	0.02%	87
2023 Q4	$238K	Buy	453 +36	+9%	+$19.2K	0.01%	103
2023 Q3	$213K	Buy	+417	New	+$205K	0.01%	101
2023 Q1	–	Sell	-379	Closed	-$201K	–	104
2022 Q4	$201K	Buy	+379	New	+$201K	0.02%	99

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Analyst IMS Investment Management Services's UNH Position: Q1 2026 in Review

Analyst IMS Investment Management Services increased its UnitedHealth (UNH) stake by 7.3% in Q1 2026, buying an estimated $54.8K and bringing the position to 2,707 shares worth $732K. The position accounts for 0.02% of the portfolio, ranked #98.

Analyst IMS Investment Management Services first reported a position in UNH in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.82M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Analyst IMS Investment Management Services held 2,707 shares of UnitedHealth worth $732K as of Q1 2026.
Analyst IMS Investment Management Services bought 184 UnitedHealth shares in Q1 2026, an estimated $54.8K.
UnitedHealth made up 0.02% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #98 holding.
Analyst IMS Investment Management Services first reported a position in UnitedHealth in Q4 2022 and has held it in 12 quarters since.
Analyst IMS Investment Management Services's UnitedHealth position peaked at $1.82M in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.