Simplify Asset Management’s UnitedHealth UNH Stock Holding History

Simplify Asset Management’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	$17.5M	Buy	42,212 +39,311	+1,355%	+$14.6M	0.24%	20
2026 Q1	$785K	Sell	2,901 -96,906	-97%	-$28.9M	0.01%	84
2025 Q4	$32.9M	Buy	99,807 +70,447	+240%	+$23.9M	0.54%	10
2025 Q3	$10.1M	Buy	29,360 +25,309	+625%	+$7.65M	0.19%	15
2025 Q2	$1.26M	Sell	4,051 -9,376	-70%	-$3.58M	0.06%	58
2025 Q1	$7.03M	Buy	13,427 +1,370	+11%	+$700K	0.26%	17
2024 Q4	$6.1M	Sell	12,057 -8,315	-41%	-$4.72M	0.3%	23
2024 Q3	$11.9M	Buy	20,372 +6,772	+50%	+$3.83M	0.55%	19
2024 Q2	$6.93M	Buy	13,600 +11,700	+616%	+$5.73M	0.46%	19
2024 Q1	$940K	Sell	1,900 -1,611	-46%	-$819K	0.06%	74
2023 Q4	$1.85M	Sell	3,511 -1,274	-27%	-$679K	0.17%	46
2023 Q3	$2.41M	Buy	4,785 +3,788	+380%	+$1.86M	0.28%	44
2023 Q2	$479K	Sell	997 -1,665	-63%	-$814K	0.06%	92
2023 Q1	$1.26M	Sell	2,662 -5,335	-67%	-$2.57M	0.18%	55
2022 Q4	$4.24M	Buy	7,997 +644	+9%	+$341K	0.65%	14
2022 Q3	$3.71M	Buy	7,353 +336	+5%	+$177K	0.39%	18
2022 Q2	$3.6M	Buy	7,017 +4,092	+140%	+$2.05M	0.14%	17
2022 Q1	$1.49M	Buy	2,925 +220	+8%	+$106K	0.05%	26
2021 Q4	$1.36M	Buy	+2,705	New	+$1.22M	0.06%	16

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Simplify Asset Management's UNH Position: Q2 2026 in Review

Simplify Asset Management increased its UnitedHealth (UNH) stake by 1,355% in Q2 2026, buying an estimated $14.6M and bringing the position to 42,212 shares worth $17.5M. The position accounts for 0.24% of the portfolio, ranked #20.

Simplify Asset Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $32.9M in Q4 2025. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Simplify Asset Management held 42,212 shares of UnitedHealth worth $17.5M as of Q2 2026.
Simplify Asset Management bought 39,311 UnitedHealth shares in Q2 2026, an estimated $14.6M.
UnitedHealth made up 0.24% of Simplify Asset Management's portfolio in Q2 2026, its #20 holding.
Simplify Asset Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
Simplify Asset Management's UnitedHealth position peaked at $32.9M in Q4 2025.
568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.