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Summit Wealth Partners’s UnitedHealth UNH Stock Holding History

Summit Wealth Partners’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 		$489K Sell
1,177
-170
-13% -$63K 0.07% 177
2026
Q1 		$365K Buy
+1,347
New +$401K 0.06% 193
2025
Q3 		– Sell
-1,528
Closed -$477K – 220
2025
Q2 		$477K Buy
1,528
+38
+3% +$14.5K 0.09% 135
2025
Q1 		$780K Sell
1,490
-194
-12% -$99.2K 0.16% 94
2024
Q4 		$852K Buy
1,684
+209
+14% +$119K 0.17% 89
2024
Q3 		$862K Hold
1,475
– – 0.17% 95
2024
Q2 		$751K Sell
1,475
-173
-10% -$84.8K 0.16% 98
2024
Q1 		$815K Sell
1,648
-6
-0.4% -$3.05K 0.17% 88
2023
Q4 		$871K Sell
1,654
-114
-6% -$60.8K 0.2% 80
2023
Q3 		$891K Hold
1,768
– – 0.23% 68
2023
Q2 		$850K Sell
1,768
-691
-28% -$338K 0.21% 77
2023
Q1 		$1.16M Hold
2,459
– – 0.3% 56
2022
Q4 		$1.3M Buy
2,459
+6
+0.2% +$3.18K 0.35% 52
2022
Q3 		$1.24M Buy
2,453
+195
+9% +$103K 0.35% 50
2022
Q2 		$1.16M Hold
2,258
– – 0.31% 49
2022
Q1 		$1.15M Hold
2,258
– – 0.26% 51
2021
Q4 		$1.13M Hold
2,258
– – 0.24% 53
2021
Q3 		$882K Buy
2,258
+610
+37% +$253K 0.21% 58
2021
Q2 		$660K Sell
1,648
-15
-0.9% -$5.98K 0.16% 78
2021
Q1 		$619K Sell
1,663
-8
-0.5% -$2.77K 0.16% 81
2020
Q4 		$586K Buy
1,671
+3
+0.2% +$1.01K 0.16% 80
2020
Q3 		$520K Hold
1,668
– – 0.16% 87
2020
Q2 		$492K Buy
1,668
+193
+13% +$55.3K 0.16% 88
2020
Q1 		$368K Hold
1,475
– – 0.15% 75
2019
Q4 		$434K Buy
+1,475
New +$386K 0.15% 71

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 Partners's UNH Position: Q2 2026 in Review

Summit Wealth Partners reduced its UnitedHealth (UNH) stake by 13% in Q2 2026, selling an estimated $63K and leaving 1,177 shares worth $489K. The position accounts for 0.07% of the portfolio, ranked #177.

Summit Wealth Partners first reported a position in UNH in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.3M in Q4 2022. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Summit Wealth Partners held 1,177 shares of UnitedHealth worth $489K as of Q2 2026.
  • Summit Wealth Partners sold 170 UnitedHealth shares in Q2 2026, an estimated $63K.
  • UnitedHealth made up 0.07% of Summit Wealth Partners's portfolio in Q2 2026, its #177 holding.
  • Summit Wealth Partners first reported a position in UnitedHealth in Q4 2019 and has held it in 25 quarters since.
  • Summit Wealth Partners's UnitedHealth position peaked at $1.3M in Q4 2022.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.