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SummitTX Capital’s UnitedHealth UNH Stock Holding History

SummitTX Capital’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 		$362K Sell
870
-479
-36% -$178K 0.01% 644
2026
Q1 		$365K Sell
1,349
-81,167
-98% -$24.2M 0.01% 620
2025
Q4 		$27.2M Buy
82,516
+81,671
+9,665% +$27.7M 0.82% 14
2025
Q3 		$292K Buy
845
+56
+7% +$16.9K 0.01% 640
2025
Q2 		$246K Buy
+789
New +$302K 0.01% 653

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

SummitTX Capital's UNH Position: Q2 2026 in Review

SummitTX Capital reduced its UnitedHealth (UNH) stake by 36% in Q2 2026, selling an estimated $178K and leaving 870 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #644.

SummitTX Capital first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. The position peaked at $27.2M in Q4 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • SummitTX Capital held 870 shares of UnitedHealth worth $362K as of Q2 2026.
  • SummitTX Capital sold 479 UnitedHealth shares in Q2 2026, an estimated $178K.
  • UnitedHealth made up 0.01% of SummitTX Capital's portfolio in Q2 2026, its #644 holding.
  • SummitTX Capital first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • SummitTX Capital's UnitedHealth position peaked at $27.2M in Q4 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.