UnitedHealth shares owned by Summit Financial
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 19k | 345.31 |
| 2025-06-30 | $5.2M | 17k | 311.97 |
| 2025-03-31 | $13M | 25k | 523.74 |
| 2024-12-31 | $13M | 25k | 505.85 |
| 2024-09-30 | $14M | 24k | 584.69 |
| 2024-06-30 | $13M | 25k | 509.27 |
| 2024-03-31 | $8.8M | 18k | 494.69 |
| 2023-12-31 | $11M | 20k | 526.46 |
| 2023-09-30 | $9.9M | 20k | 504.19 |
| 2023-06-30 | $8.5M | 18k | 480.65 |
| 2023-03-31 | $2.9M | 6.1k | 472.58 |
| 2022-12-31 | $3.1M | 5.9k | 530.14 |
| 2022-09-30 | $3.9M | 7.8k | 505.02 |
| 2022-06-30 | $3.2M | 6.3k | 513.60 |
| 2022-03-31 | $3.3M | 6.4k | 510.01 |
| 2021-12-31 | $2.9M | 5.8k | 502.17 |
| 2021-09-30 | $1.7M | 4.3k | 390.76 |
| 2021-06-30 | $903k | 2.3k | 400.46 |