Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,017,462
+$405,659 QoQ
Shares Held
2,448
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.10%
of 13F equity value
Holder Rank
#1,803
of 3,349 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026SIMS INVESTMENT MANAGEMENT, LLC holds $1,059,770 across 3 Healthcare Plans names. UNH ranks #1 (96.0% of the industry book) .
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,017,462 | 2,448 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $611,803 | 2,261 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $726,572 | 2,201 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $593,225 | 1,718 | Shares | Sole | 2026-01-16 | |
| 2025-06-30 | $339,111 | 1,087 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $547,842 | 1,046 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $522,047 | 1,032 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||