SIM
UNH icon

Sims Investment Management’s UnitedHealth UNH Stock Holding History

Sims Investment 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
Q3 		$941K Buy
2,563
+115
+5% +$46.3K 0.29% 22
2026
Q2 		$1.02M Buy
2,448
+187
+8% +$69.3K 0.31% 21
2026
Q1 		$612K Buy
2,261
+60
+3% +$17.9K 0.22% 25
2025
Q4 		$727K Buy
2,201
+483
+28% +$164K 0.26% 25
2025
Q3 		$593K Buy
1,718
+631
+58% +$191K 0.21% 27
2025
Q2 		$339K Buy
1,087
+41
+4% +$15.7K 0.14% 35
2025
Q1 		$548K Buy
1,046
+14
+1% +$7.16K 0.24% 30
2024
Q4 		$522K Buy
+1,032
New +$586K 0.3% 25

Other funds holding UNH

DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sims Investment Management's UNH Position: Q3 2026 in Review

Sims Investment Management increased its UnitedHealth (UNH) stake by 4.7% in Q3 2026, buying an estimated $46.3K and bringing the position to 2,563 shares worth $941K. The position accounts for 0.29% of the portfolio, ranked #22.

Sims Investment Management first reported a position in UNH in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q2 2026. 359 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Sims Investment Management held 2,563 shares of UnitedHealth worth $941K as of Q3 2026.
  • Sims Investment Management bought 115 UnitedHealth shares in Q3 2026, an estimated $46.3K.
  • UnitedHealth made up 0.29% of Sims Investment Management's portfolio in Q3 2026, its #22 holding.
  • Sims Investment Management first reported a position in UnitedHealth in Q4 2024 and has held it in 8 quarters since.
  • Sims Investment Management's UnitedHealth position peaked at $1.02M in Q2 2026.
  • 359 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.