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Summa Corp’s UnitedHealth UNH Stock Holding History

Summa Corp’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
2025
Q4 		– Sell
-1,250
Closed -$432K – 84
2025
Q3 		$432K Hold
1,250
– – 0.19% 53
2025
Q2 		$390K Sell
1,250
-235
-16% -$89.8K 0.2% 53
2025
Q1 		$778K Buy
1,485
+35
+2% +$17.9K 0.45% 19
2024
Q4 		$733K Sell
1,450
-47
-3% -$26.7K 0.36% 21
2024
Q3 		$875K Buy
1,497
+247
+20% +$140K 0.42% 18
2024
Q2 		$637K Hold
1,250
– – 0.31% 25
2024
Q1 		$618K Buy
1,250
+300
+32% +$153K 0.34% 25
2023
Q4 		$500K Buy
+950
New +$507K 0.35% 34

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Summa Corp's UNH Position: Q4 2025 in Review

Summa Corp sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 1,250 shares — an estimated $432K sold.

Summa Corp first reported a position in UNH in Q4 2023 and held it in 8 quarters. The position peaked at $875K in Q3 2024. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Summa Corp reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Summa Corp sold 1,250 UnitedHealth shares in Q4 2025, an estimated $432K.
  • Summa Corp first reported a position in UnitedHealth in Q4 2023 and held it in 8 quarters.
  • Summa Corp's UnitedHealth position peaked at $875K in Q3 2024.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Summa Corp's 13F filing for Q4 2025, filed 21 Jan 2026.