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
2021 Q1	–	Sell	-10	Closed	-$351K	–	777
2020 Q4	$351K	Buy	+10	New	+$3.35K	0.03%	427
2020 Q1	–	Sell	-10	Closed	-$294K	–	483
2019 Q4	$294K	Buy	+10	New	+$2.62K	0.02%	355
2019 Q3	–	Sell	-20	Closed	-$488K	–	418
2019 Q2	$488K	Buy	+20	New	+$4.81K	0.06%	210
2015 Q1	–	Sell	-108	Closed	-$71K	–	642
2014 Q4	$71K	Buy	108 +30	+38%	+$2.84K	0.02%	292
2014 Q3	$1K	Buy	78 +39	+100%	+$3.3K	﹤0.01%	657
2014 Q2	$1K	Buy	+39	New	+$3.07K	﹤0.01%	536

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.