UnitedHealth shares owned by Synergy Financial Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 26k | 311.97 |
| 2025-06-30 | $4.1M | 13k | 311.97 |
| 2025-03-31 | $4.3M | 8.2k | 523.75 |
| 2024-12-31 | $8.1M | 16k | 504.51 |
| 2024-09-30 | $4.5M | 7.8k | 584.68 |
| 2024-06-30 | $12M | 24k | 509.26 |
| 2024-03-31 | $16M | 32k | 494.70 |
| 2023-12-31 | $1.7M | 3.3k | 526.47 |
| 2023-09-30 | $8.6M | 17k | 504.19 |
| 2023-06-30 | $7.3M | 15k | 480.64 |
| 2023-03-31 | $444k | 939 | 472.59 |
| 2022-12-31 | $524k | 988 | 530.18 |
| 2022-09-30 | $437k | 864 | 505.55 |
| 2022-06-30 | $7.5M | 15k | 513.65 |
| 2022-03-31 | $572k | 1.1k | 510.30 |
| 2021-12-31 | $660k | 1.3k | 502.05 |
| 2021-09-30 | $6.2M | 16k | 390.74 |
| 2021-06-30 | $8.4M | 21k | 400.42 |
| 2021-03-31 | $6.5M | 18k | 372.05 |
More positions owned by Synergy Financial Management
View all positions for Synergy Financial Management