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Cyndeo Wealth Partners’s UnitedHealth UNH Stock Holding History

Cyndeo Wealth Partners’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Buy
3,159
+235
+8% +$87.1K 0.06% 229
2026
Q1 		$791K Sell
2,924
-1,635
-36% -$487K 0.04% 257
2025
Q4 		$1.5M Sell
4,559
-1,161
-20% -$393K 0.08% 198
2025
Q3 		$1.98M Sell
5,720
-181
-3% -$54.7K 0.11% 170
2025
Q2 		$1.84M Sell
5,901
-21,426
-78% -$8.19M 0.11% 171
2025
Q1 		$14.3M Sell
27,327
-2,788
-9% -$1.43M 0.94% 26
2024
Q4 		$15.2M Buy
30,115
+1,273
+4% +$723K 1.03% 22
2024
Q3 		$16.9M Buy
28,842
+2,957
+11% +$1.67M 1.18% 13
2024
Q2 		$13.2M Buy
25,885
+2,041
+9% +$1M 1.03% 20
2024
Q1 		$11.8M Sell
23,844
-1,051
-4% -$534K 0.98% 21
2023
Q4 		$13.1M Buy
24,895
+7,192
+41% +$3.84M 1.21% 15
2023
Q3 		$8.93M Sell
17,703
-316
-2% -$156K 0.93% 25
2023
Q2 		$8.66M Buy
18,019
+2,059
+13% +$1.01M 0.91% 22
2023
Q1 		$7.54M Sell
15,960
-6,399
-29% -$3.09M 0.81% 28
2022
Q4 		$11.9M Buy
+22,359
New +$11.8M 1.39% 10

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Cyndeo Wealth Partners's UNH Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its UnitedHealth (UNH) stake by 8% in Q2 2026, buying an estimated $87.1K and bringing the position to 3,159 shares worth $1.31M. The position accounts for 0.06% of the portfolio, ranked #229.

Cyndeo Wealth Partners first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.9M in Q3 2024. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cyndeo Wealth Partners held 3,159 shares of UnitedHealth worth $1.31M as of Q2 2026.
  • Cyndeo Wealth Partners bought 235 UnitedHealth shares in Q2 2026, an estimated $87.1K.
  • UnitedHealth made up 0.06% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #229 holding.
  • Cyndeo Wealth Partners first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's UnitedHealth position peaked at $16.9M in Q3 2024.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.