Syverson Strege & Co

Position in UNH — Unitedhealth Group Inc

CIK 1682057 WEST DES MOINES, IA

Position in UNH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$788,034

+$224,666 QoQ

Shares Held

1,896

-8.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#1,994

of 3,349 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Syverson Strege & Co holds $1,514,481 across 3 Healthcare Plans names. UNH ranks #1 (52.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,896	$788,034
2	CVS	CVS HEALTH Corp	5,011	$518,387
3	ELV	Elevance Health, Inc.	538	$208,060

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$788,034	1,896	-8.9%	Shares	Sole	2026-08-06
2026-03-31	$563,368	2,082	-16.1%	Shares	Sole	2026-05-04
2025-12-31	$819,002	2,481	-10.9%	Shares	Sole	2026-02-09
2025-09-30	$960,969	2,783	-4.2%	Shares	Sole	2025-12-01
2025-06-30	$906,272	2,905	+227.9%	Shares	Sole	2025-08-04
2025-03-31	$464,042	886	+2.1%	Shares	Sole	2025-05-13
2024-12-31	$439,086	868	+31.1%	Shares	Sole	2025-02-11
2024-09-30	$387,058	662	-47.9%	Shares	Sole	2024-11-12
2024-06-30	$647,269	1,271	+80.0%	Shares	Sole	2024-08-07
2024-03-31	$349,258	706	+22.6%	Shares	Sole	2024-04-30
2023-12-31	$303,246	576	+13.4%	Shares	Sole	2024-02-14
2023-09-30	$256,128	508	+14.7%	Shares	Sole	2023-11-09
2023-06-30	$212,923	443	-34.4%	Shares	Sole	2023-08-04
2023-03-31	$318,998	675	+16.4%	Shares	Sole	2023-05-03
2022-12-31	$307,504	580	+0.3%	Shares	Sole	2023-02-07
2022-09-30	$291,913	578	+0.2%	Shares	Sole	2022-11-09
2022-06-30	$296,364	577	+0.2%	Shares	Sole	2022-08-11
2022-03-31	$293,742	576	-2.9%	Shares	Sole	2022-04-13
2021-12-31	$297,769	593	-21.0%	Shares	Other	2022-01-19
2021-09-30	$293,445	751	+27.3%	Shares	Sole	2021-11-02
2021-06-30	$236,259	590	+3.3%	Shares	Sole	2021-08-04
2021-03-31	$212,451	571	+0.4%	Shares	Sole	2021-05-07
2020-12-31	$199,536	569	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.