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SIMA Wealth Partners’s UnitedHealth UNH Stock Holding History

SIMA Wealth Partners’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 		$24.9K Sell
60
-40
-40% -$14.8K 0.02% 98
2026
Q1 		$27.1K Hold
100
– – 0.02% 96
2025
Q4 		$33K Hold
100
– – 0.03% 91
2025
Q3 		$34.5K Hold
100
– – 0.03% 89
2025
Q2 		$31.2K Hold
100
– – 0.03% 91
2025
Q1 		$52.4K Hold
100
– – 0.04% 85
2024
Q4 		$50.6K Hold
100
– – 0.04% 88
2024
Q3 		$58.5K Hold
100
– – 0.05% 80
2024
Q2 		$50.9K Buy
+100
New +$49K 0.05% 82

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SIMA Wealth Partners's UNH Position: Q2 2026 in Review

SIMA Wealth Partners reduced its UnitedHealth (UNH) stake by 40% in Q2 2026, selling an estimated $14.8K and leaving 60 shares worth $24.9K. The position accounts for 0.02% of the portfolio, ranked #98.

SIMA Wealth Partners first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. The position peaked at $58.5K in Q3 2024. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • SIMA Wealth Partners held 60 shares of UnitedHealth worth $24.9K as of Q2 2026.
  • SIMA Wealth Partners sold 40 UnitedHealth shares in Q2 2026, an estimated $14.8K.
  • UnitedHealth made up 0.02% of SIMA Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • SIMA Wealth Partners first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's UnitedHealth position peaked at $58.5K in Q3 2024.
  • 3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.