UnitedHealth shares owned by Simplicity Wealth
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 9.4k | 345.27 |
| 2025-06-30 | $6.0M | 19k | 311.97 |
| 2025-03-31 | $4.1M | 7.9k | 523.78 |
| 2024-12-31 | $1.1M | 2.2k | 505.75 |
| 2024-09-30 | $3.7M | 6.4k | 584.64 |
| 2024-06-30 | $22M | 44k | 509.27 |
| 2024-03-31 | $16M | 32k | 494.69 |
| 2023-12-31 | $1.0M | 1.9k | 526.60 |
| 2022-12-31 | $213k | 401 | 530.19 |