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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
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 $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 & Retirement Planning's UNH Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its UnitedHealth (UNH) stake by 5.7% in Q1 2026, buying an estimated $16.1K and bringing the position to 1,009 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #91.

Summit Wealth & Retirement Planning first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. The position peaked at $324K in Q3 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Summit Wealth & Retirement Planning held 1,009 shares of UnitedHealth worth $273K as of Q1 2026.
  • Summit Wealth & Retirement Planning bought 54 UnitedHealth shares in Q1 2026, an estimated $16.1K.
  • UnitedHealth made up 0.07% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #91 holding.
  • Summit Wealth & Retirement Planning first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth & Retirement Planning's UnitedHealth position peaked at $324K in Q3 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.