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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SYM Financial Corp's UNH Position: Q2 2026 in Review

SYM Financial Corp reduced its UnitedHealth (UNH) stake by 24% in Q2 2026, selling an estimated $243K and leaving 2,127 shares worth $884K. The position accounts for 0.07% of the portfolio, ranked #81.

SYM Financial Corp first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.65M in Q1 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • SYM Financial Corp held 2,127 shares of UnitedHealth worth $884K as of Q2 2026.
  • SYM Financial Corp sold 656 UnitedHealth shares in Q2 2026, an estimated $243K.
  • UnitedHealth made up 0.07% of SYM Financial Corp's portfolio in Q2 2026, its #81 holding.
  • SYM Financial Corp first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
  • SYM Financial Corp's UnitedHealth position peaked at $1.65M in Q1 2025.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.