CIM Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $626K | Sell |
2,314
-11
| -0.5% | -$3.28K | 0.17% | 106 |
|
|
2025
Q4 | $768K | Hold |
2,325
| – | – | 0.2% | 88 |
|
|
2025
Q3 | $803K | Sell |
2,325
-25
| -1% | -$7.56K | 0.22% | 78 |
|
|
2025
Q2 | $733K | Sell |
2,350
-11
| -0.5% | -$4.2K | 0.14% | 140 |
|
|
2025
Q1 | $1.24M | Sell |
2,361
-308
| -12% | -$157K | 0.28% | 45 |
|
|
2024
Q4 | $1.35M | Sell |
2,669
-34
| -1% | -$19.3K | 0.4% | 40 |
|
|
2024
Q3 | $1.58M | Sell |
2,703
-103
| -4% | -$58.3K | 0.47% | 34 |
|
|
2024
Q2 | $1.43M | Sell |
2,806
-33
| -1% | -$16.2K | 0.44% | 34 |
|
|
2024
Q1 | $1.4M | Hold |
2,839
| – | – | 0.42% | 36 |
|
|
2023
Q4 | $1.49M | Hold |
2,839
| – | – | 0.48% | 26 |
|
|
2023
Q3 | $1.43M | Sell |
2,839
-60
| -2% | -$29.5K | 0.52% | 25 |
|
|
2023
Q2 | $1.39M | Buy |
2,899
+155
| +6% | +$75.8K | 0.47% | 29 |
|
|
2023
Q1 | $1.3M | Buy |
2,744
+212
| +8% | +$102K | 0.48% | 28 |
|
|
2022
Q4 | $1.34M | Sell |
2,532
-68
| -3% | -$36K | 0.53% | 26 |
|
|
2022
Q3 | $1.31M | Hold |
2,600
| – | – | 0.58% | 25 |
|
|
2022
Q2 | $1.33M | Buy |
2,600
+179
| +7% | +$89.9K | 0.55% | 26 |
|
|
2022
Q1 | $1.24M | Sell |
2,421
-1,212
| -33% | -$585K | 0.42% | 40 |
|
|
2021
Q4 | $1.82M | Sell |
3,633
-74
| -2% | -$33.5K | 0.55% | 22 |
|
|
2021
Q3 | $1.45M | Sell |
3,707
-22
| -0.6% | -$9.11K | 0.46% | 26 |
|
|
2021
Q2 | $1.49M | Sell |
3,729
-1,893
| -34% | -$755K | 0.46% | 28 |
|
|
2021
Q1 | $2.09M | Sell |
5,622
-223
| -4% | -$77.3K | 0.66% | 15 |
|
|
2020
Q4 | $2.05M | Sell |
5,845
-99
| -2% | -$33.2K | 0.67% | 16 |
|
|
2020
Q3 | $1.85M | Buy |
5,944
+1,543
| +35% | +$474K | 0.7% | 16 |
|
|
2020
Q2 | $1.3M | Hold |
4,401
| – | – | 0.52% | 25 |
|
|
2020
Q1 | $1.1M | Buy |
4,401
+163
| +4% | +$44.9K | 0.54% | 26 |
|
|
2019
Q4 | $1.25M | Sell |
4,238
-2,117
| -33% | -$554K | 0.49% | 28 |
|
|
2019
Q3 | $1.38M | Sell |
6,355
-702
| -10% | -$169K | 0.52% | 21 |
|
|
2019
Q2 | $1.72M | Buy |
7,057
+278
| +4% | +$66.9K | 0.63% | 17 |
|
|
2019
Q1 | $1.68M | Sell |
6,779
-725
| -10% | -$185K | 0.64% | 15 |
|
|
2018
Q4 | $1.87M | Buy |
7,504
+2,265
| +43% | +$598K | 0.81% | 12 |
|
|
2018
Q3 | $1.39M | Sell |
5,239
-2
| -0% | -$520 | 0.5% | 21 |
|
|
2018
Q2 | $1.29M | Sell |
5,241
-150
| -3% | -$36K | 0.44% | 27 |
|
|
2018
Q1 | $1.15M | Buy |
5,391
+2,267
| +73% | +$518K | 0.39% | 40 |
|
|
2017
Q4 | $689K | Sell |
3,124
-50
| -2% | -$10.6K | 0.24% | 109 |
|
|
2017
Q3 | $622K | Sell |
3,174
-167
| -5% | -$32.3K | 0.23% | 111 |
|
|
2017
Q2 | $619K | Buy |
+3,341
| New | +$586K | 0.22% | 117 |
|
|
2016
Q2 | – | Sell |
-9,186
| Closed | -$1.18M | – | 311 |
|
|
2016
Q1 | $1.18M | Sell |
9,186
-1,197
| -12% | -$142K | 0.52% | 39 |
|
|
2015
Q4 | $1.22M | Buy |
+10,383
| New | +$1.21M | 0.56% | 46 |
|
|
2013
Q3 | – | Sell |
-14,380
| Closed | -$942K | – | 141 |
|
|
2013
Q2 | $942K | Buy |
+14,380
| New | +$895K | 0.56% | 63 |
|
Other funds holding UNH
VCM
VPM
CIM Investment Management's UNH Position: Q1 2026 in Review
CIM Investment Management reduced its UnitedHealth (UNH) stake by 0.47% in Q1 2026, selling an estimated $3.28K and leaving 2,314 shares worth $626K. The position accounts for 0.17% of the portfolio, ranked #106.
CIM Investment Management first reported a position in UNH in Q2 2013 and has held it in 39 quarters since. The position peaked at $2.09M in Q1 2021. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- CIM Investment Management held 2,314 shares of UnitedHealth worth $626K as of Q1 2026.
- CIM Investment Management sold 11 UnitedHealth shares in Q1 2026, an estimated $3.28K.
- UnitedHealth made up 0.17% of CIM Investment Management's portfolio in Q1 2026, its #106 holding.
- CIM Investment Management first reported a position in UnitedHealth in Q2 2013 and has held it in 39 quarters since.
- CIM Investment Management's UnitedHealth position peaked at $2.09M in Q1 2021.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.