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Synergy Asset Management’s UnitedHealth UNH Stock Holding History

Synergy Asset Management’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
2025
Q4 		– Sell
-26,142
Closed -$8.16M – 304
2025
Q3 		$8.16M Buy
26,142
+13,071
+100% +$3.95M 0.3% 56
2025
Q2 		$4.08M Buy
13,071
+4,881
+60% +$1.87M 0.47% 38
2025
Q1 		$4.29M Sell
8,190
-7,885
-49% -$4.03M 0.54% 41
2024
Q4 		$8.73M Buy
16,075
+8,305
+107% +$4.72M 0.68% 32
2024
Q3 		$4.54M Sell
7,770
-16,550
-68% -$9.36M 0.69% 33
2024
Q2 		$12.4M Sell
24,320
-7,311
-23% -$3.58M 1.94% 12
2024
Q1 		$15.6M Buy
31,631
+28,324
+856% +$14.4M 2.66% 11
2023
Q4 		$1.74M Sell
3,307
-13,770
-81% -$7.34M 0.31% 73
2023
Q3 		$8.61M Buy
17,077
+1,844
+12% +$908K 1.71% 18
2023
Q2 		$7.32M Buy
15,233
+14,294
+1,522% +$6.99M 1.81% 18
2023
Q1 		$444K Sell
939
-49
-5% -$23.6K 0.11% 86
2022
Q4 		$524K Buy
988
+124
+14% +$65.7K 0.13% 72
2022
Q3 		$437K Sell
864
-13,735
-94% -$7.22M 0.12% 73
2022
Q2 		$7.5M Buy
14,599
+13,478
+1,202% +$6.77M 1.99% 14
2022
Q1 		$572K Sell
1,121
-193
-15% -$93.1K 0.14% 68
2021
Q4 		$660K Sell
1,314
-14,645
-92% -$6.63M 0.16% 60
2021
Q3 		$6.24M Sell
15,959
-4,898
-23% -$2.03M 1.45% 20
2021
Q2 		$8.35M Buy
20,857
+3,327
+19% +$1.33M 2.21% 16
2021
Q1 		$6.52M Buy
+17,530
New +$6.07M 1.95% 15

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Synergy Asset Management's UNH Position: Q4 2025 in Review

Synergy Asset Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 26,142 shares — an estimated $8.16M sold.

Synergy Asset Management first reported a position in UNH in Q1 2021 and held it in 19 quarters. The position peaked at $15.6M in Q1 2024. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Synergy Asset Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Synergy Asset Management sold 26,142 UnitedHealth shares in Q4 2025, an estimated $8.16M.
  • Synergy Asset Management first reported a position in UnitedHealth in Q1 2021 and held it in 19 quarters.
  • Synergy Asset Management's UnitedHealth position peaked at $15.6M in Q1 2024.
  • 3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.