Symphony Financial, Ltd. Co.

Position in UNH — Unitedhealth Group Inc

CIK 1800687 HOUSTON, TX

Position in UNH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,252,298

+$1,034,373 QoQ

Shares Held

5,419

+20.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#1,345

of 3,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Symphony Financial, Ltd. Co. holds $3,280,208 across 4 Healthcare Plans names. UNH ranks #1 (68.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	5,419	$2,252,298
2	CNC	Centene Corp	7,200	$462,168
3	MOH	Molina Healthcare, Inc.	1,241	$283,816
4	ELV	Elevance Health, Inc.	729	$281,926

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,252,298	5,419	+20.4%	Shares	Sole	2026-08-04
2026-03-31	$1,217,925	4,501	-63.9%	Shares	Sole	2026-05-01
2025-12-31	$4,114,491	12,464	-8.2%	Shares	Sole	2026-02-11
2025-09-30	$4,686,411	13,572	-20.1%	Shares	Sole	2025-10-31
2025-06-30	$5,299,122	16,986	+831.2%	Shares	Sole	2025-08-15
2025-03-31	$955,320	1,824	-61.1%	Shares	Sole	2025-04-23
2024-12-31	$2,369,448	4,684	-29.5%	Shares	Sole	2025-01-24
2024-09-30	$3,882,275	6,640	+12.5%	Shares	Sole	2024-10-21
2024-06-30	$3,004,634	5,900	+35.3%	Shares	Sole	2024-07-18
2024-03-31	$2,156,892	4,360	-14.7%	Shares	Sole	2024-04-17
2023-12-31	$2,691,314	5,112	+66.5%	Shares	Sole	2024-01-18
2023-09-30	$1,547,863	3,070	+2.2%	Shares	Sole	2023-11-07
2023-06-30	$1,444,323	3,005	-3.1%	Shares	Sole	2023-07-12
2023-03-31	$1,465,501	3,101	-3.0%	Shares	Sole	2023-05-03
2022-12-31	$1,694,985	3,197	+153.9%	Shares	Sole	2023-01-26
2022-09-30	$635,845	1,259	+3.6%	Shares	Sole	2022-10-28
2022-06-30	$624,060	1,215	-4.8%	Shares	Sole	2022-07-18
2022-03-31	$650,721	1,276	+3.7%	Shares	Sole	2022-05-13
2021-12-31	$617,632	1,230	+61.4%	Shares	Sole	2022-01-19
2021-09-30	$297,743	762	-39.1%	Shares	Sole	2021-10-12
2021-06-30	$500,950	1,251	-56.2%	Shares	Sole	2021-07-13
2021-03-31	$1,063,376	2,858	-69.4%	Shares	Sole	2021-04-15
2020-12-31	$3,272,545	9,332	+7.8%	Shares	Sole	2021-01-13
2020-09-30	$2,698,992	8,657	+11.0%	Shares	Sole	2020-10-09
2020-06-30	$2,300,315	7,799	+35.1%	Shares	Sole	2020-07-08
2020-03-31	$1,439,670	5,773	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.