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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Simplicity Wealth's UNH Position: Q1 2026 in Review

Simplicity Wealth increased its UnitedHealth (UNH) stake by 16% in Q1 2026, buying an estimated $503K and bringing the position to 12,337 shares worth $3.34M. The position accounts for 0.19% of the portfolio, ranked #116.

Simplicity Wealth first reported a position in UNH in Q4 2022 and has held it in 11 quarters since. The position peaked at $22.3M in Q2 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Simplicity Wealth held 12,337 shares of UnitedHealth worth $3.34M as of Q1 2026.
Simplicity Wealth bought 1,688 UnitedHealth shares in Q1 2026, an estimated $503K.
UnitedHealth made up 0.19% of Simplicity Wealth's portfolio in Q1 2026, its #116 holding.
Simplicity Wealth first reported a position in UnitedHealth in Q4 2022 and has held it in 11 quarters since.
Simplicity Wealth's UnitedHealth position peaked at $22.3M in Q2 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.