Summit Financial Strategies’s UnitedHealth UNH Stock Holding History

Summit Financial Strategies’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	$584K	Sell	1,406 -1	-0.1%	-$371	0.04%	92
2026 Q1	$381K	Sell	1,407 -75	-5%	-$22.3K	0.03%	113
2025 Q4	$489K	Sell	1,482 -255	-15%	-$86.4K	0.04%	91
2025 Q3	$600K	Sell	1,737 -17	-1%	-$5.14K	0.05%	81
2025 Q2	$547K	Buy	1,754 +337	+24%	+$129K	0.05%	83
2025 Q1	$742K	Buy	1,417 +52	+4%	+$26.6K	0.07%	66
2024 Q4	$690K	Hold	1,365	–	–	0.08%	66
2024 Q3	$798K	Sell	1,365 -38	-3%	-$21.5K	0.09%	64
2024 Q2	$714K	Sell	1,403 -47	-3%	-$23K	0.09%	67
2024 Q1	$717K	Buy	1,450 +670	+86%	+$341K	0.1%	67
2023 Q4	$411K	Sell	780 -33	-4%	-$17.6K	0.06%	86
2023 Q3	$410K	Buy	813 +36	+5%	+$17.7K	0.08%	76
2023 Q2	$373K	Buy	+777	New	+$380K	0.07%	87
2022 Q1	–	Sell	-446	Closed	-$224K	–	131
2021 Q4	$224K	Buy	+446	New	+$202K	0.04%	112

Other funds holding UNH

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

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

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

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Summit Financial Strategies's UNH Position: Q2 2026 in Review

Summit Financial Strategies reduced its UnitedHealth (UNH) stake by 0.07% in Q2 2026, selling an estimated $371 and leaving 1,406 shares worth $584K. The position accounts for 0.04% of the portfolio, ranked #92.

Summit Financial Strategies first reported a position in UNH in Q4 2021 and has held it in 14 quarters since. The position peaked at $798K in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Summit Financial Strategies held 1,406 shares of UnitedHealth worth $584K as of Q2 2026.
Summit Financial Strategies sold 1 UnitedHealth share in Q2 2026, an estimated $371.
UnitedHealth made up 0.04% of Summit Financial Strategies's portfolio in Q2 2026, its #92 holding.
Summit Financial Strategies first reported a position in UnitedHealth in Q4 2021 and has held it in 14 quarters since.
Summit Financial Strategies's UnitedHealth position peaked at $798K in Q3 2024.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.