INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
Position in UNH — Unitedhealth Group Inc
CIK 867926
ATLANTA, GA
Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$352,869
+$80,656 QoQ
Shares Held
849
-15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,577
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV holds $1,566,751 across 2 Healthcare Plans names. UNH ranks #2 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
11,734 | $1,213,882 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
849 | $352,869 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,869 | 849 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $272,213 | 1,006 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $288,516 | 874 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $265,535 | 769 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $224,306 | 719 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $376,576 | 719 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $389,006 | 769 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $449,618 | 769 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $396,713 | 779 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $434,841 | 879 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $795,496 | 1,511 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $711,412 | 1,411 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $678,183 | 1,411 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $666,824 | 1,411 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $750,204 | 1,415 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $714,631 | 1,415 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $726,786 | 1,415 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $721,607 | 1,415 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $710,528 | 1,415 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $552,897 | 1,415 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $555,009 | 1,386 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $507,875 | 1,365 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $478,678 | 1,365 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $425,566 | 1,365 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $402,606 | 1,365 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $340,403 | 1,365 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||