Intergy Private Wealth
UNH icon

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
Q3 		$254K Buy
693
+58
+9% +$23.3K 0.06% 111
2026
Q2 		$264K Buy
+635
New +$235K 0.06% 113

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Intergy Private Wealth's UNH Position: Q3 2026 in Review

Intergy Private Wealth increased its UnitedHealth (UNH) stake by 9.1% in Q3 2026, buying an estimated $23.3K and bringing the position to 693 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #111.

Intergy Private Wealth first reported a position in UNH in Q2 2026 and has held it in 2 quarters since. The position peaked at $264K in Q2 2026. 968 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Intergy Private Wealth held 693 shares of UnitedHealth worth $254K as of Q3 2026.
  • Intergy Private Wealth bought 58 UnitedHealth shares in Q3 2026, an estimated $23.3K.
  • UnitedHealth made up 0.06% of Intergy Private Wealth's portfolio in Q3 2026, its #111 holding.
  • Intergy Private Wealth first reported a position in UnitedHealth in Q2 2026 and has held it in 2 quarters since.
  • Intergy Private Wealth's UnitedHealth position peaked at $264K in Q2 2026.
  • 968 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.