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Intergy Private Wealth’s UnitedHealth UNH Stock Holding History

Intergy Private Wealth’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 		$264K Buy
+635
New +$235K 0.06% 113

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
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

Intergy Private Wealth's UNH Position: Q2 2026 in Review

Intergy Private Wealth opened a new position in UnitedHealth (UNH) in Q2 2026: 635 shares worth $264K. The stake represents 0.06% of the portfolio and ranks #113 among its holdings.

749 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Intergy Private Wealth held 635 shares of UnitedHealth worth $264K as of Q2 2026.
  • UnitedHealth was a new Intergy Private Wealth position in Q2 2026.
  • UnitedHealth made up 0.06% of Intergy Private Wealth's portfolio in Q2 2026, its #113 holding.
  • 749 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.