IWM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IMG Wealth Management's UNH Position: Q1 2026 in Review

IMG Wealth Management reduced its UnitedHealth (UNH) stake by 28% in Q1 2026, selling an estimated $40.8K and leaving 349 shares worth $94.4K. The position accounts for 0.06% of the portfolio, ranked #143.

IMG Wealth Management first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $183K in Q1 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • IMG Wealth Management held 349 shares of UnitedHealth worth $94.4K as of Q1 2026.
  • IMG Wealth Management sold 137 UnitedHealth shares in Q1 2026, an estimated $40.8K.
  • UnitedHealth made up 0.06% of IMG Wealth Management's portfolio in Q1 2026, its #143 holding.
  • IMG Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's UnitedHealth position peaked at $183K in Q1 2025.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.