Simplex Trading’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $77.8M | Buy |
287,580
+194,855
| +210% | +$58M | 0.05% | 146 |
|
|
2025
Q4 | $30.6M | Sell |
92,725
-227,331
| -71% | -$77M | 0.02% | 409 |
|
|
2025
Q3 | $111M | Buy |
320,056
+139,889
| +78% | +$42.3M | 0.06% | 169 |
|
|
2025
Q2 | $56.2M | Buy |
180,167
+144,106
| +400% | +$55.1M | 0.03% | 267 |
|
|
2025
Q1 | $18.9M | Buy |
36,061
+5,973
| +20% | +$3.05M | 0.01% | 552 |
|
|
2024
Q4 | $15.2M | Buy |
+30,088
| New | +$17.1M | 0.01% | 782 |
|
|
2024
Q3 | – | Sell |
-43,158
| Closed | -$24.4M | – | 9648 |
|
|
2024
Q2 | $22M | Buy |
43,158
+9,433
| +28% | +$4.62M | 0.01% | 574 |
|
|
2024
Q1 | $16.7M | Buy |
+33,725
| New | +$17.1M | 0.01% | 805 |
|
|
2023
Q2 | – | Sell |
-52,281
| Closed | -$25.6M | – | 9998 |
|
|
2023
Q1 | $24.7M | Buy |
+52,281
| New | +$25.2M | 0.02% | 509 |
|
|
2022
Q2 | – | Sell |
-1,174
| Closed | -$590K | – | 11149 |
|
|
2022
Q1 | $598K | Sell |
1,174
-46,384
| -98% | -$22.4M | ﹤0.01% | 3604 |
|
|
2021
Q4 | $23.9M | Buy |
+47,558
| New | +$21.5M | 0.02% | 446 |
|
|
2021
Q2 | – | Sell |
-338
| Closed | -$135K | – | 10741 |
|
|
2021
Q1 | $0 | Sell |
338
-14,363
| -98% | -$4.98M | ﹤0.01% | 10099 |
|
|
2020
Q4 | $5.16M | Sell |
14,701
-15,068
| -51% | -$5.05M | 0.01% | 973 |
|
|
2020
Q3 | $9.28M | Buy |
+29,769
| New | +$9.14M | 0.01% | 538 |
|
|
2020
Q2 | – | Sell |
-7,683
| Closed | -$2.2M | – | 8407 |
|
|
2020
Q1 | $1.92M | Buy |
+7,683
| New | +$2.11M | ﹤0.01% | 1310 |
|
|
2019
Q2 | – | Sell |
-250
| Closed | -$60.1K | – | 7830 |
|
|
2019
Q1 | $61K | Sell |
250
-10,975
| -98% | -$2.8M | ﹤0.01% | 4846 |
|
|
2018
Q4 | $2.8M | Buy |
11,225
+545
| +5% | +$144K | 0.01% | 883 |
|
|
2018
Q3 | $2.84M | Buy |
+10,680
| New | +$2.78M | 0.01% | 971 |
|
|
2018
Q2 | – | Sell |
-28,118
| Closed | -$6.75M | – | 7914 |
|
|
2018
Q1 | $6.02M | Sell |
28,118
-15,112
| -35% | -$3.45M | 0.26% | 71 |
|
|
2017
Q4 | $9.53M | Buy |
43,230
+41,959
| +3,301% | +$8.89M | 0.41% | 46 |
|
|
2017
Q3 | $248K | Buy |
+1,271
| New | +$246K | 0.01% | 1056 |
|
|
2017
Q2 | – | Sell |
-11,792
| Closed | -$2.07M | – | 6830 |
|
|
2017
Q1 | $1.93M | Buy |
+11,792
| New | +$1.93M | 0.08% | 213 |
|
|
2015
Q3 | – | Sell |
-39,026
| Closed | -$4.67M | – | 6230 |
|
|
2015
Q2 | $4.76M | Buy |
39,026
+12,417
| +47% | +$1.47M | 0.4% | 39 |
|
|
2015
Q1 | $3.15M | Buy |
26,609
+24,045
| +938% | +$2.67M | 0.37% | 47 |
|
|
2014
Q4 | $259K | Buy |
+2,564
| New | +$243K | 0.03% | 488 |
|
Other funds holding UNH
VCM
VPM
Simplex Trading's UNH Position: Q1 2026 in Review
Simplex Trading increased its UnitedHealth (UNH) stake by 210% in Q1 2026, buying an estimated $58M and bringing the position to 287,580 shares worth $77.8M. The position accounts for 0.05% of the portfolio, ranked #146.
Simplex Trading first reported a position in UNH in Q4 2014 and has held it in 25 quarters since. The position peaked at $111M in Q3 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Simplex Trading held 287,580 shares of UnitedHealth worth $77.8M as of Q1 2026.
- Simplex Trading bought 194,855 UnitedHealth shares in Q1 2026, an estimated $58M.
- UnitedHealth made up 0.05% of Simplex Trading's portfolio in Q1 2026, its #146 holding.
- Simplex Trading first reported a position in UnitedHealth in Q4 2014 and has held it in 25 quarters since.
- Simplex Trading's UnitedHealth position peaked at $111M in Q3 2025.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.