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IMS Capital Management’s UnitedHealth UNH Stock Holding History

IMS Capital 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
2025
Q3 		$2.51M Buy
7,273
+511
+8% +$155K 1.16% 21
2025
Q2 		$2.11M Buy
6,762
+3,145
+87% +$1.2M 0.99% 29
2025
Q1 		$1.89M Hold
3,617
– – 0.96% 36
2024
Q4 		$1.83M Sell
3,617
-9
-0.2% -$5.11K 0.85% 36
2024
Q3 		$2.12M Buy
3,626
+25
+0.7% +$14.1K 0.95% 32
2024
Q2 		$2.09M Sell
3,601
-131
-4% -$64.2K 0.97% 32
2024
Q1 		$1.85M Buy
3,732
+88
+2% +$44.7K 0.86% 34
2023
Q4 		$1.92M Buy
3,644
+130
+4% +$69.3K 0.94% 29
2023
Q3 		$1.77M Hold
3,514
– – 1.06% 27
2023
Q2 		$1.69M Buy
3,514
+60
+2% +$29.3K 0.94% 29
2023
Q1 		$1.63M Buy
3,454
+147
+4% +$70.9K 0.97% 28
2022
Q4 		$1.75M Buy
3,307
+387
+13% +$205K 1.12% 24
2022
Q3 		$1.48M Buy
2,920
+161
+6% +$84.7K 1.02% 27
2022
Q2 		$1.42M Buy
2,759
+32
+1% +$16.1K 0.92% 28
2022
Q1 		$1.39M Buy
2,727
+6
+0.2% +$2.89K 0.73% 37
2021
Q4 		$1.37M Buy
2,721
+23
+0.9% +$10.4K 0.7% 39
2021
Q3 		$1.05M Hold
2,698
– – 0.61% 45
2021
Q2 		$1.08M Hold
2,698
– – 0.64% 46
2021
Q1 		$1M Sell
2,698
-966
-26% -$335K 0.63% 43
2020
Q4 		$1.28M Buy
3,664
+405
+12% +$136K 0.8% 26
2020
Q3 		$1.02M Buy
3,259
+600
+23% +$184K 0.73% 34
2020
Q2 		$784K Buy
2,659
+1,200
+82% +$344K 0.61% 49
2020
Q1 		$364K Sell
1,459
-760
-34% -$209K 0.37% 79
2019
Q4 		$652K Hold
2,219
– – 0.45% 57
2019
Q3 		$482K Buy
+2,219
New +$535K 0.37% 85
2018
Q4 		– Sell
-319
Closed -$85K – 341
2018
Q3 		$85K Buy
+319
New +$83K 0.06% 160

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IMS Capital Management's UNH Position: Q3 2025 in Review

IMS Capital Management increased its UnitedHealth (UNH) stake by 7.6% in Q3 2025, buying an estimated $155K and bringing the position to 7,273 shares worth $2.51M. The position accounts for 1.16% of the portfolio, ranked #21.

IMS Capital Management first reported a position in UNH in Q3 2018 and has held it in 26 quarters since. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • IMS Capital Management held 7,273 shares of UnitedHealth worth $2.51M as of Q3 2025.
  • IMS Capital Management bought 511 UnitedHealth shares in Q3 2025, an estimated $155K.
  • UnitedHealth made up 1.16% of IMS Capital Management's portfolio in Q3 2025, its #21 holding.
  • IMS Capital Management first reported a position in UnitedHealth in Q3 2018 and has held it in 26 quarters since.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.