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Summit Wealth Group (Colorado)’s UnitedHealth UNH Stock Holding History

Summit Wealth Group (Colorado)’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
Q2 		$782K Buy
1,881
+92
+5% +$34.1K 0.06% 157
2026
Q1 		$484K Buy
1,789
+500
+39% +$149K 0.05% 186
2025
Q4 		$426K Buy
+1,289
New +$437K 0.06% 168
2025
Q3 		– Sell
-1,280
Closed -$399K – 436
2025
Q2 		$399K Buy
+1,280
New +$489K 0.1% 149

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summit Wealth Group (Colorado)'s UNH Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its UnitedHealth (UNH) stake by 5.1% in Q2 2026, buying an estimated $34.1K and bringing the position to 1,881 shares worth $782K. The position accounts for 0.06% of the portfolio, ranked #157.

Summit Wealth Group (Colorado) first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. 1,284 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,881 shares of UnitedHealth worth $782K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 92 UnitedHealth shares in Q2 2026, an estimated $34.1K.
  • UnitedHealth made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #157 holding.
  • Summit Wealth Group (Colorado) first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • 1,284 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.