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Summit Securities Group’s UnitedHealth UNH Stock Holding History

Summit Securities Group’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 		$2.62M Buy
6,300
+5,021
+393% +$1.86M 0.25% 56
2026
Q1 		$346K Sell
1,279
-15,321
-92% -$4.56M 0.04% 181
2025
Q4 		$5.48M Sell
16,600
-1,282
-7% -$434K 0.71% 29
2025
Q3 		$6.17M Buy
17,882
+14,808
+482% +$4.48M 1.28% 11
2025
Q2 		$959K Buy
+3,074
New +$1.17M 0.18% 100
2023
Q3 		– Sell
-1,504
Closed -$723K – 1031
2023
Q2 		$723K Buy
1,504
+893
+146% +$437K 0.09% 117
2023
Q1 		$289K Sell
611
-664
-52% -$320K 0.02% 177
2022
Q4 		$676K Sell
1,275
-2,366
-65% -$1.25M 0.03% 197
2022
Q3 		$1.84M Sell
3,641
-3,702
-50% -$1.95M 0.14% 101
2022
Q2 		$3.77M Buy
7,343
+4,843
+194% +$2.43M 0.47% 39
2022
Q1 		$1.27M Sell
2,500
-6,700
-73% -$3.23M 0.14% 118
2021
Q4 		$4.62M Buy
9,200
+1,807
+24% +$818K 0.22% 83
2021
Q3 		$2.89M Sell
7,393
-95
-1% -$39.3K 0.23% 104
2021
Q2 		$3M Buy
7,488
+3,288
+78% +$1.31M 0.25% 90
2021
Q1 		$1.56M Sell
4,200
-1,700
-29% -$589K 0.17% 135
2020
Q4 		$2.07M Buy
5,900
+4,900
+490% +$1.64M 0.17% 138
2020
Q3 		$312K Buy
+1,000
New +$307K 0.03% 277
2020
Q1 		– Sell
-9,600
Closed -$2.82M – 482
2019
Q4 		$2.82M Buy
9,600
+6,200
+182% +$1.62M 0.21% 108
2019
Q3 		$739K Buy
3,400
+900
+36% +$217K 0.07% 159
2019
Q2 		$610K Buy
+2,500
New +$601K 0.07% 181
2019
Q1 		– Sell
-3,000
Closed -$747K – 344
2018
Q4 		$747K Buy
3,000
+900
+43% +$238K 0.06% 161
2018
Q3 		$559K Sell
2,100
-1,900
-48% -$494K 0.21% 79
2018
Q2 		$981K Buy
+4,000
New +$960K 0.14% 88
2018
Q1 		– Sell
-27,700
Closed -$6.11M – 233
2017
Q4 		$6.11M Buy
27,700
+23,200
+516% +$4.92M 0.73% 14
2017
Q3 		$881K Buy
4,500
+2,800
+165% +$541K 0.15% 67
2017
Q2 		$315K Sell
1,700
-3,711
-69% -$651K 0.06% 152
2017
Q1 		$887K Buy
5,411
+3,111
+135% +$509K 0.26% 82
2016
Q4 		$368K Buy
+2,300
New +$344K 0.08% 171
2016
Q1 		– Sell
-3,607
Closed -$424K – 330
2015
Q4 		$424K Buy
3,607
+2,507
+228% +$293K 0.14% 110
2015
Q3 		$128K Sell
1,100
-1,205
-52% -$144K 0.09% 103
2015
Q2 		$281K Sell
2,305
-3,395
-60% -$402K 0.14% 56
2015
Q1 		$674K Buy
5,700
+2,200
+63% +$244K 0.51% 28
2014
Q4 		$354K Sell
3,500
-5,500
-61% -$521K 0.1% 138
2014
Q3 		$776K Buy
9,000
+5,200
+137% +$439K 0.22% 78
2014
Q2 		$311K Buy
3,800
+500
+15% +$39.3K 0.11% 124
2014
Q1 		$271K Sell
3,300
-2,301
-41% -$173K 0.16% 76
2013
Q4 		$422K Sell
5,601
-5,599
-50% -$402K 0.07% 121
2013
Q3 		$802K Buy
+11,200
New +$802K 0.27% 49

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Summit Securities Group's UNH Position: Q2 2026 in Review

Summit Securities Group increased its UnitedHealth (UNH) stake by 393% in Q2 2026, buying an estimated $1.86M and bringing the position to 6,300 shares worth $2.62M. The position accounts for 0.25% of the portfolio, ranked #56.

Summit Securities Group first reported a position in UNH in Q3 2013 and has held it in 38 quarters since. The position peaked at $6.17M in Q3 2025. 1,793 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Summit Securities Group held 6,300 shares of UnitedHealth worth $2.62M as of Q2 2026.
  • Summit Securities Group bought 5,021 UnitedHealth shares in Q2 2026, an estimated $1.86M.
  • UnitedHealth made up 0.25% of Summit Securities Group's portfolio in Q2 2026, its #56 holding.
  • Summit Securities Group first reported a position in UnitedHealth in Q3 2013 and has held it in 38 quarters since.
  • Summit Securities Group's UnitedHealth position peaked at $6.17M in Q3 2025.
  • 1,793 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.