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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Summit Securities Group's UNH Position: Q1 2026 in Review

Summit Securities Group reduced its UnitedHealth (UNH) stake by 92% in Q1 2026, selling an estimated $4.56M and leaving 1,279 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #181.

Summit Securities Group first reported a position in UNH in Q3 2013 and has held it in 37 quarters since. The position peaked at $6.17M in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Summit Securities Group held 1,279 shares of UnitedHealth worth $346K as of Q1 2026.
  • Summit Securities Group sold 15,321 UnitedHealth shares in Q1 2026, an estimated $4.56M.
  • UnitedHealth made up 0.04% of Summit Securities Group's portfolio in Q1 2026, its #181 holding.
  • Summit Securities Group first reported a position in UnitedHealth in Q3 2013 and has held it in 37 quarters since.
  • Summit Securities Group's UnitedHealth position peaked at $6.17M in Q3 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.