UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1846368
As of 2026-06-30, Simplify Asset Management Inc. reported 42.21K UNH (shares), valued at $17.54M, or 0.25% of its reported non-derivative portfolio. Filed 2026-07-16.
Verify history & sources →Shares increased 1355.08%; reported value increased 2135.03%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.25% | 42,212 | SEC filing ↗Filed Jul 16, 2026 |
| Q1 2026 | 0.01% | 2,901 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 0.54% | 99,807 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 0.21% | 29,360 | SEC filing ↗Filed Oct 20, 2025 |
| Q2 2025 | 0.08% | 4,051 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 0.33% | 13,427 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 0.42% | 12,057 | SEC filing ↗Filed Feb 11, 2025 |
| Q3 2024 | 0.82% | 20,372 | SEC filing ↗Filed Nov 12, 2024Amended |
| Q2 2024 | 0.61% | 13,600 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 0.09% | 1,900 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 0.29% | 3,511 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 0.40% | 4,785 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.40% | 4,785 | $2.41M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 0.29% | 3,511 | $1.85M | Shares decreased 26.62%; reported value decreased 23.38%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 0.09% | 1,900 | $939.93K | Shares decreased 45.88%; reported value decreased 49.15%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 0.61% | 13,600 | $6.93M | Shares increased 615.79%; reported value increased 636.86%, and weight changed +0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 0.82% | 20,372 | $11.91M | Shares increased 49.79%; reported value increased 71.98%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 0.42% | 12,057 | $6.10M | Shares decreased 40.82%; reported value decreased 48.79%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 0.33% | 13,427 | $7.03M | Shares increased 11.36%; reported value increased 15.30%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 0.08% | 4,051 | $1.26M | Shares decreased 69.83%; reported value decreased 82.03%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 0.21% | 29,360 | $10.14M | Shares increased 624.76%; reported value increased 702.19%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 20, 2025 |
| Q4 2025 | 0.54% | 99,807 | $32.95M | Shares increased 239.94%; reported value increased 224.99%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 0.01% | 2,901 | $784.98K | Shares decreased 97.09%; reported value decreased 97.62%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 0.25% | 42,212 | $17.54M | Shares increased 1355.08%; reported value increased 2135.03%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.