Summit Trail Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.92M | Buy |
29,273
+6,874
| +31% | +$2.05M | 0.11% | 104 |
|
|
2025
Q4 | $7.39M | Sell |
22,399
-5,733
| -20% | -$1.94M | 0.13% | 98 |
|
|
2025
Q3 | $9.71M | Buy |
28,132
+9,754
| +53% | +$2.95M | 0.13% | 85 |
|
|
2025
Q2 | $5.73M | Sell |
18,378
-1,284
| -7% | -$491K | 0.1% | 106 |
|
|
2025
Q1 | $10.3M | Buy |
19,662
+3,659
| +23% | +$1.87M | 0.34% | 32 |
|
|
2024
Q4 | $8.1M | Buy |
16,003
+2,372
| +17% | +$1.35M | 0.3% | 35 |
|
|
2024
Q3 | $7.97M | Buy |
13,631
+1,623
| +14% | +$918K | 0.2% | 54 |
|
|
2024
Q2 | $6.12M | Buy |
12,008
+2,999
| +33% | +$1.47M | 0.16% | 58 |
|
|
2024
Q1 | $4.46M | Buy |
9,009
+901
| +11% | +$458K | 0.12% | 70 |
|
|
2023
Q4 | $4.27M | Buy |
8,108
+236
| +3% | +$126K | 0.14% | 59 |
|
|
2023
Q3 | $3.97M | Sell |
7,872
-596
| -7% | -$293K | 0.15% | 56 |
|
|
2023
Q2 | $4.07M | Buy |
8,468
+2,878
| +51% | +$1.41M | 0.15% | 60 |
|
|
2023
Q1 | $2.64M | Buy |
5,590
+409
| +8% | +$197K | 0.11% | 71 |
|
|
2022
Q4 | $2.75M | Buy |
5,181
+1,720
| +50% | +$911K | 0.12% | 60 |
|
|
2022
Q3 | $1.75M | Buy |
3,461
+441
| +15% | +$232K | 0.09% | 75 |
|
|
2022
Q2 | $1.55M | Buy |
3,020
+1,226
| +68% | +$616K | 0.1% | 92 |
|
|
2022
Q1 | $915K | Buy |
1,794
+460
| +34% | +$222K | 0.07% | 112 |
|
|
2021
Q4 | $670K | Buy |
1,334
+276
| +26% | +$125K | 0.04% | 153 |
|
|
2021
Q3 | $413K | Buy |
1,058
+184
| +21% | +$76.2K | 0.03% | 177 |
|
|
2021
Q2 | $350K | Buy |
874
+22
| +3% | +$8.77K | 0.03% | 163 |
|
|
2021
Q1 | $317K | Sell |
852
-101
| -11% | -$35K | 0.03% | 153 |
|
|
2020
Q4 | $334K | Sell |
953
-1,250
| -57% | -$419K | 0.04% | 138 |
|
|
2020
Q3 | $781K | Buy |
2,203
+1,085
| +97% | +$333K | 0.15% | 74 |
|
|
2020
Q2 | $330K | Buy |
+1,118
| New | +$320K | 0.06% | 119 |
|
|
2020
Q1 | – | Sell |
-1,125
| Closed | -$331K | – | 149 |
|
|
2019
Q4 | $331K | Buy |
+1,125
| New | +$294K | 0.19% | 50 |
|
|
2019
Q1 | – | Sell |
-2,696
| Closed | -$672K | – | 131 |
|
|
2018
Q4 | $672K | Sell |
2,696
-23,875
| -90% | -$6.31M | 0.24% | 47 |
|
|
2018
Q3 | $7.07M | Buy |
26,571
+21,162
| +391% | +$5.5M | 1.56% | 14 |
|
|
2018
Q2 | $1.33M | Sell |
5,409
-33,132
| -86% | -$7.96M | 0.46% | 33 |
|
|
2018
Q1 | $6.23M | Buy |
38,541
+6,415
| +20% | +$1.47M | 1.06% | 17 |
|
|
2017
Q4 | $7.7M | Buy |
+32,126
| New | +$6.81M | 0.97% | 16 |
|
Other funds holding UNH
VCM
VPM
Summit Trail Advisors's UNH Position: Q1 2026 in Review
Summit Trail Advisors increased its UnitedHealth (UNH) stake by 31% in Q1 2026, buying an estimated $2.05M and bringing the position to 29,273 shares worth $7.92M. The position accounts for 0.11% of the portfolio, ranked #104.
Summit Trail Advisors first reported a position in UNH in Q4 2017 and has held it in 30 quarters since. The position peaked at $10.3M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Summit Trail Advisors held 29,273 shares of UnitedHealth worth $7.92M as of Q1 2026.
- Summit Trail Advisors bought 6,874 UnitedHealth shares in Q1 2026, an estimated $2.05M.
- UnitedHealth made up 0.11% of Summit Trail Advisors's portfolio in Q1 2026, its #104 holding.
- Summit Trail Advisors first reported a position in UnitedHealth in Q4 2017 and has held it in 30 quarters since.
- Summit Trail Advisors's UnitedHealth position peaked at $10.3M in Q1 2025.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.