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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.