SWRP
UNH icon

Summit Wealth & Retirement Planning’s UnitedHealth UNH Stock Holding History

Summit Wealth & Retirement Planning’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 		$412K Sell
992
-17
-2% -$6.3K 0.09% 73
2026
Q1 		$273K Buy
1,009
+54
+6% +$16.1K 0.07% 91
2025
Q4 		$315K Buy
955
+18
+2% +$6.1K 0.07% 82
2025
Q3 		$324K Hold
937
– – 0.08% 75
2025
Q2 		$292K Buy
+937
New +$358K 0.08% 78

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 & Retirement Planning's UNH Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its UnitedHealth (UNH) stake by 1.7% in Q2 2026, selling an estimated $6.3K and leaving 992 shares worth $412K. The position accounts for 0.09% of the portfolio, ranked #73.

Summit Wealth & Retirement Planning first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Summit Wealth & Retirement Planning held 992 shares of UnitedHealth worth $412K as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 17 UnitedHealth shares in Q2 2026, an estimated $6.3K.
  • UnitedHealth made up 0.09% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #73 holding.
  • Summit Wealth & Retirement Planning first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.