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Summit Investment Advisors, Inc.\KS’s UnitedHealth UNH Stock Holding History

Summit Investment Advisors, Inc.\KS’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
Q3 		$637K Buy
1,736
+4
+0.2% +$1.61K 0.29% 48
2026
Q2 		$720K Sell
1,732
-296
-15% -$110K 0.33% 43
2026
Q1 		$549K Buy
2,028
+5
+0.2% +$1.49K 0.28% 52
2025
Q4 		$668K Buy
+2,023
New +$686K 0.36% 45

Other funds holding UNH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's UNH Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS increased its UnitedHealth (UNH) stake by 0.23% in Q3 2026, buying an estimated $1.61K and bringing the position to 1,736 shares worth $637K. The position accounts for 0.29% of the portfolio, ranked #48.

Summit Investment Advisors, Inc.\KS first reported a position in UNH in Q4 2025 and has held it in 4 quarters since. The position peaked at $720K in Q2 2026. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Summit Investment Advisors, Inc.\KS held 1,736 shares of UnitedHealth worth $637K as of Q3 2026.
  • Summit Investment Advisors, Inc.\KS bought 4 UnitedHealth shares in Q3 2026, an estimated $1.61K.
  • UnitedHealth made up 0.29% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #48 holding.
  • Summit Investment Advisors, Inc.\KS first reported a position in UnitedHealth in Q4 2025 and has held it in 4 quarters since.
  • Summit Investment Advisors, Inc.\KS's UnitedHealth position peaked at $720K in Q2 2026.
  • 2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.