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Syntegra Private Wealth Group’s UnitedHealth UNH Stock Holding History

Syntegra Private Wealth 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 		$869K Buy
2,090
+148
+8% +$54.9K 0.07% 77
2026
Q1 		$526K Buy
1,942
+92
+5% +$27.4K 0.05% 104
2025
Q4 		$611K Buy
1,850
+14
+0.8% +$4.74K 0.06% 87
2025
Q3 		$634K Buy
1,836
+125
+7% +$37.8K 0.06% 82
2025
Q2 		$534K Buy
1,711
+127
+8% +$48.5K 0.05% 89
2025
Q1 		$830K Sell
1,584
-1,149
-42% -$587K 0.1% 58
2024
Q4 		$1.38M Sell
2,733
-60
-2% -$34.1K 0.16% 44
2024
Q3 		$1.63M Buy
2,793
+45
+2% +$25.5K 0.19% 38
2024
Q2 		$1.4M Buy
2,748
+37
+1% +$18.1K 0.18% 40
2024
Q1 		$1.34M Buy
2,711
+22
+0.8% +$11.2K 0.17% 40
2023
Q4 		$1.42M Buy
2,689
+173
+7% +$92.3K 0.2% 33
2023
Q3 		$1.27M Buy
2,516
+66
+3% +$32.5K 0.2% 39
2023
Q2 		$1.18M Buy
2,450
+289
+13% +$141K 0.18% 40
2023
Q1 		$1.02M Buy
2,161
+17
+0.8% +$8.2K 0.18% 41
2022
Q4 		$1.14M Buy
+2,144
New +$1.14M 0.23% 34

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Syntegra Private Wealth Group's UNH Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its UnitedHealth (UNH) stake by 7.6% in Q2 2026, buying an estimated $54.9K and bringing the position to 2,090 shares worth $869K. The position accounts for 0.07% of the portfolio, ranked #77.

Syntegra Private Wealth Group first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.63M in Q3 2024. 548 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Syntegra Private Wealth Group held 2,090 shares of UnitedHealth worth $869K as of Q2 2026.
  • Syntegra Private Wealth Group bought 148 UnitedHealth shares in Q2 2026, an estimated $54.9K.
  • UnitedHealth made up 0.07% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #77 holding.
  • Syntegra Private Wealth Group first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Syntegra Private Wealth Group's UnitedHealth position peaked at $1.63M in Q3 2024.
  • 548 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.