Syon Capital’s UnitedHealth UNH Stock Holding History

Syon Capital’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	$4.81M	Buy	11,562 +2,316	+25%	+$858K	0.21%	69
2026 Q1	$2.5M	Sell	9,246 -378	-4%	-$113K	0.13%	117
2025 Q4	$3.18M	Buy	9,624 +1,255	+15%	+$425K	0.16%	91
2025 Q3	$2.89M	Sell	8,369 -986	-11%	-$298K	0.16%	88
2025 Q2	$2.92M	Sell	9,355 -4,987	-35%	-$1.91M	0.19%	76
2025 Q1	$7.51M	Buy	14,342 +1,388	+11%	+$710K	0.61%	40
2024 Q4	$6.55M	Sell	12,954 -931	-7%	-$529K	0.59%	35
2024 Q3	$8.12M	Buy	13,885 +79	+0.6%	+$44.7K	0.72%	30
2024 Q2	$7.03M	Buy	13,806 +951	+7%	+$466K	0.65%	31
2024 Q1	$6.36M	Sell	12,855 -56	-0.4%	-$28.5K	0.6%	32
2023 Q4	$6.8M	Buy	12,911 +3,033	+31%	+$1.62M	0.7%	26
2023 Q3	$4.98M	Buy	+9,878	New	+$4.86M	0.62%	30

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Syon Capital's UNH Position: Q2 2026 in Review

Syon Capital increased its UnitedHealth (UNH) stake by 25% in Q2 2026, buying an estimated $858K and bringing the position to 11,562 shares worth $4.81M. The position accounts for 0.21% of the portfolio, ranked #69.

Syon Capital first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.12M in Q3 2024. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Syon Capital held 11,562 shares of UnitedHealth worth $4.81M as of Q2 2026.
Syon Capital bought 2,316 UnitedHealth shares in Q2 2026, an estimated $858K.
UnitedHealth made up 0.21% of Syon Capital's portfolio in Q2 2026, its #69 holding.
Syon Capital first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
Syon Capital's UnitedHealth position peaked at $8.12M in Q3 2024.
3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.