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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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All positions including UnitedHealth held by SIMA Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $27k 100 270.59
2025-12-31 $33k 100 330.11
2025-09-30 $35k 100 345.30

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

Top funds holding UnitedHealth

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Citadel Advisors
Capital Research Global Investors
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Bank of America Corporation

View all funds holding UnitedHealth