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 Q2	$856K	Sell	2,059 -648	-24%	-$240K	0.02%	107
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Analyst IMS Investment Management Services's UNH Position: Q2 2026 in Review

Analyst IMS Investment Management Services reduced its UnitedHealth (UNH) stake by 24% in Q2 2026, selling an estimated $240K and leaving 2,059 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #107.

Analyst IMS Investment Management Services first reported a position in UNH in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.82M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Analyst IMS Investment Management Services held 2,059 shares of UnitedHealth worth $856K as of Q2 2026.
Analyst IMS Investment Management Services sold 648 UnitedHealth shares in Q2 2026, an estimated $240K.
UnitedHealth made up 0.02% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #107 holding.
Analyst IMS Investment Management Services first reported a position in UnitedHealth in Q4 2022 and has held it in 13 quarters since.
Analyst IMS Investment Management Services's UnitedHealth position peaked at $1.82M in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.