IMA Advisory Services, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1455495 DENVER, CO

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,457,204

+$1,088,290 QoQ

Shares Held

5,912

+16.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#1,297

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

IMA Advisory Services, Inc. holds $5,819,812 across 7 Healthcare Plans names. UNH ranks #1 (42.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	5,912	$2,457,204
2	CI	Cigna Group	7,034	$1,939,133
3	ELV	Elevance Health, Inc.	3,459	$1,337,699
4	CNC	Centene Corp	1,289	$82,740
5	CVS	CVS HEALTH Corp	20	$2,069
6	OSCR	Oscar Health, Inc.	20	$570
7	HUM	Humana Inc	1	$397

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,457,204	5,912	+16.9%	Shares	Sole	2026-08-10
2026-03-31	$1,368,914	5,059	+0.9%	Shares	Sole	2026-05-06
2025-12-31	$1,655,831	5,016	-4.4%	Shares	Sole	2026-02-11
2025-09-30	$1,811,098	5,245	+4.4%	Shares	Sole	2025-11-06
2025-06-30	$1,567,337	5,024	+33.2%	Shares	Sole	2025-08-08
2025-03-31	$1,975,585	3,772	-4.4%	Shares	Sole	2025-05-06
2024-12-31	$1,996,123	3,946	-1.4%	Shares	Sole	2025-02-14
2024-09-30	$2,341,058	4,004	-1.2%	Shares	Sole	2024-11-14
2024-06-30	$2,063,012	4,051	+1.4%	Shares	Sole	2024-08-06
2024-03-31	$1,977,315	3,997	-11.4%	Shares	Sole	2024-04-24
2023-12-31	$2,374,906	4,511	-10.7%	Shares	Sole	2024-02-05
2023-09-30	$2,546,159	5,050	-0.1%	Shares	Sole	2023-11-28
2023-06-30	$2,429,635	5,055	+3.7%	Shares	Sole	2023-08-15
2023-03-31	$2,302,931	4,873	+8.7%	Shares	Sole	2023-05-16
2022-12-31	$2,377,327	4,484	+2.4%	Shares	Sole	2023-02-16
2022-09-30	$2,211,570	4,379	-23.1%	Shares	Sole	2022-11-15
2022-06-30	$2,925,636	5,696	+0.2%	Shares	Sole	2022-08-18
2022-03-31	$2,900,199	5,687	-21.9%	Shares	Sole	2022-06-13
2021-12-31	$3,655,579	7,280	-8.9%	Shares	Sole	2022-02-14
2021-09-30	$3,120,840	7,987	-0.5%	Shares	Sole	2021-11-03
2021-06-30	$3,215,533	8,030	-1.7%	Shares	Sole	2021-08-13
2021-03-31	$3,040,183	8,171	+4.2%	Shares	Sole	2021-05-13
2020-12-31	$2,750,733	7,844	+6.7%	Shares	Sole	2021-02-08
2020-09-30	$2,292,756	7,354	-1.5%	Shares	Sole	2020-11-16
2020-06-30	$2,201,506	7,464	+2.6%	Shares	Sole	2020-08-13
2020-03-31	$1,814,987	7,278	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.