Investors Asset Management of Georgia’s UnitedHealth UNH Stock Holding History

Investors Asset Management of Georgia’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	$353K	Sell	849 -157	-16%	-$58.2K	0.12%	144
2026 Q1	$272K	Buy	1,006 +132	+15%	+$39.3K	0.11%	158
2025 Q4	$289K	Buy	874 +105	+14%	+$35.6K	0.12%	144
2025 Q3	$266K	Buy	769 +50	+7%	+$15.1K	0.11%	148
2025 Q2	$224K	Hold	719	–	–	0.1%	150
2025 Q1	$377K	Sell	719 -50	-7%	-$25.6K	0.19%	103
2024 Q4	$389K	Hold	769	–	–	0.19%	103
2024 Q3	$450K	Sell	769 -10	-1%	-$5.66K	0.21%	99
2024 Q2	$397K	Sell	779 -100	-11%	-$49K	0.19%	102
2024 Q1	$435K	Sell	879 -632	-42%	-$321K	0.2%	100
2023 Q4	$790K	Buy	1,511 +100	+7%	+$53.3K	0.4%	70
2023 Q3	$716K	Hold	1,411	–	–	0.39%	70
2023 Q2	$678K	Hold	1,411	–	–	0.35%	75
2023 Q1	$667K	Sell	1,411 -4	-0.3%	-$1.93K	0.36%	78
2022 Q4	$750K	Hold	1,415	–	–	0.39%	73
2022 Q3	$715K	Hold	1,415	–	–	0.37%	71
2022 Q2	$727K	Hold	1,415	–	–	0.38%	73
2022 Q1	$722K	Hold	1,415	–	–	0.36%	78
2021 Q4	$711K	Hold	1,415	–	–	0.34%	76
2021 Q3	$553K	Buy	1,415 +29	+2%	+$12K	0.29%	90
2021 Q2	$555K	Buy	1,386 +21	+2%	+$8.37K	0.3%	89
2021 Q1	$508K	Hold	1,365	–	–	0.29%	88
2020 Q4	$479K	Hold	1,365	–	–	0.32%	76
2020 Q3	$426K	Hold	1,365	–	–	0.28%	78
2020 Q2	$403K	Hold	1,365	–	–	0.28%	81
2020 Q1	$340K	Sell	1,365 -25	-2%	-$6.88K	0.28%	77
2019 Q4	$409K	Hold	1,390	–	–	0.25%	94
2019 Q3	$302K	Hold	1,390	–	–	0.19%	113
2019 Q2	$339K	Hold	1,390	–	–	0.23%	101
2019 Q1	$344K	Hold	1,390	–	–	0.24%	94
2018 Q4	$346K	Sell	1,390 -260	-16%	-$68.7K	0.28%	88
2018 Q3	$439K	Hold	1,650	–	–	0.31%	82
2018 Q2	$405K	Sell	1,650 -400	-20%	-$96K	0.3%	85
2018 Q1	$439K	Hold	2,050	–	–	0.32%	74
2017 Q4	$452K	Hold	2,050	–	–	0.32%	78
2017 Q3	$401K	Sell	2,050 -500	-20%	-$96.6K	0.3%	87
2017 Q2	$473K	Hold	2,550	–	–	0.33%	71
2017 Q1	$418K	Buy	2,550 +125	+5%	+$20.5K	0.29%	79
2016 Q4	$388K	Sell	2,425 -175	-7%	-$26.1K	0.29%	83
2016 Q3	$364K	Hold	2,600	–	–	0.28%	83
2016 Q2	$367K	Hold	2,600	–	–	0.29%	82
2016 Q1	$335K	Sell	2,600 -1,000	-28%	-$118K	0.28%	88
2015 Q4	$424K	Hold	3,600	–	–	0.36%	64
2015 Q3	$418K	Hold	3,600	–	–	0.38%	63
2015 Q2	$439K	Hold	3,600	–	–	0.38%	65
2015 Q1	$426K	Sell	3,600 -100	-3%	-$11.1K	0.35%	67
2014 Q4	$374K	Buy	+3,700	New	+$351K	0.32%	78

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Investors Asset Management of Georgia's UNH Position: Q2 2026 in Review

Investors Asset Management of Georgia reduced its UnitedHealth (UNH) stake by 16% in Q2 2026, selling an estimated $58.2K and leaving 849 shares worth $353K. The position accounts for 0.12% of the portfolio, ranked #144.

Investors Asset Management of Georgia first reported a position in UNH in Q4 2014 and has held it in 47 quarters since. The position peaked at $790K in Q4 2023. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Investors Asset Management of Georgia held 849 shares of UnitedHealth worth $353K as of Q2 2026.
Investors Asset Management of Georgia sold 157 UnitedHealth shares in Q2 2026, an estimated $58.2K.
UnitedHealth made up 0.12% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #144 holding.
Investors Asset Management of Georgia first reported a position in UnitedHealth in Q4 2014 and has held it in 47 quarters since.
Investors Asset Management of Georgia's UnitedHealth position peaked at $790K in Q4 2023.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.