SIMON QUICK ADVISORS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1692038 MORRISTOWN, NJ

Position in UNH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,724,056

+$2,204,763 QoQ

Shares Held

13,772

+5.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#923

of 3,349 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Healthcare · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $6,377,260 across 3 Healthcare Plans names. UNH ranks #1 (89.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	13,772	$5,724,056
2	CVS	CVS HEALTH Corp	3,191	$330,108
3	CI	Cigna Group	1,172	$323,096

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,724,056	13,772	+5.9%	Shares	Sole	2026-07-28
2026-03-31	$3,519,293	13,006	+400.6%	Shares	Sole	2026-05-06
2025-12-31	$857,625	2,598	-64.3%	Shares	Sole	2026-01-29
2025-09-30	$2,513,784	7,280	+1.3%	Shares	Sole	2025-10-21
2025-06-30	$2,243,064	7,190	+12.7%	Shares	Sole	2025-10-08
2025-03-31	$3,342,048	6,381	+25.1%	Shares	Sole	2025-04-15
2024-12-31	$2,580,391	5,101	-0.6%	Shares	Sole	2025-01-17
2024-09-30	$3,001,747	5,134	+38.0%	Shares	Sole	2024-10-15
2024-06-30	$1,893,937	3,719	+21.8%	Shares	Sole	2024-08-02
2024-03-31	$1,510,319	3,053	+7.5%	Shares	Sole	2024-04-19
2023-12-31	$1,495,701	2,841	+11.3%	Shares	Sole	2024-01-16
2023-09-30	$1,287,197	2,553	+22.9%	Shares	Sole	2023-10-24
2023-06-30	$998,289	2,077	+13.3%	Shares	Sole	2023-08-01
2023-03-31	$866,257	1,833	+46.5%	Shares	Sole	2023-05-15
2022-12-31	$663,255	1,251	+406.5%	Shares	Sole	2023-01-30
2022-03-31	$125,962	247	+814.8%	Shares	Sole	2022-05-05
2021-12-31	$13,557	27	-98.1%	Shares	Sole	2022-02-08
2021-09-30	$548,989	1,405	+3597.4%	Shares	Sole	2021-10-27
2021-06-30	$15,216	38	+40.7%	Shares	Sole	2021-07-21
2021-03-31	$10,045	27	0.0%	Shares	Sole	2021-05-06
2020-12-31	$9,468	27	-87.7%	Shares	Sole	2021-01-27
2020-09-30	$68,277	219	-35.8%	Shares	Sole	2020-10-26
2020-06-30	$100,577	341	+69.7%	Shares	Sole	2020-08-04
2020-03-31	$50,125	201	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.