Summit Asset Management’s UnitedHealth UNH Stock Holding History

Summit Asset Management’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
2024 Q4	–	Sell	-418	Closed	-$244K	–	173
2024 Q3	$244K	Hold	418	–	–	0.05%	148
2024 Q2	$213K	Hold	418	–	–	0.04%	150
2024 Q1	$207K	Hold	418	–	–	0.04%	153
2023 Q4	$220K	Hold	418	–	–	0.05%	147
2023 Q3	$211K	Hold	418	–	–	0.06%	145
2023 Q2	$201K	Sell	418 -8	-2%	-$3.91K	0.05%	150
2023 Q1	$201K	Hold	426	–	–	0.06%	150
2022 Q4	$226K	Hold	426	–	–	0.07%	143
2022 Q3	$215K	Buy	426 +29	+7%	+$15.2K	0.07%	141
2022 Q2	$204K	Sell	397 -59	-13%	-$29.6K	0.06%	152
2022 Q1	$233K	Hold	456	–	–	0.07%	150
2021 Q4	$229K	Buy	+456	New	+$206K	0.06%	142
2021 Q2	–	Sell	-649	Closed	-$241K	–	146
2021 Q1	$241K	Buy	649 +17	+3%	+$5.89K	0.08%	127
2020 Q4	$222K	Buy	+632	New	+$212K	0.08%	128

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Asset Management's UNH Position: Q4 2024 in Review

Summit Asset Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 418 shares — an estimated $244K sold.

Summit Asset Management first reported a position in UNH in Q4 2020 and held it in 14 quarters. The position peaked at $244K in Q3 2024. 3,681 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Summit Asset Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Summit Asset Management sold 418 UnitedHealth shares in Q4 2024, an estimated $244K.
Summit Asset Management first reported a position in UnitedHealth in Q4 2020 and held it in 14 quarters.
Summit Asset Management's UnitedHealth position peaked at $244K in Q3 2024.
3,681 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Summit Asset Management's 13F filing for Q4 2024, filed 4 Feb 2025.