Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,161,755
+$9,823,487 QoQ
Shares Held
31,667
+156.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#649
of 3,349 holders
Holding Since
Dec 2022
12 quarters on record
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Simplicity Wealth,LLC holds $19,232,347 across 6 Healthcare Plans names. UNH ranks #1 (68.4% of the industry book) .
All Filings in UNH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,161,755 | 31,667 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,338,268 | 12,337 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,515,341 | 10,649 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,262,049 | 9,447 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,951,451 | 19,077 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,136,577 | 7,898 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,134,643 | 2,243 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,749,552 | 6,413 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $22,264,337 | 43,719 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $15,592,944 | 31,520 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,002,925 | 1,905 | Shares | Sole | 2024-01-29 | |
| 2022-12-31 | $212,602 | 401 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||