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Summitry LLC’s UnitedHealth UNH Stock Holding History

Summitry LLC’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 		$757K Buy
1,821
+442
+32% +$164K 0.02% 117
2026
Q1 		$373K Buy
1,379
+566
+70% +$169K 0.01% 171
2025
Q4 		$268K Buy
813
+120
+17% +$40.7K 0.01% 203
2025
Q3 		$239K Buy
+693
New +$210K 0.01% 182
2024
Q4 		– Sell
-470
Closed -$275K – 153
2024
Q3 		$275K Buy
+470
New +$266K 0.01% 113
2024
Q2 		– Sell
-439
Closed -$217K – 124
2024
Q1 		$217K Buy
+439
New +$223K 0.01% 100
2023
Q1 		– Sell
-386
Closed -$205K – 98
2022
Q4 		$205K Buy
+386
New +$204K 0.02% 91

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Summitry LLC's UNH Position: Q2 2026 in Review

Summitry LLC increased its UnitedHealth (UNH) stake by 32% in Q2 2026, buying an estimated $164K and bringing the position to 1,821 shares worth $757K. The position accounts for 0.02% of the portfolio, ranked #117.

Summitry LLC first reported a position in UNH in Q4 2022 and has held it in 7 quarters since. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Summitry LLC held 1,821 shares of UnitedHealth worth $757K as of Q2 2026.
  • Summitry LLC bought 442 UnitedHealth shares in Q2 2026, an estimated $164K.
  • UnitedHealth made up 0.02% of Summitry LLC's portfolio in Q2 2026, its #117 holding.
  • Summitry LLC first reported a position in UnitedHealth in Q4 2022 and has held it in 7 quarters since.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.