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Summit Wealth Group’s UnitedHealth UNH Stock Holding History

Summit Wealth 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
2026
Q2 		$723K Sell
1,740
-50
-3% -$18.5K 0.15% 62
2026
Q1 		$484K Buy
1,790
+145
+9% +$43.2K 0.11% 78
2025
Q4 		$543K Hold
1,645
– – 0.13% 68
2025
Q3 		$568K Hold
1,645
– – 0.14% 63
2025
Q2 		$513K Hold
1,645
– – 0.13% 59
2025
Q1 		$862K Buy
1,645
+6
+0.4% +$3.07K 0.25% 47
2024
Q4 		$829K Sell
1,639
-111
-6% -$63.1K 0.24% 45
2024
Q3 		$1.02M Sell
1,750
-30
-2% -$17K 0.3% 45
2024
Q2 		$906K Buy
1,780
+11
+0.6% +$5.39K 0.27% 42
2024
Q1 		$875K Sell
1,769
-3
-0.2% -$1.52K 0.6% 22
2023
Q4 		$933K Buy
1,772
+54
+3% +$28.8K 0.73% 19
2023
Q3 		$866K Hold
1,718
– – 0.77% 20
2023
Q2 		$826K Buy
1,718
+1,714
+42,850% +$838K 0.33% 37
2023
Q1 		$2K Sell
4
-1,714
-100% -$827K 0.05% 104
2022
Q4 		$911K Buy
1,718
+5
+0.3% +$2.65K 0.96% 19
2022
Q3 		$865K Sell
1,713
-14
-0.8% -$7.36K 1.02% 15
2022
Q2 		$887K Buy
1,727
+42
+2% +$21.1K 1.05% 15
2022
Q1 		$859K Sell
1,685
-24
-1% -$11.6K 0.9% 15
2021
Q4 		$858K Sell
1,709
-147
-8% -$66.5K 0.98% 16
2021
Q3 		$725K Buy
1,856
+43
+2% +$17.8K 1.15% 14
2021
Q2 		$726K Buy
1,813
+8
+0.4% +$3.19K 1.08% 10
2021
Q1 		$672K Buy
1,805
+18
+1% +$6.24K 1.08% 7
2020
Q4 		$627K Hold
1,787
– – 0.39% 27
2020
Q3 		$557K Hold
1,787
– – 0.48% 19
2020
Q2 		$527K Buy
1,787
+25
+1% +$7.16K 0.48% 18
2020
Q1 		$439K Hold
1,762
– – 0.44% 18
2019
Q4 		$518K Buy
+1,762
New +$461K 0.49% 16

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's UNH Position: Q2 2026 in Review

Summit Wealth Group reduced its UnitedHealth (UNH) stake by 2.8% in Q2 2026, selling an estimated $18.5K and leaving 1,740 shares worth $723K. The position accounts for 0.15% of the portfolio, ranked #62.

Summit Wealth Group first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.02M in Q3 2024. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Summit Wealth Group held 1,740 shares of UnitedHealth worth $723K as of Q2 2026.
  • Summit Wealth Group sold 50 UnitedHealth shares in Q2 2026, an estimated $18.5K.
  • UnitedHealth made up 0.15% of Summit Wealth Group's portfolio in Q2 2026, its #62 holding.
  • Summit Wealth Group first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Group's UnitedHealth position peaked at $1.02M in Q3 2024.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.