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IMG Wealth Management’s UnitedHealth UNH Stock Holding History

IMG Wealth Management’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 		$179K Buy
431
+82
+23% +$30.4K 0.1% 115
2026
Q1 		$94.4K Sell
349
-137
-28% -$40.8K 0.06% 143
2025
Q4 		$160K Buy
486
+53
+12% +$18K 0.1% 104
2025
Q3 		$150K Hold
433
– – 0.1% 102
2025
Q2 		$135K Buy
433
+84
+24% +$32.1K 0.1% 102
2025
Q1 		$183K Hold
349
– – 0.16% 74
2024
Q4 		$177K Buy
+349
New +$198K 0.16% 74

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

IMG Wealth Management's UNH Position: Q2 2026 in Review

IMG Wealth Management increased its UnitedHealth (UNH) stake by 23% in Q2 2026, buying an estimated $30.4K and bringing the position to 431 shares worth $179K. The position accounts for 0.1% of the portfolio, ranked #115.

IMG Wealth Management first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $183K in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • IMG Wealth Management held 431 shares of UnitedHealth worth $179K as of Q2 2026.
  • IMG Wealth Management bought 82 UnitedHealth shares in Q2 2026, an estimated $30.4K.
  • UnitedHealth made up 0.1% of IMG Wealth Management's portfolio in Q2 2026, its #115 holding.
  • IMG Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's UnitedHealth position peaked at $183K in Q1 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.