UnitedHealth shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $25k | 60 | 415.63 |
| 2026-03-31 | $27k | 100 | 270.59 |
| 2025-12-31 | $33k | 100 | 330.11 |
| 2025-09-30 | $35k | 100 | 345.30 |
| 2025-06-30 | $31k | 100 | 311.97 |
| 2025-03-31 | $52k | 100 | 523.75 |
| 2024-12-31 | $51k | 100 | 505.86 |
| 2024-09-30 | $59k | 100 | 584.68 |
| 2024-06-30 | $51k | 100 | 509.26 |