SimplyRich’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 | $4.09M | Sell |
15,101
-100
| -0.7% | -$29.8K | 1.05% | 16 |
|
|
2025
Q4 | $5.02M | Buy |
15,201
+93
| +0.6% | +$31.5K | 1.31% | 12 |
|
|
2025
Q3 | $5.22M | Sell |
15,108
-6
| -0% | -$1.81K | 1.41% | 11 |
|
|
2025
Q2 | $4.71M | Sell |
15,114
-55
| -0.4% | -$21K | 1.31% | 13 |
|
|
2025
Q1 | $7.94M | Hold |
15,169
| – | – | 2.3% | 9 |
|
|
2024
Q4 | $7.67M | Sell |
15,169
-136
| -0.9% | -$77.3K | 2.19% | 8 |
|
|
2024
Q3 | $8.95M | Buy |
15,305
+106
| +0.7% | +$60K | 2.49% | 9 |
|
|
2024
Q2 | $7.74M | Buy |
15,199
+1
| +0% | +$490 | 2.45% | 9 |
|
|
2024
Q1 | $7.52M | Buy |
15,198
+13
| +0.1% | +$6.61K | 2.43% | 9 |
|
|
2023
Q4 | $7.99M | Sell |
15,185
-91
| -0.6% | -$48.5K | 2.75% | 9 |
|
|
2023
Q3 | $7.7M | Sell |
15,276
-17
| -0.1% | -$8.37K | 3.74% | 6 |
|
|
2023
Q2 | $7.35M | Buy |
15,293
+1
| +0% | +$489 | 2.62% | 9 |
|
|
2023
Q1 | $7.23M | Sell |
15,292
-16
| -0.1% | -$7.72K | 2.72% | 8 |
|
|
2022
Q4 | $8.12M | Hold |
15,308
| – | – | 3.23% | 7 |
|
|
2022
Q3 | $7.73M | Hold |
15,308
| – | – | 3.48% | 7 |
|
|
2022
Q2 | $7.86M | Hold |
15,308
| – | – | 3.26% | 7 |
|
|
2022
Q1 | $7.81M | Sell |
15,308
-24
| -0.2% | -$11.6K | 2.73% | 9 |
|
|
2021
Q4 | $7.7M | Sell |
15,332
-35
| -0.2% | -$15.8K | 2.56% | 9 |
|
|
2021
Q3 | $6M | Buy |
15,367
+26
| +0.2% | +$10.8K | 2.18% | 9 |
|
|
2021
Q2 | $6.14M | Buy |
15,341
+42
| +0.3% | +$16.7K | 2.82% | 5 |
|
|
2021
Q1 | $5.69M | Sell |
15,299
-97
| -0.6% | -$33.6K | 2.26% | 9 |
|
|
2020
Q4 | $5.4M | Sell |
15,396
-26
| -0.2% | -$8.71K | 2.41% | 9 |
|
|
2020
Q3 | $4.81M | Sell |
15,422
-31
| -0.2% | -$9.52K | 2.41% | 8 |
|
|
2020
Q2 | $4.48M | Buy |
15,453
+20
| +0.1% | +$5.73K | 2.46% | 9 |
|
|
2020
Q1 | $3.88M | Sell |
15,433
-480
| -3% | -$132K | 2.58% | 9 |
|
|
2019
Q4 | $4.68M | Buy |
15,913
+65
| +0.4% | +$17K | 2.35% | 7 |
|
|
2019
Q3 | $3.41M | Sell |
15,848
-56
| -0.4% | -$13.5K | 1.86% | 11 |
|
|
2019
Q2 | $3.88M | Buy |
15,904
+14
| +0.1% | +$3.37K | 2.14% | 8 |
|
|
2019
Q1 | $3.93M | Buy |
15,890
+42
| +0.3% | +$10.7K | 3.2% | 6 |
|
|
2018
Q4 | $3.9M | Sell |
15,848
-175
| -1% | -$46.2K | 3.59% | 5 |
|
|
2018
Q3 | $4.26M | Hold |
16,023
| – | – | 2.33% | 6 |
|
|
2018
Q2 | $3.93M | Hold |
16,023
| – | – | 2.26% | 6 |
|
|
2018
Q1 | $3.43M | Sell |
16,023
-831
| -5% | -$190K | 1.92% | 6 |
|
|
2017
Q4 | $3.72M | Buy |
+16,854
| New | +$3.57M | 2.08% | 6 |
|
Other funds holding UNH
VCM
VPM
SimplyRich's UNH Position: Q1 2026 in Review
SimplyRich reduced its UnitedHealth (UNH) stake by 0.66% in Q1 2026, selling an estimated $29.8K and leaving 15,101 shares worth $4.09M. The position accounts for 1.05% of the portfolio, ranked #16.
SimplyRich first reported a position in UNH in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.95M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- SimplyRich held 15,101 shares of UnitedHealth worth $4.09M as of Q1 2026.
- SimplyRich sold 100 UnitedHealth shares in Q1 2026, an estimated $29.8K.
- UnitedHealth made up 1.05% of SimplyRich's portfolio in Q1 2026, its #16 holding.
- SimplyRich first reported a position in UnitedHealth in Q4 2017 and has held it in 34 quarters since.
- SimplyRich's UnitedHealth position peaked at $8.95M in Q3 2024.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.