Simplex Trading
UNH icon

Simplex Trading’s UnitedHealth UNH Stock Holding History

Simplex Trading’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
Q1 		$314M Sell
1,160,600
-463,300
-29% -$138M 0.21% 51
2025
Q4 		$536M Sell
1,623,900
-130,300
-7% -$44.2M 0.3% 40
2025
Q3 		$606M Buy
1,754,200
+806,700
+85% +$244M 0.31% 44
2025
Q2 		$296M Buy
947,500
+672,600
+245% +$257M 0.17% 60
2025
Q1 		$144M Buy
274,900
+1,600
+0.6% +$818K 0.09% 101
2024
Q4 		$138M Buy
273,300
+8,100
+3% +$4.6M 0.08% 129
2024
Q3 		$155M Sell
265,200
-40,100
-13% -$22.7M 0.09% 104
2024
Q2 		$155M Buy
305,300
+51,000
+20% +$25M 0.1% 97
2024
Q1 		$126M Sell
254,300
-123,000
-33% -$62.5M 0.07% 141
2023
Q4 		$199M Buy
377,300
+24,700
+7% +$13.2M 0.13% 78
2023
Q3 		$178M Sell
352,600
-13,600
-4% -$6.69M 0.14% 62
2023
Q2 		$176M Sell
366,200
-5,100
-1% -$2.49M 0.14% 61
2023
Q1 		$175M Sell
371,300
-13,100
-3% -$6.32M 0.15% 70
2022
Q4 		$204M Buy
384,400
+108,700
+39% +$57.6M 0.22% 50
2022
Q3 		$139M Buy
275,700
+46,500
+20% +$24.5M 0.16% 67
2022
Q2 		$118M Buy
229,200
+59,600
+35% +$29.9M 0.13% 91
2022
Q1 		$86.5M Sell
169,600
-136,100
-45% -$65.6M 0.08% 176
2021
Q4 		$154M Buy
305,700
+140,400
+85% +$63.6M 0.16% 96
2021
Q3 		$66.9M Buy
165,300
+6,100
+4% +$2.53M 0.06% 208
2021
Q2 		$63.8M Buy
+159,200
New +$63.5M 0.06% 209
2021
Q1 		– Sell
-1,168
Closed -$41M – 10100
2020
Q4 		$41M Sell
1,168
-37
-3% -$12.4K 0.05% 201
2020
Q3 		$37.5M Buy
1,205
+56
+5% +$17.2K 0.05% 205
2020
Q2 		$33.9M Sell
1,149
-940
-45% -$269K 0.05% 193
2020
Q1 		$52.1M Sell
2,089
-236
-10% -$64.9K 0.09% 110
2019
Q4 		$68.3M Buy
2,325
+156
+7% +$40.8K 0.15% 78
2019
Q3 		$47.1M Buy
2,169
+555
+34% +$134K 0.13% 100
2019
Q2 		$39.4M Buy
1,614
+132
+9% +$31.7K 0.11% 116
2019
Q1 		$36.6M Sell
1,482
-1,156
-44% -$295K 0.1% 130
2018
Q4 		$65.7M Buy
2,638
+1,414
+116% +$374K 0.19% 62
2018
Q3 		$32.6M Buy
1,224
+403
+49% +$105K 0.1% 134
2018
Q2 		$20.1M Sell
821
-1,664
-67% -$400K 0.08% 182
2018
Q1 		$602K Buy
2,485
+231
+10% +$52.8K 0.03% 633
2017
Q4 		$226K Buy
2,254
+52
+2% +$11K 0.01% 1182
2017
Q3 		$935K Buy
2,202
+63
+3% +$12.2K 0.04% 402
2017
Q2 		$196K Sell
2,139
-697
-25% -$122K 0.01% 1216
2017
Q1 		$667K Sell
2,836
-1,021
-26% -$167K 0.03% 536
2016
Q4 		$246K Buy
3,857
+1,597
+71% +$239K 0.01% 911
2016
Q3 		$329K Buy
2,260
+183
+9% +$25.6K 0.02% 720
2016
Q2 		$295K Buy
2,077
+934
+82% +$125K 0.02% 781
2016
Q1 		$304K Sell
1,143
-1,358
-54% -$161K 0.02% 651
2015
Q4 		$650K Sell
2,501
-167
-6% -$19.5K 0.05% 327
2015
Q3 		$1.44M Buy
2,668
+1,505
+129% +$180K 0.11% 176
2015
Q2 		$353K Buy
1,163
+281
+32% +$33.2K 0.03% 514
2015
Q1 		$389K Buy
882
+730
+480% +$81.1K 0.05% 407
2014
Q4 		$18K Buy
+152
New +$14.4K ﹤0.01% 2153

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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.