SYM Financial Corp
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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
Q3 		$774K Sell
2,108
-19
-0.9% -$7.65K 0.06% 104
2026
Q2 		$884K Sell
2,127
-656
-24% -$243K 0.07% 81
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

SYM Financial Corp's UNH Position: Q3 2026 in Review

SYM Financial Corp reduced its UnitedHealth (UNH) stake by 0.89% in Q3 2026, selling an estimated $7.65K and leaving 2,108 shares worth $774K. The position accounts for 0.06% of the portfolio, ranked #104.

SYM Financial Corp first reported a position in UNH in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.65M in Q1 2025. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • SYM Financial Corp held 2,108 shares of UnitedHealth worth $774K as of Q3 2026.
  • SYM Financial Corp sold 19 UnitedHealth shares in Q3 2026, an estimated $7.65K.
  • UnitedHealth made up 0.06% of SYM Financial Corp's portfolio in Q3 2026, its #104 holding.
  • SYM Financial Corp first reported a position in UnitedHealth in Q3 2023 and has held it in 13 quarters since.
  • SYM Financial Corp's UnitedHealth position peaked at $1.65M in Q1 2025.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.