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 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 -12,967	-50%	-$6.59M	0.6%	32
2023 Q4	$13.6M	Buy	25,822 +15,944	+161%	+$8.5M	0.57%	33
2023 Q3	$4.98M	Buy	+9,878	New	+$4.86M	0.62%	30

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Syon Capital's UNH Position: Q1 2026 in Review

Syon Capital reduced its UnitedHealth (UNH) stake by 3.9% in Q1 2026, selling an estimated $113K and leaving 9,246 shares worth $2.5M. The position accounts for 0.13% of the portfolio, ranked #117.

Syon Capital first reported a position in UNH in Q3 2023 and has held it in 11 quarters since. The position peaked at $13.6M in Q4 2023. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Syon Capital held 9,246 shares of UnitedHealth worth $2.5M as of Q1 2026.
Syon Capital sold 378 UnitedHealth shares in Q1 2026, an estimated $113K.
UnitedHealth made up 0.13% of Syon Capital's portfolio in Q1 2026, its #117 holding.
Syon Capital first reported a position in UnitedHealth in Q3 2023 and has held it in 11 quarters since.
Syon Capital's UnitedHealth position peaked at $13.6M in Q4 2023.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.