UnitedHealth shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $600k | 1.7k | 345.21 |
| 2025-06-30 | $547k | 1.8k | 311.97 |
| 2025-03-31 | $742k | 1.4k | 523.67 |
| 2024-12-31 | $690k | 1.4k | 505.78 |
| 2024-09-30 | $798k | 1.4k | 584.59 |
| 2024-06-30 | $714k | 1.4k | 509.18 |
| 2024-03-31 | $717k | 1.5k | 494.66 |
| 2023-09-30 | $410k | 813 | 504.08 |
| 2023-06-30 | $373k | 777 | 480.50 |
| 2021-12-31 | $224k | 446 | 502.24 |
More positions owned by Summit Financial Strategies
View all positions for Summit Financial Strategies