Symmetry Partners’s UnitedHealth UNH Stock Holding History

Symmetry Partners’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	$433K	Buy	+1,041	New	+$386K	0.02%	141
2026 Q1	–	Sell	-790	Closed	-$261K	–	222
2025 Q4	$261K	Sell	790 -46	-6%	-$15.6K	0.02%	156
2025 Q3	$289K	Buy	+836	New	+$253K	0.03%	124
2024 Q3	–	Sell	-4,371	Closed	-$2.23M	–	479
2024 Q2	$2.23M	Sell	4,371 -1,579	-27%	-$774K	0.11%	77
2024 Q1	$2.94M	Hold	5,950	–	–	0.23%	63
2023 Q4	$3.12M	Sell	5,950 -356	-6%	-$190K	0.17%	62
2023 Q3	$3.18M	Sell	6,306 -8,456	-57%	-$4.16M	0.17%	66
2023 Q2	$7.09M	Buy	14,762 +301	+2%	+$147K	0.38%	53
2023 Q1	$6.83M	Buy	14,461 +104	+0.7%	+$50.2K	0.38%	48
2022 Q4	$7.61M	Sell	14,357 -368	-2%	-$195K	0.45%	45
2022 Q3	$7.44M	Sell	14,725 -78	-0.5%	-$41K	0.5%	41
2022 Q2	$7.6M	Sell	14,803 -457	-3%	-$230K	0.51%	37
2022 Q1	$7.78M	Buy	15,260 +7,672	+101%	+$3.7M	0.49%	37
2021 Q4	$3.81M	Sell	7,588 -196	-3%	-$88.7K	0.24%	56
2021 Q3	$3.06M	Sell	7,784 -6,600	-46%	-$2.73M	0.2%	66
2021 Q2	$5.76M	Sell	14,384 -3,352	-19%	-$1.34M	0.38%	46
2021 Q1	$6.6M	Buy	17,736 +11	+0.1%	+$3.81K	0.47%	36
2020 Q4	$6.22M	Buy	17,725 +173	+1%	+$58K	0.48%	36
2020 Q3	$5.47M	Buy	17,552 +8,385	+91%	+$2.58M	0.47%	39
2020 Q2	$2.7M	Buy	+9,167	New	+$2.63M	0.34%	46
2019 Q4	–	Sell	-2,347	Closed	-$510K	–	369
2019 Q3	$510K	Sell	2,347 -2,780	-54%	-$671K	0.11%	153
2019 Q2	$1.25M	Sell	5,127 -6,661	-57%	-$1.6M	0.26%	57
2019 Q1	$2.92M	Buy	11,788 +1,481	+14%	+$378K	0.5%	28
2018 Q4	$2.57M	Buy	+10,307	New	+$2.72M	0.65%	28

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Symmetry Partners's UNH Position: Q2 2026 in Review

Symmetry Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 1,041 shares worth $433K. The stake represents 0.02% of the portfolio and ranks #141 among its holdings. This is a return to the name: Symmetry Partners previously reported a position in UNH as recently as Q4 2025.

Symmetry Partners first reported a position in UNH in Q4 2018 and has held it in 24 quarters since. The position peaked at $7.78M in Q1 2022. 1,458 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Symmetry Partners held 1,041 shares of UnitedHealth worth $433K as of Q2 2026.
UnitedHealth was a new Symmetry Partners position in Q2 2026.
UnitedHealth made up 0.02% of Symmetry Partners's portfolio in Q2 2026, its #141 holding.
Symmetry Partners first reported a position in UnitedHealth in Q4 2018 and has held it in 24 quarters since.
Symmetry Partners's UnitedHealth position peaked at $7.78M in Q1 2022.
1,458 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.