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Synergy Investment Management’s UnitedHealth UNH Stock Holding History

Synergy Investment 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
2026
Q2 		$891K Buy
2,141
+151
+8% +$56K 0.22% 61
2026
Q1 		$538K Sell
1,990
-86
-4% -$25.6K 0.18% 75
2025
Q4 		$685K Buy
2,076
+190
+10% +$64.4K 0.24% 59
2025
Q3 		$651K Buy
1,886
+132
+8% +$39.9K 0.25% 61
2025
Q2 		$547K Sell
1,754
-17
-1% -$6.5K 0.33% 39
2025
Q1 		$928K Hold
1,771
– – 0.39% 50
2024
Q4 		$896K Buy
+1,771
New +$1.01M 0.39% 44

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 Investment Management's UNH Position: Q2 2026 in Review

Synergy Investment Management increased its UnitedHealth (UNH) stake by 7.6% in Q2 2026, buying an estimated $56K and bringing the position to 2,141 shares worth $891K. The position accounts for 0.22% of the portfolio, ranked #61.

Synergy Investment Management first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $928K in Q1 2025. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Synergy Investment Management held 2,141 shares of UnitedHealth worth $891K as of Q2 2026.
  • Synergy Investment Management bought 151 UnitedHealth shares in Q2 2026, an estimated $56K.
  • UnitedHealth made up 0.22% of Synergy Investment Management's portfolio in Q2 2026, its #61 holding.
  • Synergy Investment Management first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Synergy Investment Management's UnitedHealth position peaked at $928K in Q1 2025.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.