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Summit Place Financial Advisors’s UnitedHealth UNH Stock Holding History

Summit Place Financial Advisors’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 		$367K Hold
882
– – 0.16% 86
2026
Q1 		$239K Hold
882
– – 0.11% 101
2025
Q4 		$291K Sell
882
-50
-5% -$16.9K 0.14% 85
2025
Q3 		$322K Hold
932
– – 0.15% 86
2025
Q2 		$291K Sell
932
-4,607
-83% -$1.76M 0.15% 79
2025
Q1 		$2.9M Buy
5,539
+377
+7% +$193K 1.64% 29
2024
Q4 		$2.61M Buy
5,162
+249
+5% +$141K 1.49% 32
2024
Q3 		$2.87M Buy
4,913
+497
+11% +$281K 1.6% 33
2024
Q2 		$2.25M Buy
4,416
+3,001
+212% +$1.47M 1.33% 34
2024
Q1 		$700K Buy
1,415
+51
+4% +$25.9K 0.41% 63
2023
Q4 		$718K Sell
1,364
-98
-7% -$52.3K 0.47% 61
2023
Q3 		$737K Hold
1,462
– – 0.52% 61
2023
Q2 		$703K Buy
1,462
+45
+3% +$22K 0.46% 61
2023
Q1 		$670K Sell
1,417
-28
-2% -$13.5K 0.48% 60
2022
Q4 		$766K Buy
1,445
+185
+15% +$98K 0.63% 56
2022
Q3 		$636K Hold
1,260
– – 0.59% 58
2022
Q2 		$647K Hold
1,260
– – 0.54% 69
2022
Q1 		$643K Hold
1,260
– – 0.43% 74
2021
Q4 		$633K Hold
1,260
– – 0.44% 68
2021
Q3 		$492K Hold
1,260
– – 0.36% 71
2021
Q2 		$505K Hold
1,260
– – 0.37% 74
2021
Q1 		$469K Sell
1,260
-75
-6% -$26K 0.38% 77
2020
Q4 		$468K Sell
1,335
-90
-6% -$30.2K 0.41% 68
2020
Q3 		$444K Buy
+1,425
New +$438K 0.45% 68

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Summit Place Financial Advisors's UNH Position: Q2 2026 in Review

Summit Place Financial Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 882 shares worth $367K. The position accounts for 0.16% of the portfolio, ranked #86.

Summit Place Financial Advisors first reported a position in UNH in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.9M in Q1 2025. 1,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Summit Place Financial Advisors held 882 shares of UnitedHealth worth $367K as of Q2 2026.
  • Summit Place Financial Advisors left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.16% of Summit Place Financial Advisors's portfolio in Q2 2026, its #86 holding.
  • Summit Place Financial Advisors first reported a position in UnitedHealth in Q3 2020 and has held it in 24 quarters since.
  • Summit Place Financial Advisors's UnitedHealth position peaked at $2.9M in Q1 2025.
  • 1,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.