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SYM Financial Corp’s UnitedHealth UNH Stock Holding History

SYM Financial Corp’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
Q1 		$753K Buy
2,783
+89
+3% +$26.5K 0.08% 81
2025
Q4 		$889K Sell
2,694
-203
-7% -$68.8K 0.09% 62
2025
Q3 		$1M Sell
2,897
-418
-13% -$126K 0.11% 56
2025
Q2 		$1.03M Buy
3,315
+157
+5% +$60K 0.12% 58
2025
Q1 		$1.65M Buy
3,158
+309
+11% +$158K 0.2% 29
2024
Q4 		$1.44M Buy
2,849
+1,892
+198% +$1.08M 0.19% 35
2024
Q3 		$559K Buy
957
+165
+21% +$93.3K 0.07% 67
2024
Q2 		$404K Buy
792
+291
+58% +$143K 0.06% 67
2024
Q1 		$248K Sell
501
-78
-13% -$39.7K 0.04% 85
2023
Q4 		$305K Buy
579
+134
+30% +$71.5K 0.05% 73
2023
Q3 		$224K Buy
+445
New +$219K 0.04% 84

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SYM Financial Corp's UNH Position: Q1 2026 in Review

SYM Financial Corp increased its UnitedHealth (UNH) stake by 3.3% in Q1 2026, buying an estimated $26.5K and bringing the position to 2,783 shares worth $753K. The position accounts for 0.08% of the portfolio, ranked #81.

SYM Financial Corp first reported a position in UNH in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.65M in Q1 2025. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • SYM Financial Corp held 2,783 shares of UnitedHealth worth $753K as of Q1 2026.
  • SYM Financial Corp bought 89 UnitedHealth shares in Q1 2026, an estimated $26.5K.
  • UnitedHealth made up 0.08% of SYM Financial Corp's portfolio in Q1 2026, its #81 holding.
  • SYM Financial Corp first reported a position in UnitedHealth in Q3 2023 and has held it in 11 quarters since.
  • SYM Financial Corp's UnitedHealth position peaked at $1.65M in Q1 2025.
  • 3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.