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Synergy Financial Group’s UnitedHealth UNH Stock Holding History

Synergy Financial Group’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 		$369K Buy
887
+27
+3% +$10K 0.27% 71
2026
Q1 		$233K Buy
+860
New +$256K 0.17% 111
2025
Q2 		– Sell
-416
Closed -$218K – 113
2025
Q1 		$218K Sell
416
-20
-5% -$10.2K 0.2% 101
2024
Q4 		$221K Buy
436
+15
+4% +$8.52K 0.18% 93
2024
Q3 		$246K Buy
+421
New +$238K 0.23% 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

Synergy Financial Group's UNH Position: Q2 2026 in Review

Synergy Financial Group increased its UnitedHealth (UNH) stake by 3.1% in Q2 2026, buying an estimated $10K and bringing the position to 887 shares worth $369K. The position accounts for 0.27% of the portfolio, ranked #71.

Synergy Financial Group first reported a position in UNH in Q3 2024 and has held it in 5 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Synergy Financial Group held 887 shares of UnitedHealth worth $369K as of Q2 2026.
  • Synergy Financial Group bought 27 UnitedHealth shares in Q2 2026, an estimated $10K.
  • UnitedHealth made up 0.27% of Synergy Financial Group's portfolio in Q2 2026, its #71 holding.
  • Synergy Financial Group first reported a position in UnitedHealth in Q3 2024 and has held it in 5 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.