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UNH icon

Syntax Research’s UnitedHealth UNH Stock Holding History

Syntax Research’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 		$27.8K Hold
67
– – 0.02% 111
2026
Q1 		$18.1K Hold
67
– – 0.01% 127
2025
Q4 		$22.1K Hold
67
– – 0.01% 118
2025
Q3 		$23.1K Hold
67
– – 0.01% 116
2025
Q2 		$20.9K Hold
67
– – 0.01% 113
2025
Q1 		$35.1K Sell
67
-4
-6% -$2.04K 0.02% 96
2024
Q4 		$35.9K Hold
71
– – 0.03% 98
2024
Q3 		$41.5K Buy
71
+4
+6% +$2.26K 0.03% 97
2024
Q2 		$34.1K Hold
67
– – 0.03% 95
2024
Q1 		$33.1K Hold
67
– – 0.03% 100
2023
Q4 		$35.3K Sell
67
-6
-8% -$3.2K 0.03% 97
2023
Q3 		$36.8K Buy
+73
New +$35.9K 0.03% 102

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

Syntax Research's UNH Position: Q2 2026 in Review

Syntax Research held its UnitedHealth (UNH) position steady in Q2 2026 at 67 shares worth $27.8K. The position accounts for 0.02% of the portfolio, ranked #111.

Syntax Research first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $41.5K in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Syntax Research held 67 shares of UnitedHealth worth $27.8K as of Q2 2026.
  • Syntax Research left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.02% of Syntax Research's portfolio in Q2 2026, its #111 holding.
  • Syntax Research first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
  • Syntax Research's UnitedHealth position peaked at $41.5K in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.