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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
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 Sell
1,718
-810,192
-100% -$396M 0.33% 37
2023
Q1 		$2K Buy
811,910
+810,192
+47,159% +$391M 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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Summit Wealth Group's UNH Position: Q1 2026 in Review

Summit Wealth Group increased its UnitedHealth (UNH) stake by 8.8% in Q1 2026, buying an estimated $43.2K and bringing the position to 1,790 shares worth $484K. The position accounts for 0.11% of the portfolio, ranked #78.

Summit Wealth Group first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.02M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Summit Wealth Group held 1,790 shares of UnitedHealth worth $484K as of Q1 2026.
  • Summit Wealth Group bought 145 UnitedHealth shares in Q1 2026, an estimated $43.2K.
  • UnitedHealth made up 0.11% of Summit Wealth Group's portfolio in Q1 2026, its #78 holding.
  • Summit Wealth Group first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth Group's UnitedHealth position peaked at $1.02M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.