J.E. Simmons & Co’s UnitedHealth UNH Stock Holding History

J.E. Simmons & Co’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	$226K	Buy	+543	New	+$201K	0.13%	68

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

J.E. Simmons & Co's UNH Position: Q2 2026 in Review

J.E. Simmons & Co opened a new position in UnitedHealth (UNH) in Q2 2026: 543 shares worth $226K. The stake represents 0.13% of the portfolio and ranks #68 among its holdings.

3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

J.E. Simmons & Co held 543 shares of UnitedHealth worth $226K as of Q2 2026.
UnitedHealth was a new J.E. Simmons & Co position in Q2 2026.
UnitedHealth made up 0.13% of J.E. Simmons & Co's portfolio in Q2 2026, its #68 holding.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.