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IMZ Advisory’s UnitedHealth UNH Stock Holding History

IMZ Advisory’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 		$495K Sell
1,191
-63
-5% -$23.4K 0.16% 26
2026
Q1 		$339K Sell
1,254
-37
-3% -$11K 0.13% 31
2025
Q4 		$426K Buy
1,291
+44
+4% +$14.9K 0.16% 28
2025
Q3 		$431K Buy
1,247
+131
+12% +$39.6K 0.16% 28
2025
Q2 		$316K Buy
1,116
+536
+92% +$205K 0.13% 31
2025
Q1 		$304K Sell
580
-82
-12% -$41.9K 0.14% 34
2024
Q4 		$335K Buy
662
+3
+0.5% +$1.71K 0.15% 29
2024
Q3 		$390K Buy
659
+57
+9% +$32.2K 0.18% 25
2024
Q2 		$307K Sell
602
-15
-2% -$7.35K 0.15% 27
2024
Q1 		$305K Sell
617
-15
-2% -$7.63K 0.16% 25
2023
Q4 		$329K Buy
+632
New +$337K 0.18% 25

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

IMZ Advisory's UNH Position: Q2 2026 in Review

IMZ Advisory reduced its UnitedHealth (UNH) stake by 5% in Q2 2026, selling an estimated $23.4K and leaving 1,191 shares worth $495K. The position accounts for 0.16% of the portfolio, ranked #26.

IMZ Advisory first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • IMZ Advisory held 1,191 shares of UnitedHealth worth $495K as of Q2 2026.
  • IMZ Advisory sold 63 UnitedHealth shares in Q2 2026, an estimated $23.4K.
  • UnitedHealth made up 0.16% of IMZ Advisory's portfolio in Q2 2026, its #26 holding.
  • IMZ Advisory first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on IMZ Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.