UnitedHealth shares owned by IMS Capital Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by IMS Capital Management
from 13F filings
Historical chart of IMS Capital Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by IMS Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 7.3k | 345.31 |
| 2025-06-30 | $2.1M | 6.8k | 311.98 |
| 2025-03-31 | $1.9M | 3.6k | 523.76 |
| 2024-12-31 | $1.8M | 3.6k | 505.86 |
| 2024-09-30 | $2.1M | 3.6k | 584.68 |
| 2024-06-30 | $2.1M | 3.6k | 580.65 |
| 2024-03-31 | $1.8M | 3.7k | 494.70 |
| 2023-09-30 | $1.8M | 3.5k | 504.19 |
| 2023-06-30 | $1.7M | 3.5k | 480.64 |
| 2023-03-31 | $1.6M | 3.5k | 472.59 |
| 2022-12-31 | $1.8M | 3.3k | 530.18 |
| 2022-09-30 | $1.5M | 2.9k | 505.14 |
| 2022-06-30 | $1.4M | 2.8k | 513.59 |
| 2022-03-31 | $1.4M | 2.7k | 510.08 |
| 2021-12-31 | $1.4M | 2.7k | 502.02 |
| 2021-09-30 | $1.1M | 2.7k | 390.66 |
| 2021-06-30 | $1.1M | 2.7k | 400.30 |
| 2021-03-31 | $1.0M | 2.7k | 372.13 |
| 2020-12-31 | $1.3M | 3.7k | 350.71 |
| 2020-09-30 | $1.0M | 3.3k | 311.75 |
| 2020-06-30 | $784k | 2.7k | 294.85 |
| 2020-03-31 | $364k | 1.5k | 249.49 |
| 2019-12-31 | $652k | 2.2k | 293.83 |
| 2019-09-30 | $482k | 2.2k | 217.21 |
| 2018-09-30 | $85k | 319 | 266.46 |