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Symphony Financial’s UnitedHealth UNH Stock Holding History

Symphony Financial’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 		$2.27M Buy
5,419
+918
+20% +$340K 0.25% 87
2026
Q1 		$1.2M Sell
4,501
-7,963
-64% -$2.37M 0.16% 103
2025
Q4 		$4.14M Sell
12,464
-1,108
-8% -$375K 0.56% 46
2025
Q3 		$4.7M Sell
13,572
-3,414
-20% -$1.03M 0.57% 47
2025
Q2 		$3.97M Buy
16,986
+15,162
+831% +$5.79M 0.52% 52
2025
Q1 		$814K Sell
1,824
-2,860
-61% -$1.46M 0.48% 44
2024
Q4 		$2.45M Sell
4,684
-1,956
-29% -$1.11M 0.39% 57
2024
Q3 		$3.87M Buy
6,640
+740
+13% +$419K 0.64% 44
2024
Q2 		$2.88M Buy
5,900
+1,540
+35% +$755K 0.53% 47
2024
Q1 		$2.16M Sell
4,360
-752
-15% -$382K 0.5% 52
2023
Q4 		$2.67M Buy
5,112
+2,042
+67% +$1.09M 0.57% 44
2023
Q3 		$1.58M Buy
3,070
+65
+2% +$32K 0.39% 50
2023
Q2 		$1.43M Sell
3,005
-96
-3% -$46.9K 0.35% 63
2023
Q1 		$1.46M Sell
3,101
-96
-3% -$46.3K 0.38% 59
2022
Q4 		$1.61M Buy
3,197
+1,938
+154% +$1.03M 0.43% 52
2022
Q3 		$641K Buy
1,259
+44
+4% +$23.1K 0.21% 103
2022
Q2 		$627K Sell
1,215
-61
-5% -$30.6K 0.19% 108
2022
Q1 		$685K Buy
1,276
+46
+4% +$22.2K 0.16% 108
2021
Q4 		$618K Buy
1,230
+468
+61% +$212K 0.17% 104
2021
Q3 		$305K Sell
762
-489
-39% -$203K 0.11% 134
2021
Q2 		$500K Sell
1,251
-1,607
-56% -$641K 0.17% 97
2021
Q1 		$919K Sell
2,858
-6,474
-69% -$2.24M 0.24% 67
2020
Q4 		$3.26M Buy
9,332
+675
+8% +$226K 1.17% 19
2020
Q3 		$2.7M Buy
8,657
+858
+11% +$264K 1.1% 20
2020
Q2 		$2.3M Buy
7,799
+2,026
+35% +$581K 1.11% 21
2020
Q1 		$1.45M Buy
+5,773
New +$1.59M 1% 27

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

Symphony Financial's UNH Position: Q2 2026 in Review

Symphony Financial increased its UnitedHealth (UNH) stake by 20% in Q2 2026, buying an estimated $340K and bringing the position to 5,419 shares worth $2.27M. The position accounts for 0.25% of the portfolio, ranked #87.

Symphony Financial first reported a position in UNH in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.7M in Q3 2025. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Symphony Financial held 5,419 shares of UnitedHealth worth $2.27M as of Q2 2026.
  • Symphony Financial bought 918 UnitedHealth shares in Q2 2026, an estimated $340K.
  • UnitedHealth made up 0.25% of Symphony Financial's portfolio in Q2 2026, its #87 holding.
  • Symphony Financial first reported a position in UnitedHealth in Q1 2020 and has held it in 26 quarters since.
  • Symphony Financial's UnitedHealth position peaked at $4.7M in Q3 2025.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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