Sierra Summit Advisors’s UnitedHealth UNH Stock Holding History

Sierra Summit Advisors’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 Q2	$2.3M	Sell	5,528 -1,384	-20%	-$513K	0.26%	61
2026 Q1	$1.87M	Buy	6,912 +217	+3%	+$64.6K	0.27%	63
2025 Q4	$2.21M	Buy	6,695 +108	+2%	+$36.6K	0.34%	49
2025 Q3	$2.27M	Buy	6,587 +4,067	+161%	+$1.23M	0.35%	50
2025 Q2	$786K	Sell	2,520 -469	-16%	-$179K	0.14%	104
2025 Q1	$1.57M	Sell	2,989 -333	-10%	-$170K	0.34%	53
2024 Q4	$1.68M	Sell	3,322 -461	-12%	-$262K	0.34%	48
2024 Q3	$2.21M	Buy	3,783 +469	+14%	+$265K	0.51%	40
2024 Q2	$1.69M	Sell	3,314 -10,693	-76%	-$5.24M	0.42%	42
2024 Q1	$6.93M	Buy	14,007 +763	+6%	+$388K	1.89%	23
2023 Q4	$6.97M	Buy	+13,244	New	+$7.06M	2.03%	17

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sierra Summit Advisors's UNH Position: Q2 2026 in Review

Sierra Summit Advisors reduced its UnitedHealth (UNH) stake by 20% in Q2 2026, selling an estimated $513K and leaving 5,528 shares worth $2.3M. The position accounts for 0.26% of the portfolio, ranked #61.

Sierra Summit Advisors first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.97M in Q4 2023. 1,755 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Sierra Summit Advisors held 5,528 shares of UnitedHealth worth $2.3M as of Q2 2026.
Sierra Summit Advisors sold 1,384 UnitedHealth shares in Q2 2026, an estimated $513K.
UnitedHealth made up 0.26% of Sierra Summit Advisors's portfolio in Q2 2026, its #61 holding.
Sierra Summit Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Sierra Summit Advisors's UnitedHealth position peaked at $6.97M in Q4 2023.
1,755 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.