Simon Quick Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.72M | Buy |
13,772
+766
| +6% | +$284K | 0.23% | 73 |
|
|
2026
Q1 | $3.52M | Buy |
13,006
+10,408
| +401% | +$3.1M | 0.16% | 100 |
|
|
2025
Q4 | $858K | Sell |
2,598
-4,682
| -64% | -$1.59M | 0.04% | 202 |
|
|
2025
Q3 | $2.51M | Buy |
7,280
+90
| +1% | +$27.2K | 0.11% | 117 |
|
|
2025
Q2 | $2.24M | Buy |
7,190
+809
| +13% | +$309K | 0.11% | 113 |
|
|
2025
Q1 | $3.34M | Buy |
6,381
+1,280
| +25% | +$654K | 0.19% | 59 |
|
|
2024
Q4 | $2.58M | Sell |
5,101
-33
| -0.6% | -$18.8K | 0.15% | 69 |
|
|
2024
Q3 | $3M | Buy |
5,134
+1,415
| +38% | +$800K | 0.19% | 61 |
|
|
2024
Q2 | $1.89M | Buy |
3,719
+666
| +22% | +$326K | 0.13% | 81 |
|
|
2024
Q1 | $1.51M | Buy |
3,053
+212
| +7% | +$108K | 0.11% | 90 |
|
|
2023
Q4 | $1.5M | Buy |
2,841
+288
| +11% | +$154K | 0.13% | 88 |
|
|
2023
Q3 | $1.29M | Buy |
2,553
+476
| +23% | +$234K | 0.12% | 91 |
|
|
2023
Q2 | $998K | Buy |
2,077
+244
| +13% | +$119K | 0.09% | 104 |
|
|
2023
Q1 | $866K | Buy |
1,833
+582
| +47% | +$281K | 0.09% | 102 |
|
|
2022
Q4 | $663K | Buy |
+1,251
| New | +$663K | 0.08% | 114 |
|
|
2022
Q2 | – | Sell |
-247
| Closed | -$126K | – | 387 |
|
|
2022
Q1 | $126K | Buy |
247
+220
| +815% | +$106K | 0.04% | 130 |
|
|
2021
Q4 | $14K | Sell |
27
-1,378
| -98% | -$624K | ﹤0.01% | 305 |
|
|
2021
Q3 | $548K | Buy |
1,405
+1,367
| +3,597% | +$566K | 0.14% | 71 |
|
|
2021
Q2 | $15K | Buy |
38
+11
| +41% | +$4.39K | ﹤0.01% | 356 |
|
|
2021
Q1 | $10K | Hold |
27
| – | – | ﹤0.01% | 390 |
|
|
2020
Q4 | $9K | Sell |
27
-192
| -88% | -$64.4K | ﹤0.01% | 377 |
|
|
2020
Q3 | $68K | Sell |
219
-122
| -36% | -$37.5K | 0.02% | 164 |
|
|
2020
Q2 | $101K | Buy |
341
+140
| +70% | +$40.1K | 0.04% | 121 |
|
|
2020
Q1 | $50K | Sell |
201
-82
| -29% | -$22.6K | 0.02% | 188 |
|
|
2019
Q4 | $83K | Buy |
283
+108
| +62% | +$28.3K | 0.03% | 163 |
|
|
2019
Q3 | $38K | Buy |
175
+119
| +213% | +$28.7K | 0.02% | 202 |
|
|
2019
Q2 | $13.7K | Sell |
56
-193
| -78% | -$46.4K | 0.01% | 206 |
|
|
2019
Q1 | $62K | Sell |
249
-6
| -2% | -$1.53K | 0.03% | 172 |
|
|
2018
Q4 | $64K | Buy |
255
+18
| +8% | +$4.75K | 0.02% | 163 |
|
|
2018
Q3 | $63K | Buy |
237
+43
| +22% | +$11.2K | 0.03% | 155 |
|
|
2018
Q2 | $47K | Buy |
194
+116
| +149% | +$27.9K | 0.02% | 184 |
|
|
2018
Q1 | $17K | Sell |
78
-1,235
| -94% | -$282K | 0.01% | 216 |
|
|
2017
Q4 | $311K | Sell |
1,313
-1,287
| -50% | -$273K | 0.14% | 66 |
|
|
2017
Q3 | $509K | Buy |
+2,600
| New | +$502K | 0.18% | 59 |
|
Other funds holding UNH
VAM
Simon Quick Advisors's UNH Position: Q2 2026 in Review
Simon Quick Advisors increased its UnitedHealth (UNH) stake by 5.9% in Q2 2026, buying an estimated $284K and bringing the position to 13,772 shares worth $5.72M. The position accounts for 0.23% of the portfolio, ranked #73.
Simon Quick Advisors first reported a position in UNH in Q3 2017 and has held it in 34 quarters since. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Simon Quick Advisors held 13,772 shares of UnitedHealth worth $5.72M as of Q2 2026.
- Simon Quick Advisors bought 766 UnitedHealth shares in Q2 2026, an estimated $284K.
- UnitedHealth made up 0.23% of Simon Quick Advisors's portfolio in Q2 2026, its #73 holding.
- Simon Quick Advisors first reported a position in UnitedHealth in Q3 2017 and has held it in 34 quarters since.
- 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.