SAM
UNH icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return