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Syverson Strege & Co’s UnitedHealth UNH Stock Holding History

Syverson Strege & Co’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 		$788K Sell
1,896
-186
-9% -$68.9K 0.17% 58
2026
Q1 		$563K Sell
2,082
-399
-16% -$119K 0.14% 67
2025
Q4 		$819K Sell
2,481
-302
-11% -$102K 0.19% 52
2025
Q3 		$961K Sell
2,783
-122
-4% -$36.9K 0.23% 50
2025
Q2 		$906K Buy
2,905
+2,019
+228% +$772K 0.21% 50
2025
Q1 		$464K Buy
886
+18
+2% +$9.2K 0.15% 47
2024
Q4 		$439K Buy
868
+206
+31% +$117K 0.15% 48
2024
Q3 		$387K Sell
662
-609
-48% -$344K 0.13% 45
2024
Q2 		$647K Buy
1,271
+565
+80% +$277K 0.22% 39
2024
Q1 		$349K Buy
706
+130
+23% +$66.1K 0.13% 51
2023
Q4 		$303K Buy
576
+68
+13% +$36.3K 0.12% 52
2023
Q3 		$256K Buy
508
+65
+15% +$32K 0.11% 50
2023
Q2 		$213K Sell
443
-232
-34% -$113K 0.09% 59
2023
Q1 		$319K Buy
675
+95
+16% +$45.8K 0.14% 47
2022
Q4 		$307K Buy
580
+2
+0.3% +$1.06K 0.14% 47
2022
Q3 		$292K Buy
578
+1
+0.2% +$526 0.15% 52
2022
Q2 		$296K Buy
577
+1
+0.2% +$502 0.11% 54
2022
Q1 		$294K Sell
576
-17
-3% -$8.2K 0.32% 49
2021
Q4 		$298K Sell
593
-158
-21% -$71.5K 0.22% 51
2021
Q3 		$294K Buy
751
+161
+27% +$66.7K 0.23% 49
2021
Q2 		$236K Buy
590
+19
+3% +$7.58K 0.21% 52
2021
Q1 		$212K Buy
571
+2
+0.4% +$693 0.22% 53
2020
Q4 		$200K Buy
+569
New +$191K 0.19% 53

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

Syverson Strege & Co's UNH Position: Q2 2026 in Review

Syverson Strege & Co reduced its UnitedHealth (UNH) stake by 8.9% in Q2 2026, selling an estimated $68.9K and leaving 1,896 shares worth $788K. The position accounts for 0.17% of the portfolio, ranked #58.

Syverson Strege & Co first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $961K in Q3 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Syverson Strege & Co held 1,896 shares of UnitedHealth worth $788K as of Q2 2026.
  • Syverson Strege & Co sold 186 UnitedHealth shares in Q2 2026, an estimated $68.9K.
  • UnitedHealth made up 0.17% of Syverson Strege & Co's portfolio in Q2 2026, its #58 holding.
  • Syverson Strege & Co first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Syverson Strege & Co's UnitedHealth position peaked at $961K in Q3 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.