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Simplicity Wealth’s UnitedHealth UNH Stock Holding History

Simplicity Wealth’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 		$13.2M Buy
31,667
+19,330
+157% +$7.16M 0.44% 53
2026
Q1 		$3.34M Buy
12,337
+1,688
+16% +$503K 0.19% 116
2025
Q4 		$3.52M Buy
10,649
+1,202
+13% +$407K 0.21% 109
2025
Q3 		$3.26M Sell
9,447
-9,630
-50% -$2.91M 0.19% 121
2025
Q2 		$5.95M Buy
19,077
+11,179
+142% +$4.27M 0.25% 93
2025
Q1 		$4.14M Buy
7,898
+5,655
+252% +$2.89M 0.32% 71
2024
Q4 		$1.13M Sell
2,243
-4,170
-65% -$2.37M 0.24% 79
2024
Q3 		$3.75M Sell
6,413
-37,306
-85% -$21.1M 0.35% 64
2024
Q2 		$22.3M Buy
43,719
+12,199
+39% +$5.98M 0.5% 35
2024
Q1 		$15.6M Buy
31,520
+29,615
+1,555% +$15.1M 0.37% 48
2023
Q4 		$1M Buy
+1,905
New +$1.02M 0.39% 46
2023
Q1 		– Sell
-401
Closed -$213K – 79
2022
Q4 		$213K Buy
+401
New +$212K 0.19% 65

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 $3.38T AUM 44.17% 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

Simplicity Wealth's UNH Position: Q2 2026 in Review

Simplicity Wealth increased its UnitedHealth (UNH) stake by 157% in Q2 2026, buying an estimated $7.16M and bringing the position to 31,667 shares worth $13.2M. The position accounts for 0.44% of the portfolio, ranked #53.

Simplicity Wealth first reported a position in UNH in Q4 2022 and has held it in 12 quarters since. The position peaked at $22.3M in Q2 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Simplicity Wealth held 31,667 shares of UnitedHealth worth $13.2M as of Q2 2026.
  • Simplicity Wealth bought 19,330 UnitedHealth shares in Q2 2026, an estimated $7.16M.
  • UnitedHealth made up 0.44% of Simplicity Wealth's portfolio in Q2 2026, its #53 holding.
  • Simplicity Wealth first reported a position in UnitedHealth in Q4 2022 and has held it in 12 quarters since.
  • Simplicity Wealth's UnitedHealth position peaked at $22.3M in Q2 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.