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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 Sell
1,289
-5,094
-80% -$1.73M 0.06% 168
2025
Q3 		$3.22M Buy
6,383
+5,103
+399% +$1.54M 0.34% 53
2025
Q2 		$399K Buy
+1,280
New +$489K 0.1% 149

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 5 quarters since. The position peaked at $3.22M in Q3 2025. 3,389 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 5 quarters since.
  • Summit Wealth Group (Colorado)'s UnitedHealth position peaked at $3.22M in Q3 2025.
  • 3,389 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.