SIMS INVESTMENT MANAGEMENT, LLC UNH — UNITEDHEALTH GROUP INC

Ownership history in SIMS INVESTMENT MANAGEMENT, LLC  ·  6 quarters on record

AI Ownership Summary

SIMS INVESTMENT MANAGEMENT, LLC reported UNITEDHEALTH GROUP INC (UNH) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.3% in 2024 Q4. The latest visible filing shows UNH at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UNH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIMS INVESTMENT MANAGEMENT, LLC's position in UNITEDHEALTH GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UNH was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UNH stock page SIMS INVESTMENT MANAGEMENT, LLC fund profile SIMS INVESTMENT MANAGEMENT, LLC full holdings
How SIMS INVESTMENT MANAGEMENT, LLC held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 2,261 +60 +2.7% 0.22% $612K 2026-04-21 $344.05
2025 Q4 ADDED — — — 2,201 +483 +28.1% 0.26% $727K 2026-01-16 $326.60
2025 Q3 ADDED — — — 1,718 +631 +58.0% 0.21% $593K 2025-10-22 $354.28
2025 Q2 ADDED — — — 1,087 +41 +3.9% 0.14% $339K 2025-07-29 $254.26
2025 Q1 ADDED — — — 1,046 +14 +1.4% 0.24% $548K 2025-04-24 $410.27
2024 Q4 INITIATED — — — 1,032 — — 0.30% $522K 2025-02-05 $519.80

🏢 Other funds also holding UNH

As of 2026 Q1 — sorted by position size

53 HOUSE LLP 3Y 7Y 39.93% NAYA CAPITAL MANAGEMENT UK LTD 3Y 7Y 23.15% OBERNDORF WILLIAM E 3Y 7Y 18.03% ELWOOD CAPITAL PARTNERS LP 13.72% Solel Partners LP 3Y 11.95% MARSHFIELD ASSOCIATES 3Y 7Y 10.25% BAYBAN 9.43% Seilern Investment Management Ltd 9.07% Veritas Asset Management LLP 3Y 7Y 8.63% Michelson Medical Research Foundation, Inc. 3Y 8.24%

FAQ About SIMS INVESTMENT MANAGEMENT, LLC and UNH

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIMS INVESTMENT MANAGEMENT, LLC reported owning UNH?

SIMS INVESTMENT MANAGEMENT, LLC reported UNH across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported UNH position in SIMS INVESTMENT MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for UNH was 0.30% in 2024 Q4.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2026 Q1, when SIMS INVESTMENT MANAGEMENT, LLC reported 2,261 shares, equal to 0.22% of portfolio, with an estimated market value of $612K.

What does the chart on this UNH ownership page compare?

The chart compares SIMS INVESTMENT MANAGEMENT, LLC's quarterly UNH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SIMS INVESTMENT MANAGEMENT, LLC time their UNH position?

Based on 13F filing dates vs. subsequent UNH price moves, SIMS INVESTMENT MANAGEMENT, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on UNH relative to SPY over the holding period was -38.2%.

← Back to SIMS INVESTMENT MANAGEMENT, LLC Holdings