Synergy Investment Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$889,861
+$351,388 QoQ
Shares Held
2,141
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#1,906
of 3,349 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Synergy Investment Management, LLC holds $942,726 across 6 Healthcare Plans names. UNH ranks #1 (94.4% of the industry book) .
All Filings in UNH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889,861 | 2,141 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $538,473 | 1,990 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $685,308 | 2,076 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $651,235 | 1,886 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $547,195 | 1,754 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $927,561 | 1,771 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $895,878 | 1,771 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||