SIMA Wealth Partners, LLC
Position in UNH — Unitedhealth Group Inc
CIK 2135539
NORTH CHESTERFIELD, VA
Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$24,937
-$2,122 QoQ
Shares Held
60
-40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#3,256
of 3,349 holders
Holding Since
Jun 2024
9 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, 2026SIMA Wealth Partners, LLC holds $39,121 across 3 Healthcare Plans names. UNH ranks #1 (63.7% of the industry book) .
All Filings in UNH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,937 | 60 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $27,059 | 100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,011 | 100 | Shares | Sole | 2026-05-28 | |
| 2025-09-30 | $34,530 | 100 | Shares | Sole | 2026-05-28 | |
| 2025-06-30 | $31,197 | 100 | Shares | Sole | 2026-06-15 | |
| 2025-03-31 | $52,375 | 100 | Shares | Sole | 2026-06-15 | |
| 2024-12-31 | $50,586 | 100 | Shares | Sole | 2026-06-15 | |
| 2024-09-30 | $58,468 | 100 | Shares | Sole | 2026-06-15 | |
| 2024-06-30 | $50,926 | 100 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||