Financial Synergies Wealth Advisors’s UnitedHealth UNH Stock Holding History

Financial Synergies Wealth Advisors’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	$2.2M	Buy	5,305 +58	+1%	+$21.5K	0.19%	45
2026 Q1	$1.42M	Sell	5,247 -59	-1%	-$17.6K	0.14%	55
2025 Q4	$1.75M	Buy	5,306 +24	+0.5%	+$8.13K	0.17%	44
2025 Q3	$1.82M	Buy	5,282 +20	+0.4%	+$6.05K	0.18%	42
2025 Q2	$1.64M	Buy	+5,262	New	+$2.01M	0.18%	42
2024 Q2	–	Sell	-117	Closed	-$57.9K	–	445
2024 Q1	$57.9K	Hold	117	–	–	0.01%	121
2023 Q4	$62K	Hold	117	–	–	0.01%	91
2023 Q3	$59K	Hold	117	–	–	0.01%	108
2023 Q2	$56.2K	Sell	117 -4	-3%	-$1.96K	0.01%	106
2023 Q1	$57.2K	Buy	121 +4	+3%	+$1.93K	0.01%	105
2022 Q4	$62K	Buy	117 +41	+54%	+$21.7K	0.01%	91
2022 Q3	$38.4K	Hold	76	–	–	0.01%	100
2022 Q2	$39K	Sell	76 -462	-86%	-$232K	0.01%	112
2022 Q1	$274K	Hold	538	–	–	0.04%	53
2021 Q4	$270K	Hold	538	–	–	0.04%	61
2021 Q3	$210K	Hold	538	–	–	0.03%	64
2021 Q2	$215K	Sell	538 -50	-9%	-$19.9K	0.03%	59
2021 Q1	$219K	Buy	+588	New	+$204K	0.03%	55

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Financial Synergies Wealth Advisors's UNH Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its UnitedHealth (UNH) stake by 1.1% in Q2 2026, buying an estimated $21.5K and bringing the position to 5,305 shares worth $2.2M. The position accounts for 0.19% of the portfolio, ranked #45.

Financial Synergies Wealth Advisors first reported a position in UNH in Q1 2021 and has held it in 18 quarters since. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Financial Synergies Wealth Advisors held 5,305 shares of UnitedHealth worth $2.2M as of Q2 2026.
Financial Synergies Wealth Advisors bought 58 UnitedHealth shares in Q2 2026, an estimated $21.5K.
UnitedHealth made up 0.19% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Financial Synergies Wealth Advisors first reported a position in UnitedHealth in Q1 2021 and has held it in 18 quarters since.
568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.