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UNH icon

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
Q1 		– Sell
-2,000
Closed -$660K – 1390
2025
Q4 		$660K Sell
2,000
-1,000
-33% -$339K 0.09% 165
2025
Q3 		$1.04M Buy
3,000
+2,000
+200% +$605K 0.21% 104
2025
Q2 		$312K Buy
+1,000
New +$382K 0.06% 177
2020
Q1 		– Sell
-10
Closed -$294K – 481
2019
Q4 		$294K Hold
10
– – 0.02% 354
2019
Q3 		$217K Buy
+10
New +$2.41K 0.02% 297

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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. 3,378 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.
  • 3,378 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.