Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$179,136
+$84,701 QoQ
Shares Held
431
+23.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#3,069
of 3,349 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026IMG Wealth Management, Inc. holds $224,069 across 5 Healthcare Plans names. UNH ranks #1 (79.9% of the industry book) .
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,136 | 431 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $94,435 | 349 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $160,433 | 486 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $149,514 | 433 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $135,083 | 433 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $182,788 | 349 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $176,545 | 349 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||