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 | $519M | Sell |
1,919,000
-868,700
| -31% | -$259M | 0.35% | 39 |
|
|
2025
Q4 | $920M | Sell |
2,787,700
-190,100
| -6% | -$64.4M | 0.52% | 30 |
|
|
2025
Q3 | $1.03B | Sell |
2,977,800
-501,500
| -14% | -$152M | 0.53% | 27 |
|
|
2025
Q2 | $1.09B | Buy |
3,479,300
+2,863,000
| +465% | +$1.09B | 0.62% | 25 |
|
|
2025
Q1 | $309M | Buy |
616,300
+104,100
| +20% | +$53.2M | 0.2% | 49 |
|
|
2024
Q4 | $259M | Buy |
512,200
+225,500
| +79% | +$128M | 0.15% | 69 |
|
|
2024
Q3 | $168M | Buy |
286,700
+31,100
| +12% | +$17.6M | 0.1% | 95 |
|
|
2024
Q2 | $130M | Sell |
255,600
-48,500
| -16% | -$23.8M | 0.08% | 116 |
|
|
2024
Q1 | $150M | Buy |
304,100
+43,100
| +17% | +$21.9M | 0.09% | 106 |
|
|
2023
Q4 | $137M | Sell |
261,000
-23,500
| -8% | -$12.5M | 0.09% | 123 |
|
|
2023
Q3 | $143M | Sell |
284,500
-178,900
| -39% | -$88M | 0.11% | 83 |
|
|
2023
Q2 | $223M | Buy |
463,400
+124,600
| +37% | +$60.9M | 0.18% | 49 |
|
|
2023
Q1 | $160M | Sell |
338,800
-95,000
| -22% | -$45.8M | 0.14% | 82 |
|
|
2022
Q4 | $226M | Buy |
433,800
+64,300
| +17% | +$34.1M | 0.25% | 43 |
|
|
2022
Q3 | $183M | Buy |
369,500
+240,300
| +186% | +$126M | 0.21% | 45 |
|
|
2022
Q2 | $62.8M | Sell |
129,200
-22,000
| -15% | -$11M | 0.07% | 193 |
|
|
2022
Q1 | $77.1M | Buy |
151,200
+17,600
| +13% | +$8.49M | 0.07% | 201 |
|
|
2021
Q4 | $67.1M | Buy |
133,600
+5,300
| +4% | +$2.4M | 0.07% | 221 |
|
|
2021
Q3 | $51.9M | Buy |
128,300
+3,800
| +3% | +$1.57M | 0.05% | 239 |
|
|
2021
Q2 | $49.9M | Buy |
+124,500
| New | +$49.6M | 0.05% | 240 |
|
|
2021
Q1 | – | Sell |
-1,682
| Closed | -$59M | – | 10098 |
|
|
2020
Q4 | $59M | Buy |
1,682
+712
| +73% | +$239K | 0.08% | 152 |
|
|
2020
Q3 | $30M | Sell |
970
-178
| -16% | -$54.7K | 0.04% | 252 |
|
|
2020
Q2 | $33.9M | Sell |
1,148
-321
| -22% | -$92K | 0.05% | 194 |
|
|
2020
Q1 | $36.6M | Sell |
1,469
-1,152
| -44% | -$317K | 0.06% | 156 |
|
|
2019
Q4 | $77.1M | Sell |
2,621
-1,022
| -28% | -$267K | 0.17% | 64 |
|
|
2019
Q3 | $79.2M | Buy |
3,643
+1,512
| +71% | +$365K | 0.23% | 56 |
|
|
2019
Q2 | $52M | Sell |
2,131
-286
| -12% | -$68.8K | 0.14% | 77 |
|
|
2019
Q1 | $59.8M | Buy |
2,417
+619
| +34% | +$158K | 0.17% | 76 |
|
|
2018
Q4 | $44.8M | Sell |
1,798
-16
| -0.9% | -$4.23K | 0.13% | 87 |
|
|
2018
Q3 | $48.3M | Sell |
1,814
-448
| -20% | -$117K | 0.16% | 88 |
|
|
2018
Q2 | $55.5M | Buy |
2,262
+1,070
| +90% | +$257K | 0.22% | 62 |
|
|
2018
Q1 | $725K | Buy |
1,192
+727
| +156% | +$166K | 0.03% | 528 |
|
|
2017
Q4 | $874K | Sell |
465
-1,534
| -77% | -$325K | 0.04% | 444 |
|
|
2017
Q3 | $1.33M | Buy |
1,999
+713
| +55% | +$138K | 0.05% | 291 |
|
|
2017
Q2 | $1.41M | Sell |
1,286
-67
| -5% | -$11.7K | 0.06% | 264 |
|
|
2017
Q1 | $864K | Buy |
1,353
+220
| +19% | +$36K | 0.04% | 435 |
|
|
2016
Q4 | $1.25M | Sell |
1,133
-562
| -33% | -$83.9K | 0.07% | 230 |
|
|
2016
Q3 | $388K | Buy |
1,695
+449
| +36% | +$62.9K | 0.03% | 639 |
|
|
2016
Q2 | $671K | Sell |
1,246
-143
| -10% | -$19.1K | 0.04% | 411 |
|
|
2016
Q1 | $332K | Buy |
1,389
+636
| +84% | +$75.2K | 0.03% | 606 |
|
|
2015
Q4 | $1.6M | Sell |
753
-528
| -41% | -$61.7K | 0.13% | 132 |
|
|
2015
Q3 | $302K | Buy |
1,281
+23
| +2% | +$2.75K | 0.02% | 689 |
|
|
2015
Q2 | $313K | Buy |
1,258
+24
| +2% | +$2.84K | 0.03% | 561 |
|
|
2015
Q1 | $552K | Buy |
1,234
+1,048
| +563% | +$116K | 0.06% | 299 |
|
|
2014
Q4 | $202K | Buy |
+186
| New | +$17.6K | 0.02% | 601 |
|
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.