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UnitedHealth shares owned by Sims Investment Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sims Investment Management from 13F filings

Historical chart of Sims Investment Management investment in UnitedHealth

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All positions including UnitedHealth held by Sims Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Sims Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $593k 1.7k 345.35
2025-06-30 $339k 1.1k 311.84
2025-03-31 $548k 1.0k 523.84
2024-12-31 $522k 1.0k 505.86

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Global X Fds Nasdaq 100 Cover (QYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Global X Fds S&p 500 Covered (XYLD)
John Hancock Exchange Traded Multifactr Sml (JHSC)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Uber Technologies (UBER)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Tesla Motors (TSLA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Sims Investment Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth