Summit Trail Advisors’s Molina Healthcare MOH Stock Holding History

Summit Trail Advisors’s Portfolio MOH Stock Details MOH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$598K	Buy	4,488 +409	+10%	+$65.1K	0.01%	1104
2025 Q4	$708K	Sell	4,079 -8,777	-68%	-$1.44M	0.01%	976
2025 Q3	$2.46M	Buy	12,856 +9,416	+274%	+$1.73M	0.03%	340
2025 Q2	$1.02M	Sell	3,440 -687	-17%	-$216K	0.02%	468
2025 Q1	$1.36M	Buy	4,127 +2,575	+166%	+$778K	0.04%	125
2024 Q4	$452K	Buy	+1,552	New	+$479K	0.02%	233
2018 Q4	–	Sell	-941	Closed	-$140K	–	183
2018 Q3	$140K	Sell	941 -15	-2%	-$1.92K	0.03%	223
2018 Q2	$94K	Buy	+956	New	+$83.3K	0.03%	224
2018 Q1	–	Sell	-1,124	Closed	-$95K	–	1197
2017 Q4	$95K	Buy	+1,124	New	+$81.1K	0.01%	644

Other funds holding MOH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Summit Trail Advisors's MOH Position: Q1 2026 in Review

Summit Trail Advisors increased its Molina Healthcare (MOH) stake by 10% in Q1 2026, buying an estimated $65.1K and bringing the position to 4,488 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #1104.

Summit Trail Advisors first reported a position in MOH in Q4 2017 and has held it in 9 quarters since. The position peaked at $2.46M in Q3 2025. 523 funds tracked by Wall St. Rank hold MOH as of Q1 2026.

Summit Trail Advisors held 4,488 shares of Molina Healthcare worth $598K as of Q1 2026.
Summit Trail Advisors bought 409 Molina Healthcare shares in Q1 2026, an estimated $65.1K.
Molina Healthcare made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1104 holding.
Summit Trail Advisors first reported a position in Molina Healthcare in Q4 2017 and has held it in 9 quarters since.
Summit Trail Advisors's Molina Healthcare position peaked at $2.46M in Q3 2025.
523 funds tracked by Wall St. Rank held Molina Healthcare as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.