Summit Global Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.76M | Sell |
6,520
-159
| -2% | -$47.4K | 0.1% | 103 |
|
|
2025
Q4 | $2.21M | Buy |
6,679
+808
| +14% | +$274K | 0.13% | 91 |
|
|
2025
Q3 | $2.03M | Sell |
5,871
-115
| -2% | -$34.8K | 0.12% | 106 |
|
|
2025
Q2 | $1.87M | Sell |
5,986
-488
| -8% | -$187K | 0.11% | 122 |
|
|
2025
Q1 | $3.39M | Buy |
6,474
+2,506
| +63% | +$1.28M | 0.25% | 66 |
|
|
2024
Q4 | $2.01M | Sell |
3,968
-1,207
| -23% | -$686K | 0.13% | 129 |
|
|
2024
Q3 | $3.03M | Sell |
5,175
-11,945
| -70% | -$6.76M | 0.19% | 100 |
|
|
2024
Q2 | $8.72M | Buy |
17,120
+5,957
| +53% | +$2.92M | 0.59% | 37 |
|
|
2024
Q1 | $5.52M | Buy |
11,163
+2,880
| +35% | +$1.46M | 0.41% | 61 |
|
|
2023
Q4 | $4.36M | Sell |
8,283
-17,518
| -68% | -$9.34M | 0.29% | 74 |
|
|
2023
Q3 | $13M | Sell |
25,801
-14,183
| -35% | -$6.98M | 0.87% | 26 |
|
|
2023
Q2 | $19.2M | Buy |
39,984
+38,777
| +3,213% | +$19M | 1.27% | 10 |
|
|
2023
Q1 | $570K | Buy |
1,207
+322
| +36% | +$155K | 0.04% | 328 |
|
|
2022
Q4 | $469K | Buy |
885
+1
| +0.1% | +$530 | 0.04% | 329 |
|
|
2022
Q3 | $446K | Buy |
884
+3
| +0.3% | +$1.58K | 0.04% | 331 |
|
|
2022
Q2 | $452K | Sell |
881
-42
| -5% | -$21.1K | 0.04% | 330 |
|
|
2022
Q1 | $470K | Buy |
923
+13
| +1% | +$6.27K | 0.03% | 346 |
|
|
2021
Q4 | $457K | Buy |
910
+13
| +1% | +$5.88K | 0.03% | 381 |
|
|
2021
Q3 | $350K | Buy |
897
+279
| +45% | +$116K | 0.03% | 370 |
|
|
2021
Q2 | $247K | Sell |
618
-52
| -8% | -$20.7K | 0.01% | 499 |
|
|
2021
Q1 | $249K | Buy |
670
+46
| +7% | +$15.9K | 0.02% | 490 |
|
|
2020
Q4 | $219K | Sell |
624
-21,109
| -97% | -$7.08M | 0.02% | 246 |
|
|
2020
Q3 | $6.78M | Sell |
21,733
-579
| -3% | -$178K | 0.7% | 42 |
|
|
2020
Q2 | $6.58M | Sell |
22,312
-2,771
| -11% | -$794K | 0.76% | 41 |
|
|
2020
Q1 | $6.25M | Sell |
25,083
-15,410
| -38% | -$4.24M | 0.91% | 44 |
|
|
2019
Q4 | $11.9M | Buy |
40,493
+261
| +0.6% | +$68.3K | 1.29% | 26 |
|
|
2019
Q3 | $8.74M | Sell |
40,232
-80
| -0.2% | -$19.3K | 1.02% | 34 |
|
|
2019
Q2 | $9.84M | Buy |
40,312
+403
| +1% | +$96.9K | 1.24% | 23 |
|
|
2019
Q1 | $9.87M | Buy |
39,909
+1,146
| +3% | +$292K | 1.26% | 23 |
|
|
2018
Q4 | $9.66M | Sell |
38,763
-914
| -2% | -$241K | 1.5% | 16 |
|
|
2018
Q3 | $10.6M | Buy |
39,677
+1,492
| +4% | +$388K | 1.42% | 14 |
|
|
2018
Q2 | $9.37M | Sell |
38,185
-23,759
| -38% | -$5.7M | 1.41% | 15 |
|
|
2018
Q1 | $13.3M | Sell |
61,944
-1,510
| -2% | -$345K | 2.11% | 9 |
|
|
2017
Q4 | $14M | Buy |
63,454
+12,952
| +26% | +$2.74M | 2.17% | 7 |
|
|
2017
Q3 | $9.89M | Buy |
50,502
+26,967
| +115% | +$5.21M | 1.55% | 26 |
|
|
2017
Q2 | $4.36M | Sell |
23,535
-1,651
| -7% | -$290K | 1.31% | 28 |
|
|
2017
Q1 | $4.13M | Buy |
25,186
+4,051
| +19% | +$663K | 1.34% | 24 |
|
|
2016
Q4 | $3.38M | Buy |
+21,135
| New | +$3.16M | 1.23% | 27 |
|
Other funds holding UNH
VCM
VPM
Summit Global Investments's UNH Position: Q1 2026 in Review
Summit Global Investments reduced its UnitedHealth (UNH) stake by 2.4% in Q1 2026, selling an estimated $47.4K and leaving 6,520 shares worth $1.76M. The position accounts for 0.1% of the portfolio, ranked #103.
Summit Global Investments first reported a position in UNH in Q4 2016 and has held it in 38 quarters since. The position peaked at $19.2M in Q2 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Summit Global Investments held 6,520 shares of UnitedHealth worth $1.76M as of Q1 2026.
- Summit Global Investments sold 159 UnitedHealth shares in Q1 2026, an estimated $47.4K.
- UnitedHealth made up 0.1% of Summit Global Investments's portfolio in Q1 2026, its #103 holding.
- Summit Global Investments first reported a position in UnitedHealth in Q4 2016 and has held it in 38 quarters since.
- Summit Global Investments's UnitedHealth position peaked at $19.2M in Q2 2023.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.